👀In Case You Missed It
Anthropic lit the fuse — A $50B U.S. data-centre blitz with Fluidstack makes it one of the largest private infrastructure commitments in AI history.
JPMorgan calls it a $5T decade — Wall Street now classifies AI infrastructure as its own asset class, with hyperscaler debt and sovereign energy strategy colliding head-on.
VEIR’s superconducting leap — Microsoft-backed cooling tech hits pilot stage, unlocking the next generation of ultra-dense, energy-efficient data-centre design.
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🧠 Cloud & Infrastructure Watch
OpenAI rolls out GPT-5.1, introducing faster reasoning models (“Instant” and “Thinking”) with tone presets, improved instruction-following, and multi-model routing across ChatGPT, Copilot, and Enterprise.
Read MoreMicrosoft activates its new Atlanta AI hub, linking it to Wisconsin via fibre as part of its first “AI superfactory,” running distributed training jobs across hundreds of thousands of Nvidia GPUs.
Read MoreMicrosoft gains access to OpenAI’s custom chip IP, extending their hardware partnership through 2032 to co-develop system-level AI designs and close its in-house silicon gap.
Read MoreSam Altman-backed Exowatt introduces solar-thermal systems to power AI data centres using “billions of hot rocks,” aiming for 1¢/kWh electricity and 1M-unit annual scale.
Read MoreCNN reports AI data centres driving power-price spikes in Maryland, as grid stress and energy allocation become central to U.S. AI regulation debates.
Read MoreMeta announces a new data-centre campus in Beaver Dam, Wisconsin, continuing its U.S. expansion drive.
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💻 Hardware & Semiconductor Moves
Nvidia reportedly moving to full in-house AI server production, vertically integrating GPU, networking, and system assembly to increase margins and control.
Read MoreMicrosoft and OpenAI’s chip collaboration allows Redmond to use OpenAI/Broadcom AI hardware designs, a shortcut to custom silicon.
Read MoreCursor, the AI coding assistant, raises $2.3 B at a $29.3 B valuation to expand its Composer model and integrated dev-environment ecosystem.
Read MoreIQM launches Halocene quantum chip line, focused on quantum error correction—positioning for near-term quantum-AI hybrids.
Read MoreTesla AI boss warns staff 2026 will be their “hardest year yet”, as its full-self-driving and Dojo AI roadmap intensifies.
Read MoreApple halves App Store commissions and adds new privacy limits for third-party AI integrations, reflecting growing control over on-device intelligence.
Read MoreSK Telecom trims 30% of executives, refocusing leadership around semiconductor and AI platform alignment.
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