👀In Case You Missed It

  • Google ships Gemini 3 / Gemini 3 Pro, its most advanced foundation model yet, posting record benchmarks and launching a new coding app across the Gemini app and AI Search.

  • Cloudflare suffers a major global outage from a latent bug, briefly knocking ChatGPT, Claude, Spotify, X and others offline — exposing the AI ecosystem’s reliance on a few infra chokepoints.

  • Stack Overflow pivots into an AI-data engine, restructuring its Q&A platform into a pipeline that feeds human-verified developer knowledge into LLMs and enterprise systems.

  • Lambda raises $1.5bn+ following its Microsoft mega-deal, doubling down on Nvidia-GPU cloud expansion and accelerating the build-out of specialised AI data-centre capacity.

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🧠 Cloud & Infrastructure Watch

  • Google launches Gemini 3 Pro, a multimodal frontier model now powering Search, Gemini app, AI Studio, Canvas and enterprise tools.
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  • Google expands AI-powered travel, booking and deal-finding across Search + Canvas, introducing live agentic reservation tools.
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  • Google introduces Gemini Agent, Deep Think, and Google Antigravity, a multi-agent coding IDE with terminal + browser access.
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  • Google Maps adds Gemini-powered tips, EV charger predictions, and richer contextual suggestions across venues.
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  • Microsoft unveils Agent 365, a unified platform to govern and secure fleets of AI agents across the enterprise.
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  • xAI launches Grok 4.1, adding emotionally aware conversational abilities and new “Thinking / Non-Thinking” modes.
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  • OpenAI preparing new model GPT-5.1-Codex-MAX, designed for entire long-running software projects.
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  • TikTok will let users control the amount of AI-generated content they see.
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  • Google web Gemini app adds direct Google Photos import for multimodal workflows.
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  • Anthropic reveals Claude was used by state-backed hackers to automate sophisticated cyberattacks.
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  • Guardio raises $80m for security tools that detect AI-generated malware patterns and “vibe-coded” web artefacts.
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  • EU “Digital Omnibus” proposal may allow personal-data training under “legitimate interest”, triggering rights backlash.
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  • Meta begins notifying Australian teens their accounts will be shut down under incoming national regulations.
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  • Disney, Amazon and Spotify all roll out new AI-driven media discovery and recap features.

  • Windows 11 Insider builds add deeper agentic OS hooks and privacy changes.
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  • New research shows YouTube titles get more toxic with AI, despite videos remaining balanced.
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  • Google’s new Generative UI system builds dynamic interfaces from prompts (finance tools, physics sims, dashboards).
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  • Google CEO warns no firm is safe if an AI bubble bursts.
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  • NERC warns soaring data-centre electricity loads heighten winter blackout risks.
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  • The White House plans an Executive Order to block state-level AI laws, pushing for federal standardisation.
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  • Researchers warn of an LLM-specific bubble, not an overall AI bubble.
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  • DeepMind shows AI breakthroughs in mathematical proofs, spiking interest in AI-driven science tooling.
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  • Amazon Prime Video launches AI-generated recap videos across streaming catalogue.
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  • Nvidia reports blockbuster results; demand for Blackwell, Rubin and Grace chips far exceeds supply.
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  • NVIDIA and major chip vendors push for export rule exemptions for Middle Eastern markets.

  • US authorises export of advanced semiconductors to Saudi and UAE for AI infrastructure.
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💻 Hardware & Semiconductor Moves

  • Nvidia partners with Arm on NVLink Fusion for tighter CPU–GPU integration.
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  • Analysts warn of a looming GPU depreciation cliff as hyperscalers upgrade to Rubin/Blackwell cycles.
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  • Luminal raises $5.3m to improve GPU code efficiency across multi-accelerator systems.
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  • Cisco acquires EzDubs to integrate real-time AI translation into network hardware.
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  • Chinese chip founder Chen Tianshi (Cambricon) sees fortune surge amid domestic processor boom.
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  • UBTech begins mass production of humanoid robot workers for industrial deployments.
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  • Nvidia’s record-breaking quarter confirms AI hardware cycle still accelerating.
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  • AMD, Cisco and HUMAIN form JV to build world-leading AI server infrastructure.
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  • AWS partners with Humain to deploy 150,000 AI chips in Saudi Arabia.
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  • New humanoid “Transformer” robot launches shape-shifting drone from its back.
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  • macOS Tahoe now lets users cluster Macs into small AI supercomputers.
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  • Nokia announces major restructure after $1bn+ Nvidia investment, spinning out AI division.
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  • GPU analysts warn hyperscalers may face cashflow pressure from rapid depreciation and capex renewal cycles.
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