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Nvidia board reportedly preparing to oust Huang [Xtra!]A leadership change at the world's most valuable chipmaker would ripple through every AI roadmap.
Anthropic adds another $4.3bn in Microsoft compute agreements [Xtra!]Shows how deeply frontier labs are locking in multi-year cloud capacity to keep training and serving models.
Data center energy demand is outpacing the grid, and some towns are pushing back [Xtra!]Power and local politics, not just chips, are becoming the binding constraint on AI buildout.
Shopify ships a generative discovery model for product search [Xtra!]A major e-commerce platform is replacing keyword search with generative recommendation at scale.
Databricks expands Genie Agents to more data sources [Xtra!]Enterprise data agents are moving from single-warehouse querying toward broader cross-source reasoning.
How two engineers' side projects became Dropbox's action-taking agent [Xtra!]A grassroots engineering story about how internal experimentation becomes a shipped product feature.