Databricks quietly solves the real problem — its 90× cost-cutting breakthrough (beyond the $100M OpenAI deal) signals a new era of cheaper enterprise-scale AI infrastructure.

ChatGPT now takes your money mid-chat — Instant Checkout launches with Stripe: Etsy live now, Shopify next, marking the start of AI-native commerce.

Microsoft drops real AI agents inside Excel & Word — Office Agent Mode is rolling out through Copilot Frontier, enabling iterative, app-native automation workflows.

Meta goes full AI video platform — Vibes becomes a dedicated generative media feed with creator tools and template-based remixing.

DeepSeek slashes inference costs — V3.2-Exp’s sparse attention cuts API pricing by over 50% without sacrificing performance, raising pressure on rivals.

Meta × CoreWeave: $14.2B cloud/compute contract to supply Meta’s AI workloads.
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IOEMA subsea cable: Landing at Greenhouse DC near Rotterdam to boost EU connectivity.
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Serbia × e& enterprise: MoU to triple national data-center capacity.

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South Korea DC fire: Government services could be offline for a month after a DC incident.
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DoorDash “Dot” robot: 350-lb autonomous delivery vehicle (≈20 mph) with secure food bay.
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Zoox (Amazon): Picks Washington, DC as next autonomous-vehicle testbed (mapping underway).
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Adobe Premiere on iPhone: Mobile video editor with AI features now on iOS.
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Amazon devices: New Echo lineup powered by Alexa+ AI; new Kindle Scribe models (incl. Colorsoft).
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Artificial neurons: Lab-built neurons communicate with living cells (bio-hardware milestone).
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AI + 3D printing: Methods to make prints stronger/cheaper using light + AI optimization.
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$400 haptic exoskeleton: Threads + motors deliver lifelike VR feedback.
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Australia construction bot: Robot can 3D-print a home overnight; lunar builds teased.
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Opera Neon (AI browser): Agentic coding/tasks, repeatable prompts, and code snippets integrated.
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US policy: Senator Ted Cruz blocks bill expanding privacy protections against data-broker sales.
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South Korea outage risk: Gov services at risk for a month post data-center fire.
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Cerebras Systems: Raises $1.1B (reopened road post-IPO delay).
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Periodic Labs: Ex-OpenAI/DeepMind team raises $300M seed to automate science.
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Rebellions (KR) valuation: Now $1.4B after investment from Arm and Samsung Ventures.
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Ark/Elliott exploring sale: Shopping its UK data-center firm (~£3B valuation).
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Oracle financing watch: Analyst says Oracle may need to borrow ~$100B to support OpenAI partnership.
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Sora 2 + AI Video Social App
OpenAI quietly rolled out Sora 2 alongside its TikTok-style app — cameo avatars, synced dialogue, watermarking, and remix features.

Claude Sonnet 4.5 Agent Upgrade
Anthropic’s new model can run 30-hour coding/autonomy sessions, create full files, and ships with an Agent SDK + checkpoints.

ChatGPT Instant Checkout
Stripe + OpenAI launched in-chat payments — Etsy now live, Shopify next. Users can buy without leaving the chat.

Google AI Mode in Search
Gemini 2.5 is powering visual-first conversational search — upload pics, describe goals, and shop from results.

Excel & Word Get True AI Agents
Microsoft’s new Agent Mode handles real multi-step tasks in Office — native in Word, Excel Labs add-in required.

AI Video Wars: Sora 2 vs Meta Vibes
Who wins — social AI video feeds or user burnout? Early reactions are… chaotic.

Agent Commerce Explosion
Instant Checkout + ACP could blow up e-commerce — watch Etsy, Shopify, Stripe, and Amazon's response.

Claude vs GPT-5 Coding Battle
Claude’s 30-hour endurance vs OpenAI's cheap scale — coding agents are going gladiator mode.

Oracle’s $100B Borrow-to-Build Era
If Oracle really needs $25B/year in loans to keep up with OpenAI partnerships, the data center arms race is officially insane.

AI Search Goes Visual
If Google’s visual query + multimodal shopping sticks, Amazon and Pinterest are both in danger.