AI 5 November 2025 - 15 January 2026

Waton Financial Trades Near Lows Ahead of Monday AI Platform Launch
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Waton Financial Trades Near Lows Ahead of Monday AI Platform Launch

Waton Financial closed Friday at $2.94, up 3.16% on volume of about 517,000 shares, above its recent average. The Hong Kong-based broker launched a limited beta of its AI investment tool, MoTA, for select professional investors on Monday. The stock remains below its $4 IPO price from 2025. Waton reported $6.1 million in revenue and an $8.37 million net loss for the first half of fiscal 2026.
May 30, 2026
Google flags 12-year power grid waits as the new choke point for its AI data centers
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Google flags 12-year power grid waits as the new choke point for its AI data centers

Google says U.S. transmission delays now pose the biggest obstacle to new data centers, with some utilities quoting grid connection waits of over a decade. The company is considering co-locating centers next to power plants to bypass bottlenecks. U.S. electricity demand is projected to hit record highs in 2026. Regulators have ordered PJM to set standards for large power users near generators.
January 15, 2026
OpenAI’s $10B Cerebras bet is about one thing: making ChatGPT faster
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OpenAI’s $10B Cerebras bet is about one thing: making ChatGPT faster

OpenAI will buy up to 750 megawatts of computing power from Cerebras Systems over three years in a deal exceeding $10 billion, a source said. The agreement aims to speed up AI inference as demand for fast responses grows. Cerebras claims its processors can deliver outputs up to 15 times faster than GPUs. Analysts warn mixing chip types could increase data center costs and complexity.
January 15, 2026
Google Gemini AI gets “Personal Intelligence” — and your Gmail and Photos are in play (if you opt in)
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Google Gemini AI gets “Personal Intelligence” — and your Gmail and Photos are in play (if you opt in)

Google began rolling out a beta “Personal Intelligence” feature for its Gemini app, linking Gmail, Photos, Search, and YouTube history to customize responses for U.S. AI Pro and Ultra subscribers. The feature is off by default. Google says some processed data may be reviewed by humans and used to improve services, depending on user settings. Wider availability is planned.
January 15, 2026
Anritsu’s MWC 2026 plan: AI-powered 6G testing, virtual labs, and a bigger push into satellite-style networks
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Anritsu’s MWC 2026 plan: AI-powered 6G testing, virtual labs, and a bigger push into satellite-style networks

Anritsu will debut AI-driven, cloud-based, and virtual 6G testing tools at MWC 2026 in Barcelona. The company’s MT8000A platform now supports spectrum up to 16 GHz and adds non-terrestrial network testing. Demos include lab-based digital twin replays, cloud automotive validation, and IoT power measurement. New software enables real-time satellite and aerial link emulation.
January 15, 2026
AI’s Memory Chip Crunch Is Getting Serious — SK Hynix Speeds Up New Fabs as Phone Price Warnings Spread
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AI’s Memory Chip Crunch Is Getting Serious — SK Hynix Speeds Up New Fabs as Phone Price Warnings Spread

SK Hynix will open its Yongin chip fab in February 2027, ahead of schedule, and start wafer production at its new M15X facility next month to boost high-bandwidth memory output for AI. Nothing CEO Carl Pei warned rising memory costs could force 2026 phones to increase prices or lower specs. Retail investors have poured into memory and storage stocks as AI demand drives prices higher.
January 15, 2026
Google upgrades Veo 3.1 to make vertical AI video easier, with “Ingredients to Video” landing in YouTube Shorts
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Google upgrades Veo 3.1 to make vertical AI video easier, with “Ingredients to Video” landing in YouTube Shorts

Google’s Veo 3.1 now generates native 9:16 vertical videos from reference images, targeting YouTube Shorts and the YouTube Create app. The “Ingredients to Video” tool offers improved motion and consistency for characters, objects, and backgrounds. Google is adding 1080p and 4K upscaling in select pro workflows, including Flow and Google Cloud tools.
January 14, 2026
Apple’s next Siri will use Google Gemini — and it shifts ChatGPT to a side role
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Apple’s next Siri will use Google Gemini — and it shifts ChatGPT to a side role

Apple will use Google’s Gemini AI models and cloud technology to power the next generation of Apple Foundation Models, including a more personalized Siri launching later this year, the companies said Monday. Financial terms were not disclosed. OpenAI’s ChatGPT will remain an opt-in option for complex queries. Alphabet’s valuation rose above $4 trillion after the announcement, according to Reuters.
January 14, 2026
AI Memory Chip Shortage 2026: Samsung Signals Price Hikes as DRAM and SSD Costs Surge for Phones, PCs, and TVs (Jan 10, 2026)
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AI Memory Chip Shortage 2026: Samsung Signals Price Hikes as DRAM and SSD Costs Surge for Phones, PCs, and TVs (Jan 10, 2026)

Samsung warns of unavoidable memory chip price hikes as a global shortage drives up DRAM, NAND flash, and SSD costs in 2026. TrendForce projects DRAM contract prices will jump up to 60% in Q1, with NAND flash up nearly 40%. Memory supply is being diverted to AI data centers, raising costs for phones and PCs. Dell calls it the worst shortage in years.
January 10, 2026
Google’s Aluminium OS Explained: Android PCs, AI at the Core, and What’s New Today (November 28, 2025)
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Google’s Aluminium OS Explained: Android PCs, AI at the Core, and What’s New Today (November 28, 2025)

Google’s Android-based desktop platform, codenamed Aluminium OS, surfaced in job listings and code references this week. The project aims to merge ChromeOS and Android into a unified AI-focused system for laptops and PCs. Early user sentiment data released today shows strong interest among tech enthusiasts in replacing ChromeOS with Aluminium OS. The final product name remains unconfirmed.
November 28, 2025
Nvidia vs Google: AI Chip War Escalates as Meta Eyes Google TPUs and Nvidia Claims It’s “a Generation Ahead” – 26 November 2025
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Nvidia vs Google: AI Chip War Escalates as Meta Eyes Google TPUs and Nvidia Claims It’s “a Generation Ahead” – 26 November 2025

Nvidia shares fell 2.6% Tuesday after reports that Meta is in advanced talks to buy billions of dollars’ worth of Google’s AI chips, potentially shifting business away from Nvidia. Alphabet stock jumped over 4% in pre-market trading. AMD, Micron, and TSMC also declined as investors reassessed the AI chip landscape.
November 26, 2025
Gmail and Gemini AI Controversy Explained: Is Google Training on Your Emails?
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Gmail and Gemini AI Controversy Explained: Is Google Training on Your Emails?

Google denied claims that Gmail content is used to train its Gemini AI, calling recent reports “misleading.” The controversy began after Malwarebytes published, then corrected, a viral post suggesting users were auto-opted in. Google says Gmail scans emails for features like spam filtering, not for AI model training. Malwarebytes now agrees, but warns users can disable these features if concerned.
November 24, 2025
Google Gemini Leak Reveals Direct NotebookLM Import, Connected App Shortcut, and Two‑Way Sync
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Google Gemini Leak Reveals Direct NotebookLM Import, Connected App Shortcut, and Two‑Way Sync

Fresh leaks on November 24 reveal Google is developing deep integration between Gemini and NotebookLM, including importing full notebooks into Gemini chats and sending Gemini conversations directly into NotebookLM. Code teardowns show new options for attaching NotebookLM content in Gemini and two-way sync features. TestingCatalog and Dataconomy report these changes signal a move toward a unified AI workspace.
November 24, 2025
Google Gemini Rolls Out to Android Auto: The Biggest In‑Car AI Upgrade Yet – and Polestar EVs Are Next
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Google Gemini Rolls Out to Android Auto: The Biggest In‑Car AI Upgrade Yet – and Polestar EVs Are Next

Google has begun rolling out its Gemini AI assistant to Android Auto, replacing Google Assistant in over 250 million compatible vehicles worldwide. The update supports 45 languages and brings features like smarter navigation, message translation, and email search. Polestar confirmed all its electric models will get Gemini from 2026. The rollout will continue over the coming months.
November 21, 2025
iPhone Air Designer Abidur Chowdhury Quits Apple for AI Startup: What His Exit Means for Cupertino’s Future
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iPhone Air Designer Abidur Chowdhury Quits Apple for AI Startup: What His Exit Means for Cupertino’s Future

Abidur Chowdhury, the London-born designer who led the iPhone Air’s design and appeared in its 2025 launch video, has left Apple to join an unnamed artificial intelligence startup, according to reports published November 17–18. Chowdhury joined Apple in 2019 and became a key figure in its post-Jony Ive design era. His exit follows the iPhone Air’s debut and adds to ongoing turnover in Apple’s design teams.
November 18, 2025
AI Boom Sparks Global Memory Chip Crisis: Samsung Hikes Prices Up to 60% and Smartphones Face a 2026 Price Shock
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AI Boom Sparks Global Memory Chip Crisis: Samsung Hikes Prices Up to 60% and Smartphones Face a 2026 Price Shock

Samsung has raised memory chip prices by up to 60% as demand from AI data centers strains global supply, Reuters reports. Smartphone makers including Xiaomi and OPPO have halted RAM orders after suppliers quoted price hikes of up to 50%. Analysts expect smartphone prices to rise through 2026, with some brands considering lower storage to offset costs.
November 17, 2025
ChatGPT App’s Meteoric Rise Stalls: Downloads Dip and Daily Usage Tumbles as Rivals Surge
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OpenAI GPT‑5.1 Goes Mainstream: What Developers, GitHub Copilot and Microsoft Copilot Studio Users Need to Know Today (15 November 2025)

OpenAI’s GPT-5.1 model is now live in the OpenAI API, GitHub Copilot, and Microsoft Copilot Studio. ChatGPT is being upgraded to GPT-5.1 Instant and Thinking, adding new tone and personalization features. Perplexity AI has integrated GPT-5.1 for paid users. Early testers report faster speeds and lower token usage compared to previous models.
November 15, 2025
Google’s November 2025 Pixel Feature Drop: AI Notification Summaries, Maps Power Saving, ‘Remix’ in Messages, Scam Alerts & More (Nov 12, 2025)
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Google’s November 2025 Pixel Feature Drop: AI Notification Summaries, Maps Power Saving, ‘Remix’ in Messages, Scam Alerts & More (Nov 12, 2025)

Google’s latest Pixel Feature Drop begins rolling out this week, adding AI Notification Summaries to Pixel 9 and newer (excluding 9a), a Maps Power Saving mode on Pixel 10 series, and new “Remix” photo tools in Messages for select English-speaking countries. Scam Detection expands to more regions and devices, while Google Photos and Contacts receive new editing and notification features. Rollout continues through December.
November 12, 2025
Nokia demos AI‑powered 6G receiver at Brooklyn 6G Summit, promising 10–25% uplink gains and reuse of existing 5G sites
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Nokia demos AI‑powered 6G receiver at Brooklyn 6G Summit, promising 10–25% uplink gains and reuse of existing 5G sites

Nokia and Rohde & Schwarz unveiled an AI-powered 6G receiver prototype at the Brooklyn 6G Summit, demonstrating uplink distance gains of 10–25% over current receivers. The lab radio operated between 7 and 30 GHz, targeting improved coverage at higher frequencies. Validation used Rohde & Schwarz test equipment. Nokia says the technology could enable 6G rollout on existing 5G sites.
November 7, 2025
OpenAI’s Sora: Viral AI Video App Arrives on Android Amid Excitement and Controversy
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OpenAI’s Sora: Viral AI Video App Arrives on Android Amid Excitement and Controversy

OpenAI’s Sora app, which generates short videos from text prompts, has launched on Android in the US, Canada, Japan, South Korea, Taiwan, Thailand, and Vietnam, following a viral iPhone debut. The app’s “cameo” tool lets users insert themselves or public figures into AI videos, raising legal and copyright concerns. Japanese studios and the government have demanded OpenAI stop using copyrighted anime. The company faces a lawsuit over the “Cameo” feature name.
November 5, 2025
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Stock Market Today

  • 3 Reasons to Buy Macquarie Group Shares: Growth, Global Reach, Valuation
    May 30, 2026, 6:07 PM EDT. The Macquarie Group Ltd (ASX: MQG) share price has shown strong performance, driven by rapid growth in its Banking and Financial Services (BFS) division, which posted a 9% operating income rise and 17% profit increase in FY26. Macquarie's home loan portfolio increased 28% year-over-year, capturing 7.1% of the Australian market. Less than a third of income is from Australia and New Zealand; international operations contribute significantly, with strong profits from its Commodities and Global Markets (CGM) division, which grew operating income 30% in FY26. Trading below 18 times estimated FY27 earnings, the stock is well-positioned for long-term growth but is not the cheapest option on the ASX, according to analysts.