🧠 Cloud & Infrastructure Watch

  • WordPress.com added an AI assistant that can edit pages, restyle layouts, and generate images from simple instructions.
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  • Cohere launched new open multilingual models aimed at pushing strong language support onto smaller, cheaper deployments.

  • Infosys partnered with Anthropic to build enterprise agents inside its Topaz platform, pitching “enterprise-grade” agentic systems for big clients.
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  • Anthropic shipped Sonnet 4.6, pushing harder into agent workflows and “computer use” style automation.
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  • Microsoft is testing a unified Copilot “Tasks” style feature to schedule and automate multi-step workflows.

  • Figma rolled out a feature to turn AI-generated code into editable designs, tightening the design-to-build loop.
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  • India’s AI compute push includes a shared GPU buildout plan that signals more national-scale capacity pooling.
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💻 Hardware & Semiconductor Moves

  • GlobalFoundries and Renesas expanded their partnership to boost US chip manufacturing capacity.
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  • Running frontier models is increasingly a memory constraint problem, driving demand for higher-bandwidth memory and smarter optimisation.

  • India’s plan to add 20,000 GPUs as shared compute is turning “GPU access” into a national infrastructure lever

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