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Weekly#667

  • SpaceX could list at $1 trillion valuation next year, in one of world’s biggest IPOs
  • CoPilot Usage Report 2025 PDF
  • GPT-5.2 is OpenAI’s latest move in the agentic AI battle…GPT-5.2 features a 400,000-token context window, allowing it to process hundreds of documents at once, and a knowledge cutoff date of August 31, 2025
  • “…IDC is already predicting fewer smartphone sales in 2026 due to the RAM shortage, and a $9 increase in average phone prices…”
  • Google debuts ‘Disco,’ a Gemini-powered tool for making web apps from browser tabs
  • ‘Greetings, earthlings’: Nvidia-backed Starcloud trains first AI model in space as orbital data center race heats up
  • Oracle, which has burned around $10 billion in cash in the first half of its fiscal year due to the AI investments
  • “…Drugs with annual rev­enue of about $180bn are going off pat­ent in 2027 and 2028, roughly 12 per cent of the global mar­ket, accord­ing to Eval­u­ate Pharma data, with almost every large com­pany affected…”
  • “China’s AI Power Play: Cheap Electricity From World’s Biggest Grid..China now has the biggest power grid the world has ever seen. Between 2010 and 2024, its power production increased by more than the rest of the world combined…with more than 100 data centers in operation or on the way…34 nuclear reactors under construction, according to the World Nuclear Association, and nearly 200 others planned or proposed… Goldman Sachs predicts that by 2030, China will have about 400 gigawatts of spare capacity, about three times the world’s expected data-center power demand at that time…”
  • China Prepares as Much as $70 Billion in Chip Sector Incentives
  • Model Once, Represent Everywhere: UDA (Unified Data Architecture) at Netflix
  • Five AI Security Myths Debunked at InfoQ Dev Summit Munich
  • “…Perhaps that is to be expected in the era of TikTok and A.I. Some education experts believe that in the near future, even the most sophisticated stories and knowledge will be imparted mainly through audio and video, the forms that are dominating in the era of mobile, streaming media…”