AI is no longer just about chatbots. This week’s biggest moves are about tools, military networks, and infrastructure spending. Here are the must-know shifts shaping the next phase of AI.[5][7][9][13]
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OpenAI gave Codex a major upgrade: it can now work across computer use, web workflows, image generation, memory, automations, and deeper developer tools. OpenAI also introduced GPT-Rosalind for life sciences research.[5]
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The Pentagon struck AI deals with seven Big Tech firms, including OpenAI, Google, Microsoft, Amazon, Nvidia, SpaceX, and Reflection. Anthropic was left out after the administration’s safety dispute.[7]
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Big Tech’s AI spending is exploding: Alphabet, Amazon, Meta, and Microsoft could top $700 billion in capex this year. NVIDIA’s GTC recap also pushed hard on AI factories, agentic AI, and physical AI.[9][13]
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Bottom line: the AI race is moving from model demos to compute, deployment, and who gets access to the rails. That’s the story to watch next.[9][13]
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Which of these AI shifts surprised you most? Reply below or repost this thread with your take.
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