July 18, 2025 . 5min read

AI’s surging demand for compute is transforming the tech landscape. Emerging companies are stepping up with next-gen hardware and infrastructure, pushing back against traditional giants. As these powerful tools become more accessible, the focus is shifting toward responsible, thoughtful innovation.

In Case You Missed It

  • OpenAI x Oracle – OpenAI secured 4.5 GW in cloud capacity from Oracle to power Stargate, cementing one of the largest hyperscale infrastructure expansions ever.

  • Claude for Finance – Anthropic launched Claude-powered financial analysis tools, integrating with S&P Global, AWS, and Google Cloud to challenge Bloomberg.

  • UAE’s AI Chip Deal on Hold – The US paused Nvidia chip shipments to the UAE over diversion concerns, spotlighting rising AI export tensions.

  • Mistral’s “Le Chat” Gets Smarter – Mistral updated its open chatbot with deep research mode and multilingual reasoning, challenging Google's and OpenAI's models.

  • OpenAI’s Agent Mode Debuts – ChatGPT can now create spreadsheets, presentations, and handle web actions — merging productivity and AI agents.

🧠 AI & Cloud Infrastructure

  • Slack introduces enterprise search: New AI-powered Slack search tool unifies structured/unstructured data and integrates with apps like Salesforce, Teams, and Google Drive.
    Source

  • Slack adds AI transcriptions and huddle recaps: Enhances collaboration by summarising threads and converting voice notes into written format using AI.
    Source

  • NC State develops self-driving chemistry lab: New AI lab collects data 10x faster using real-time dynamic experiments for materials discovery in clean energy and electronics.
    Source

  • OpenAI to add checkout system: New payment layer in ChatGPT allows direct in-chat purchases, creating a new revenue stream and aiming to rival Google in product search.
    Source

    Why it matters to NexGen:

  • Slack AI tools → Set user expectations for fast, real-time AI features → Position Hyperstack as ideal backend.

  • NC State lab → Real-time science = GPU-intensive → Great Labs demo & enterprise use case.

  • OpenAI checkout → Commerce + AI agents are coming → We should showcase infra for agent workflows.

  • Marketing → Use these as examples in content for productivity AI and AI assistants.

  • Sales → Target AI SaaS and productivity tool startups needing infra at scale.

💻 Hardware & GPU Developments 

  • TSMC reports 61% YoY profit spike: Driven by rising AI chip demand, highlighting continued GPU market growth.
    Source

  • Company Milestone: NVIDIA became the first $4 trillion company in market capitalisation as of July 17, 2025.
    Source

Why It Matters to NexGen

  • TSMC profits up → Confirms strong demand → Urgency in locking GPU deals.

  • NVIDIA hits $4T → Validates our tech stack → Boosts buyer confidence.

  • Marketing → Use this to reinforce trust and momentum.

  • Sales → Tell clients: “GPU pricing will only rise—secure now.”

  • Labs → Double down on NVIDIA ecosystem tools and integration.

🏢 Sovereign & Data Centre News

  • Italy’s Eni and Khazna to build 500MW data centre campus near Milan: Builds on G42 and MGX partnerships.
    Source

  • xAI planning data centre in Saudi Arabia: Signals further infrastructure investment from Elon Musk’s AI venture.
    Source

  • US delays UAE’s Nvidia chip deal: Export controls increased over fears of chip diversion to China, affecting UAE and possibly Saudi tech procurement.
    Source

  • Janesville, WI, seeks data centre partner: Site offers up to 200MW on former GM assembly plant.
    Source

Why it matters to NexGen

  • Italy + Saudi projects → Global infra race → Shows we’re ahead in Europe.

  • UAE export delays → U.S. chip controls = opportunity for us in stable regions.

  • Janesville site → Inspires potential North America expansion strategies.

  • Marketing → Lean into GDPR, EU compliance, and sustainability positioning.

  • Leadership → Confirms urgency for sovereign, scalable infrastructure buildout.

🗓️ This Day in AI - July 18

🔧 1968 – Intel is founded
Robert Noyce and Gordon Moore create Intel, laying the groundwork for modern computing—and AI hardware.

🎓 1992 – UAI Conference kicks off
The Uncertainty in AI conference advances research in probabilistic reasoning, now core to many AI systems.

📝 2024 – CA AI bias rules comment deadline
California closes public input on rules to prevent algorithmic discrimination in hiring.

🤖 2025 – OpenAI teases “ChatGPT Agent”
Today, OpenAI reveals a new agentic system rumored to integrate deep tools and reasoning capabilities.

📣 2025 – Nuvini launches “NuviniAI Day”
Brazil-based Nuvini hosts its first AI-focused event, signaling growing enterprise AI interest in Latin America.

🏦 Global AI Investments

  • Thinking Machines raises $2B: Founded by ex-OpenAI CTO Mira Murati, aims to build human-aligned, multimodal public-benefit AI systems.
    Source

  • Confident Security emerges from stealth with $4.2M: Focused on AI-based cybersecurity.
    Source

  • Indian startup QPiAI raises $32M: Targets AI + quantum enterprise use cases.
    Source

  • Lovable becomes a unicorn with $200M Series A: Sweden-based startup now valued at $1.8B.
    Source

  • Uber invests in robotaxi stack: Partners with Lucid and Nuro to develop premium autonomous ride-hailing.
    Source

  • Bedrock Robotics raises $80M: Founded by ex-Waymo engineers to automate construction workflows.
    Source

🛠️ AI Tools & Updates

  • Lightricks’ LTXV now generates 60s video: Open-weight model streams live image-to-video with prompt control and runs on consumer GPUs.

  • ChatGPT gets Excel/PowerPoint agents: Generate and edit files from chat; early reports note buggy performance.

  • Grok 4 used for financial forecasting: Build dashboards and scenarios using real-time economic data in Canvas.

  • Amazon Kiro: Claude-powered tool for vibe-driven coding projects.

  • Record Mode: Voice note and meeting capture with summarisation.

  • Act-Two (Runway): AI-powered motion capture model for video editing.

  • Reducto Edit: Auto-fill endpoint for PDFs.

  • Asimov: A code-understanding agent optimised for research.

  • Hume: Emotion-detecting voice model for improving AI-human interaction.

  • AI Playground: Centralised access to the latest AI video generation tools.

  • Basic Memory: Lets AI store and recall persistent, structured knowledge.

  • Firefly AI by Adobe: New audio sync and video motion features, with style presets like anime and claymation.

🏁 Outro: Until Tomorrow…

That’s a wrap for today. From Claude in the boardroom to LTXV on your timeline and ChatGPT muscling in on Excel, it’s clear: AI isn’t just upgrading our tools—it’s rewriting the whole playbook.
New labs are accelerating materials discovery, governments are negotiating chip routes like oil pipelines, and your calendar may soon be filled by an agent instead of an assistant.

See you tomorrow for more of the future, compressed.

— Eli

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