Microsoft added Anthropic’s Claude models to Microsoft 365 Copilot—starting with Researcher and Copilot Studio—broadening model choice beyond OpenAI
Google has introduced Mixboard, an AI-powered mood board app available in U.S. beta, designed to rival Pinterest and Canva with AI-driven creativity.
Stargate expands with five new U.S. data centers to serve 700M weekly users, lifting capacity near 7 GW and $400B investment, on track for 10 GW by 2025.
The $100B OpenAI – NVIDIA Deal for 10 GW of compute introduces a financing model that links investment, hardware purchases, and leasing into one circular structure.
Oracle is in talks with Meta on a $20B multi-year deal to supply cloud capacity for AI model training and deployment, signaling a reshuffle in AI infrastructure.
Huawei’s Atlas 950/960 SuperPoDs and yearly Ascend chip upgrades aim to build giant, China-made AI clusters, challenging Nvidia and reshaping compute supply.
DeepSeek-R1-Safe debuted at Huawei Connect 2025 as China’s first thousand-card AI model, outperforming domestic peers while preserving task performance.
Nvidia will invest in Intel with a $5B stock purchase (~4% stake), building NVLink-connected CPUs and RTX SoCs for data centers and PCs, reshaping chip supply.
Luma AI’s Ray3 debuts with Adobe Firefly integration, enabling reasoning-based video generation, HDR EXR output, and creative workflows in Creative Cloud.
