GPT-5.4 drops with native Computer Use and agentic workflows, pushing AI from chatbot to autonomous operator. Meanwhile, sweeping U.S. chip export controls threaten to reshape the global semiconductor supply chain and AI hardware access.

Apple's $599 MacBook Neo, M5 Pro Fusion Architecture, and iPhone 17e mark a massive hardware refresh. Google ending its 30% Play Store fee and welcoming third-party Android stores reshapes mobile distribution.

Drone strikes disable AWS Middle East data centers as kinetic warfare meets cloud infrastructure. Apple's M5 Pro shifts to chiplets, Intel's 18A node debuts 288-core Xeon, and LLMs deanonymize users at scale for $1.40.

Cerebras wafer chips power OpenAI's Codex-Spark to real-time coding speeds. Alibaba's Qwen3.5-9B outperforms GPT-120B on consumer hardware, as Arm's Cortex-X925 and Apple's new C1X modem redefine silicon competition.

Cortical Labs' CL1 proves living neurons can play Doom. Nvidia's secret inference chip reshapes AI deployment, MWC 2026 debuts foldable handhelds, and kinetic strikes on AWS UAE expose cloud fragility.

OpenAI secures a Pentagon deal and $110B round as Anthropic fights a government supply-chain blacklist in court. Nvidia's $30B stake cements GPU dominance while Google deploys 100-hour iron-air storage at data centers.

OpenAI's $110B raise at $730B valuation cements Amazon's Trainium at 2GW and AWS as exclusive Frontier cloud host. Perplexity's Computer enters the picture with 19-model orchestration, signaling the agentic AI era.

ASML's high-NA EUV clears the path to sub-2nm AI chips, while Fujitsu's 144-core Monaka leverages Broadcom's 3D stacking. Form Energy's iron-air battery tackles grid storage, and Block's AI pivot costs 4,000 jobs.

Nvidia's Vera Rubin GPUs hit customers with 288GB HBM4 memory, while Alibaba's Qwen3.5 brings frontier AI to local hardware. Plus: Claude weaponized in a 150GB Mexican government breach and sodium-ion batteries break through.

Meta's $100B AMD deal, potentially handing Meta a 10% equity stake, is a tectonic shift in AI compute. AMD's ROCm stack finally gets hyperscale validation. Meanwhile, Wayve pulls $1.2B to bet on embodied AI.