OpenAI and Broadcom are building 10GW of custom AI accelerators, with the first racks landing in 2H 2026 and full deployment by 2029.

Microsoft’s MAI-Image-1 — its first fully in-house image model — has already cracked LMArena’s Top 10 and is headed into Bing Image Creator and Copilot.

Walmart now lets you shop directly inside ChatGPT, linking your account so you can browse and check out entirely by prompt.

Oracle’s new Zettascale10 fabric is designed to link hundreds of thousands of Nvidia GPUs into what it calls “the largest cluster in the cloud.”

Nvidia warns 1MW racks and 800V DC power are the new AI baseline, forcing data centre partners to retool for next-gen thermal and electrical loads.

Microsoft rolls out “Hey Copilot”, screen-view help, and Copilot Actions across Windows 11 (opt-in)
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Salesforce x Google deepen ties — Agentforce 360 gets Gemini multimodal hooks; tighter Slack/Workspace link
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F5 Networks discloses long-term state-actor breach with stolen code and customer data
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Oracle Dedicated Region25 now available in a three-rack footprint
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Oracle says its cloud infrastructure revenue could hit $166B by FY2030, citing “hundreds of billions” in recent AI bookings and diversified customers beyond OpenAI.
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ABB says data-centre demand from AI is still accelerating; electrification orders are growing double-digit and retrofits are a major opportunity.
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Kayak launches an AI Mode for travel search and bookings
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Spotify partners with major labels on “artist-first” AI music tools and controls
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TSMC lifts outlook on AI demand, sending chip stocks higher; Nvidia, Micron, Broadcom and others gained on the guidance.
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Apple M5 chip announced with faster on-device AI across Mac, iPad, Vision Pro
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Anduril “EagleEye” mixed-reality helmet brings soldier-worn, AI-assisted targeting and overlays
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Meta x Arm partnership to scale Meta’s AI compute efforts

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