🧠 Cloud & Infrastructure Watch

  • ServiceNow names OpenAI a preferred enterprise AI partner, embedding GPT-5.2 and future multimodal models directly into 80B+ annual enterprise workflows across IT, HR and finance.
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  • Google launches a new cloud region in Bangkok, expanding Southeast Asian AI and hyperscale infrastructure capacity.
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  • OpenAI pledges to “pay its own way” to power Stargate data centres, signalling tighter control over long-term energy and infrastructure costs.
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  • OpenAI launches Horizon 1000, an AI initiative focused on advancing primary healthcare diagnostics and workflows.
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  • Anthropic launches/expands educator initiatives with Teach For All to train 100k+ teachers across 60+ countries on Claude-enabled classroom workflows.
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💻 Hardware & Semiconductor Moves

  • Deepseek researchers unveil a memory breakthrough decoupling RAM and compute to bypass GPU bottlenecks.
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  • Nvidia H200 exports to China are now being handled on a case-by-case basis under updated US policy.
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  • TSMC posted another record quarter with profit up 35%, driven by sustained AI chip demand.
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  • Micron’s Taiwan fab move accelerates DRAM capacity expansion as AI memory constraints continue to dominate near-term infra bottlenecks.
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