👀In Case You Missed It

  • OpenAI is testing “Memory Search,” letting users query everything ChatGPT remembers about them — shifting the assistant toward a persistent personal archive.

  • AWS re:Invent went fully AI-first, launching Nova models, Nova Forge for custom variants, and Nova Act to build autonomous agents directly into enterprise workflows.

  • AWS previewed three frontier agents — Kiro, Security, DevOps — designed to run autonomously for hours or days across GitHub, Jira, CloudWatch and more.

  • Anthropic’s internal productivity study claims Claude can 2× engineer output, reinforcing that copilots are becoming mandatory inside technical teams.

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🧠 Cloud & Infrastructure Watch

  • Google launches Workspace Studio for no-code Gemini agents that automate Gmail, Drive and Docs workflows.
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  • Snowflake signs a $200m deal to embed Claude into its platform for enterprise-grade agentic AI.
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  • AWS expands Bedrock + SageMaker customisation as re:Invent shifts fully toward long-running agents.
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  • Amazon gives Kiro coding agent free to startups to drive developer adoption.
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  • UiPath beats expectations as demand for agentic automation spikes across enterprises.
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  • Perplexity open-sources BrowseSafe to protect AI browser agents from malicious page injections.
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💻 Hardware & Semiconductor Moves

  • Amazon’s Trainium 3 hits multibillion-dollar revenue as AWS deepens ties with Nvidia.
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  • Micron exits consumer RAM/SSD to focus on high-bandwidth AI memory.
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  • China’s Moore Threads surges 400%+ on IPO, signalling intense demand for local Nvidia rivals.
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  • Cambricon aims to triple AI chip output as China accelerates domestic silicon.
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  • New AI-driven chip design startups like Ricursive target weeks-not-years silicon cycles.
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  • Anthropic publishes internal survey: Claude now used for 60% of engineers’ tasks, doubling productivity year-over-year.
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  • Visa reports nearly half of U.S. consumers used AI tools for holiday shopping workflows.
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