🧠 Cloud & Infrastructure Watch

  • OpenAI launches ChatGPT Go globally at $8/month, offering higher limits, longer memory, GPT-5.2 Instant access, and ads for U.S. users.
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  • xAI brings its Colossus 2 supercomputer online, claiming the first operational gigawatt-scale AI training cluster in the world.
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  • OpenAI reveals $20B+ annualised revenue for 2025, tripling year-over-year while expanding compute capacity 10× since 2023.
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  • OpenAI is reportedly aiming to debut its first dedicated device in 2026, signalling a push beyond apps into owned hardware distribution.
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  • OpenAI’s internal planning reportedly frames 2026 as the year of “practical adoption”, prioritising deployment over flashy frontier demos.
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  • Google’s Gemini is seeing developer demand more than double in five months, suggesting ecosystem pull is accelerating.
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  • ByteDance is reportedly targeting Alibaba with an AI-led cloud drive push, escalating the China cloud + AI platform fight.
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💻 Hardware & Semiconductor Moves

  • Micron acquires Powerchip’s P5 fab in Taiwan for $1.8B, accelerating DRAM output as AI memory shortages extend beyond 2026.
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  • Elon Musk says Tesla will restart Dojo chip development, targeting a nine-month internal chip design cadence.
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  • Nvidia reportedly contacted Anna’s Archive seeking access to large-scale book corpora, spotlighting the growing scarcity of high-quality training data inputs.
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