AI and chipmakers
- Google is letting users connect their Google Photos libraries to Gemini, letting the AI chatbot access private images for richer, personalized responses, which has renewed privacy and data‑control debates.
- AI‑chip startup Cerebras is reportedly preparing for an IPO, with potential valuation around three times its last private‑round price, as investors remain hungry for AI‑compute plays.
- Quantum‑related chip stocks are surging after Nvidia unveiled new AI‑optimized models aimed at boosting quantum‑computing infrastructure.
Big‑tech leadership and strategy
- Apple has tapped long‑time hardware chief John Ternus as its new CEO, with Tim Cook transitioning to executive chairman; this signals a continued push into AI‑integrated hardware and next‑gen Siri.
- Amazon is deepening its AI push, including a massive fresh investment in Anthropic that mirrors its OpenAI‑style cloud partnership and further integration of AI features into Alexa and AWS.
Apps, messaging, and consumer tech
- Meta is rolling out WhatsApp Plus in limited beta (Android), a premium tier that adds custom app icons, ringtones, and expanded chat‑management tools, as it experiments with subscription‑based monetization beyond ads.
- Google is expanding Gemini in Chrome to seven new countries, integrating its AI assistant more deeply into the browser‑search workflow and competing directly with Copilot and ChatGPT‑style experiences.
Regulation and security
- The U.S. Supreme Court is hearing a case that could reshape FCC enforcement power, reviewing whether the FCC can levy fines on wireless carriers for alleged customer‑data‑safeguard failures—a decision that could affect how telecoms manage data security.
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