👀In Case You Missed It

  • Harmonic’s Aristotle solves a 30-year Erdős problem, marking the dawn of “vibe proving” and pushing maths toward true machine-discovery.

  • OpenAI deepens its partnership with Thrive, embedding research teams directly inside enterprise ops to industrialise AI transformation.

  • Accenture arms 800,000 employees with ChatGPT Enterprise + agentic workflows, rebranding its global workforce as AI “reinventors.”

  • Runway Gen-4.5 jumps to #1 on the Video Arena leaderboard, overtaking Google Veo 3 and OpenAI Sora 2 Pro in realism and motion.

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🧠 Cloud & Infrastructure Watch

  • AWS rolls out Frontier agents, expanded AgentCore and private AI Factories, pushing deeper into long-running enterprise automation.
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  • Amazon makes Trainium3 and UltraServers GA, positioning its chips alongside Nvidia for dense AI clusters.
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  • Google tests merging AI Overviews with AI Mode and ships Android 16 with AI-powered notification summaries.
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  • OpenAI declares internal “code red,” shifting teams to boost ChatGPT reliability and personalisation as competition heats up.
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  • Startups are cloning Gmail/Amazon-style apps to train agents on full workflow automation.
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  • Global grid operators warn AI could drive a 300% surge in data-centre electricity demand by 2035.
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  • New brain-inspired architectures and in-chip cooling tech target massive efficiency gains for future AI systems.
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  • Nvidia debuts new open autonomous-driving models and tools as physical AI becomes a core workload.
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💻 Hardware & Semiconductor Moves

  • DeepSeek’s V3.2 and Speciale models match or beat GPT-5/Gemini-3 while shipping as open weights at a fraction of the cost.
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  • Mistral releases its Mistral 3 frontier model and small offline variants, with fresh AWS Bedrock integrations.
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  • Nvidia invests $2bn into Synopsys to accelerate next-generation chip design.
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  • AWS unveils Trainium3 and a more Nvidia-friendly accelerator roadmap.
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  • Memory demand spikes push DRAM prices up, even hitting Raspberry Pi boards.
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  • US injects $150m into xLight lithography and takes an equity stake to secure future chip manufacturing.
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  • Chinese firms showcase brain-inspired and 3D-bonded accelerators pitched as Blackwell rivals.
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  • HPE and AMD expand Helios AI rack designs for high-density enterprise deployments.
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  • Corintis raises $25m to scale bio-inspired in-chip cooling for dense compute.
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