Amazon to Invest Over $5 Billion in Data Centers in Taiwan
Amazon plans to invest over $5 billion in a cluster of data centers in Taiwan. This investment will support the launch of a new cloud services region on the island, providing developers, startups, and enterprises with more options to run applications and serve end-users from AWS data centers in Taiwan. Amazon to Invest Over $5 Billion in Data Centers in Taiwan | Morningstar

Sakana AI Develops Self-Upgrading AI Agent
Sakana AI and University of British Columbia researchers introduced the Darwin Gödel Machine (DGM), a coding AI agent that autonomously rewrites and improves its own code. DGM achieved a 150% boost in task performance and maintains improvements even when the base model is swapped out.
via The Rundown

OpenAI Updates Codex and Voice Tools
OpenAI rolled out major upgrades to its Codex programming assistant and voice agents, enabling smoother coding support and more natural conversations. These enhancements aim to streamline workflows for developers and enterprises.
via Everyday AI

Google NotebookLM Adds Public Sharing Feature
Google's AI-powered NotebookLM now allows users to publicly share AI-generated notes, summaries, and Q&A links, enhancing collaboration and educational use.
via Everyday AI

 🎯 AI Reality Check

It's easy to get swept up in headlines and valuations—but underneath it all, the AI race is still a battle of infrastructure, bandwidth, and heat. From billion-dollar data halls to exotic cooling strategies, today’s digital gold rush is being shaped not just by ideas, but by kilowatts and cables. If your GPU isn't hot, you're probably not innovating.

Forget venture dollars. The hottest commodity in tech today is access to compute. Startups can raise millions, but without GPU power or a sovereign cloud strategy, they’re stuck on the sidelines. The smartest teams now optimize not just their models—but their infrastructure maps too.

💻 Hardware & GPU Developments

AMD's 16GB Radeon RX 9060 XT Emerges as New Midrange GPU Leader
At $349, AMD’s 16GB Radeon RX 9060 XT is establishing itself as the new midrange GPU to beat. It offers significant performance improvements over its predecessors and competes closely with Nvidia's offerings in the same price range. Review: At $349, AMD’s 16GB Radeon RX 9060 XT is the new midrange GPU to beat - Ars Technica

Anthropic Launches “Integrations” for Claude Pro
Anthropic's Claude Pro now supports “Integrations,” enabling advanced users to connect Claude to external tools like Google Workspace and browse the web — expanding practical coding and research utility.
via Everyday AI

Sora Video Generator Now Free via Bing
Microsoft has integrated OpenAI’s Sora model into its Bing mobile app, letting users generate short AI videos for free. Each user gets 10 fast credits and unlimited slower renders.
via TLDR AI

🧠 Insight of the Day: The race for AI supremacy isn’t just about data or models—it’s about compute sovereignty.

As AI grows more agentic and infrastructure-hungry, the real power lies with those who own and control the chips, the energy, and the physical data centers. The next tech giants might not be app builders—they'll be the ones who control the silicon, the land, and the electricity. Cloud is now geopolitics.

Kuwait Wealth Fund Joins Microsoft and BlackRock’s $30bn AI Infrastructure Partnership
The Kuwait Investment Authority has joined the AI Infrastructure Partnership, which includes Microsoft and BlackRock, aiming to fund data centers and energy projects with a goal of raising up to $30 billion in equity investments, alongside some $70 billion in debt financing. Kuwait wealth fund joins Microsoft and BlackRock’s $30bn AI Infrastructure Partnership - DCD

Thrive Holdings Bets on AI to Transform IT Services
Thrive Holdings, established by Thrive Capital, has invested $100 million into Shield Technology Partners, aiming to revolutionize IT services with AI. Shield has acquired four managed service providers to form an AI-enabled IT services platform. Exclusive | Thrive Holdings Is Betting That AI Can Change IT Services - WSJ

Salesforce Acquires Moonhub for AI Recruitment
Salesforce has acquired Moonhub, a startup focused on AI-powered recruitment agents, to strengthen its Agentforce platform and broader AI workforce strategy.
via TLDR AI

Snowflake Acquires Crunchy Data; Databricks Buys Neon
Snowflake and Databricks made major database acquisitions to support the AI agent stack. Snowflake bought PostgreSQL specialist Crunchy Data for $250M, while Databricks acquired Neon, a serverless Postgres startup, for $1B.
via TLDR AI

Samsung Eyes Perplexity AI Integration
Samsung is reportedly exploring integration of Perplexity AI’s assistant and search capabilities into its mobile devices, expanding its smart assistant portfolio.
via Everyday AI

🔍 2020 – GPT-3’s API Begins Closed Beta
On June 6, 2020, OpenAI began selectively rolling out GPT-3 to developers via private API access. This marked the start of mainstream experimentation with large language models and set the stage for today’s AI agent boom.

📺 2023 – DeepMind Teases Gemini for the First Time
Google DeepMind dropped the first official hints about its next-generation model family, Gemini, which would later rival GPT-4 and Claude in multimodal reasoning and agentic design.

🚨 2024 – Hugging Face Releases Open Source RLHF Dataset
A year ago today, Hugging Face made waves by releasing the largest open Reinforcement Learning from Human Feedback dataset. It quickly became a go-to resource for fine-tuning safe, aligned models in open research.

💰 2025 – Nvidia Crosses $4 Trillion Market Cap
Today, Nvidia became the world’s most valuable company — briefly surpassing Microsoft and Apple — driven by surging AI infrastructure demand and record preorders for its Blackwell GPU stack.

🧠 Fun Fact
Claude 2.0’s internal codename was “Porcupine” — a nod to the model’s defensive reasoning style and spiky performance during edge-case testing. It was later dropped when early users thought it sounded too "hostile."

7. Rapid Evolution of AI Demands Agile Security Strategies
Generative AI is progressing at an unprecedented pace, rendering traditional AI security strategies quickly obsolete. Companies are challenged to make swift and potentially risky security decisions to counteract AI-driven threats, including autonomous attacks. Why AI security playbooks need perpetual updating

8. WEIR AI Introduces Public Identity Management™ at Cannes Lions 2025
WEIR AI, an official sponsor of Cannes Lions 2025, will showcase its new Public Identity Management™ technology at the festival. This innovation addresses the critical question of digital identity ownership in today's AI-driven world. WEIR AI, Official Partner, Debuts Public Identity Management™ at Cannes Lions International Festival of Creativity 2025

UK House of Lords Rejects AI Copyright Proposal
The UK’s House of Lords voted down a plan to let AI developers freely use copyrighted content without licensing. The proposal now heads back to the Commons for revision.
via Everyday AI

FDA Launches “Elsa” AI Tool for Clinical Reviews
The U.S. FDA unveiled Elsa, a generative AI tool that accelerates clinical reviews and inspection targeting. One case showed a 3-day task completed in 6 minutes.
via TLDR AI

Anthropic CEO Warns AI May Eliminate 50% of Entry-Level Jobs
Anthropic’s CEO claims AI could replace up to half of entry-level white-collar jobs, highlighting the disruptive power of agentic systems like Claude 3.5.
via Everyday AI

9. AWS Establishes European Sovereign Cloud as Separate Company
AWS has announced the establishment of its European Sovereign Cloud as a separate company, incorporated in Germany. The new entity will be independently operated, with leadership comprising EU citizens residing in the EU, to meet the needs of European governments and enterprises. AWS establishes European Sovereign Cloud as separate company - DCD

Bit Digital Plans 99MW Data Center in North Carolina
Bit Digital has acquired a manufacturing site in North Carolina to build a 99MW data center focused on AI and high-performance compute.
via DCD Daily

Siemens Energy and Eaton to Build Off-Grid Power Plant
The companies announced a partnership to develop a natural gas–powered off-grid energy plant for AI-centric data centers, boosting energy resilience.
via DCD Daily

TAE Technologies Raises $150M for Fusion-Powered AI Infrastructure
TAE Technologies secured $150 million in new funding, including backing from Google, to commercialize nuclear fusion energy for AI infrastructure.
via DCD Daily

🗳️ France Votes on National AI Cloud Sovereignty Bill
Outcome expected midday — could redefine how AI infra is governed across the EU.

🧠 Meta May Drop First-Party Benchmarks for Llama 3.5
Watch for a performance paper or GitHub repo drop.

🔄 Anthropic Agent Update Incoming?
Claude’s integrations might expand with new calendar, email, or CRM abilities.

🛰️ More Sovereign Cloud Announcements from Middle East or Eastern Europe
Unconfirmed chatter around new regional data residency deals (👀 stay tuned).

💥 Expect GPU pricing volatility post-Blackwell Ultra teasers
Custom builds and OEM leaks may surface by late afternoon.

That’s a wrap on today’s dispatch — a whirlwind of power grids, prompt stacks, and sovereign pivots.
We’re watching a new digital order form in real time, where infra isn’t just a backend concern — it’s the battleground for geopolitical leverage and enterprise dominance.

If you learned something, forward it. If you’re building something, tell us. And if your AI agent finally booked that meeting right — give them a raise.

Catch you tomorrow at the edge of compute.

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