July 7, 2025 . 5min read

AI's expansion is fueling a silent arms race for smarter infrastructure.
As intelligence spreads from the cloud to devices, startups and hyperscalers alike are battling to redefine performance, efficiency, and trust.
The shift isn’t just about faster chips — it’s about building a foundation where AI can act, adapt, and stay aligned in the wild.

🧠 AI & Cloud Infrastructure

  • OpenAI secures 4.5 GW of dedicated capacity from Oracle to power its Stargate systems, part of a $30B/year cloud deal expanding hyperscale sites in Texas, Michigan, and Wyoming, while also denying any ties to “OpenAI tokens” launched on Robinhood.
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  • Meta is training proactive AI chatbots that can message users first within WhatsApp and Messenger, using personas and memory to increase engagement and retention.
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  • Replit’s new Dev Agent “Dynamic Intelligence” adds long-range reasoning, multi-step autonomy, and live web search, enabling full-stack autonomous coding workflows.
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  • BBVA is rolling out Google Workspace with Gemini AI across its global operations, aiming to boost productivity and innovation through advanced generative AI tools and mandatory employee training.
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💻 Hardware & GPU Developments 

  • Dell ships the first Nvidia GB300 NVL72 units to CoreWeave, to be assembled and deployed in the US, reinforcing domestic AI GPU infrastructure capacity.
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  • Epoch AI lays out a US-led “AI Manhattan Project” concept to scale training compute 10,000x GPT-4 by 2027 using 27M GPUs and Apollo-style energy mobilisation.
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  • Microsoft teams up with Univers to implement an AI-powered energy efficiency system across its global data centre network.
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🧠  Insight of the Day

The next wave of AI won’t just run in the cloud—it’ll be shaped by the edge.


As latency, bandwidth, and privacy become the bottlenecks of centralized compute, edge AI is emerging as the new frontier.
Winners in this phase won’t just train the biggest models—they’ll deliver them fastest, closest, and most securely.
The question isn’t can it scale? anymore. It’s can it scale locally, responsibly, and in real time?

🏢 Sovereign & Data Centre News

  • UK regulator Ofgem approves £24B in transmission upgrades to bolster the country’s AI infrastructure and meet Clean Power 2030 goals.
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  • El Salvador becomes the first country to receive a sovereign allotment of Nvidia B300 chips, marking a milestone in GPU diplomacy.
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  • The Australian Department of Defence inks a AU$495M, five-year sovereign cloud contract with Microsoft, deepening military-grade cloud coverage.
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🗓️ This Day in AI - July 7

🔬 2015 – DeepMind Unveils Deep Q-Network (DQN) Results
On July 7, 2015, DeepMind’s DQN architecture hit a milestone by outperforming humans on multiple Atari games, setting a precedent for reinforcement learning benchmarks.

📡 2019 – OpenAI Publishes GPT-2 “Medium” Model
After initial concerns about misuse, OpenAI released its 774M parameter GPT-2 checkpoint on July 7, sparking a wave of experimentation with open LLMs in the research community.

🤖 2021 – Meta Releases BlenderBot 2.0
Facebook AI (now Meta) dropped BlenderBot 2.0, introducing long-term memory and real-time internet access for a chatbot — a precursor to today’s proactive AI agents.

🧠 2023 – Anthropic Releases Constitutional AI Paper
Anthropic’s paper on "Constitutional AI" dropped on July 7, 2023, outlining a new alignment framework where LLMs learn values from principles rather than human critics.

🛰️ 2024 – Stability AI Launches Stable Video Diffusion
On this day last year, Stability AI opened up access to its image-to-video generator, Stable Video Diffusion, triggering a race in multimodal open-source development.

🏦 Global AI Investments

  • Alibaba launches a $1.53B raise through exchangeable bonds to support expansion of its cloud and commerce divisions.
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  • Oracle, a16z, and Blackstone revive their joint bid to acquire TikTok, pushing ahead despite prior deal roadblocks.
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  • Meta unveils Meta Superintelligence Labs (MSL) after failing to acquire SSI, while former OpenAI scientist Ilya Sutskever assumes CEO role at SSI with a non-commercial AGI mission.
    Source

  • Capgemini will acquire WNS for $3.3 billion, accelerating its expansion into agentic AI and intelligent operations, and strengthening its global and US market presence.

🛠️ AI Tools & Updates

  • Adobe's AI Marketing Agents: Adobe unveiled ten new AI-enhanced agents designed to revolutionise marketing workflows. These agents can autonomously devise strategies, analyse data, optimise customer journeys, and create multimedia content in over 30 languages. Companies like Coca-Cola and Marriott have already collaborated with Adobe to leverage these capabilities.

  • Cloudflare's AI Bot Monetization Tool: Cloudflare introduced a new tool allowing website owners to control and monetise access by AI bot crawlers. Site operators can block unauthorised bots and set a "pay per crawl" fee, offering compensation when AI firms use their content for training models. This initiative aims to restore balance and sustainability to the internet ecosystem.

  • Google AI Studio 2025: Google launched AI Studio 2025, a platform for developers and creators to build and deploy advanced generative AI applications. It features powerful AI models like Gemini 2.5 Pro and Gemma, offering multimodal capabilities, customisation settings, and tools for generating high-quality images, speech, music, and videos.

  • Qualcomm's Snapdragon Auto Day: Qualcomm announced its inaugural "Snapdragon Auto Day" in India, set for July 30, 2025. The event will showcase Qualcomm’s advancements in smart automotive technologies, focusing on innovations such as connected vehicles, software-defined mobility, and Advanced Driver Assistance Systems (ADAS).

🏁 Outro: Until Tomorrow…


From Atari bots to sovereign chips and open-source AGI agents, every day feels like a page ripped from a sci-fi novel.

If you learned something today, pass it on. If you’re building something, tell us about it. And if your AI just debugged that 3 AM code error — give it a raise.

We’ll catch you tomorrow — at the edge of compute, where the future isn’t just arriving, it’s compiling itself.

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