Hey

AI didn't take the weekend off. Neither did we. Here's every move that mattered last week: top stories, the pod, and tools for you before you’ve had your second coffee. Five minutes. Done.

📰 Catch Up On Your Reading

1. US demands allies pick AI sides as tech rivalry intensifies Washington pressures partner nations to commit to US-aligned AI infrastructure, signaling a harder line on cross-border technology partnerships. → Read the full issue

2. Apple builds China-only AI model to comply with local regulations The company is training a separate AI system for Chinese users, navigating strict government data requirements while the US pressures allies to take sides on AI infrastructure. → Read the full issue

3. Nvidia backs $105B Ohio data center deal The chipmaker commits to a massive infrastructure investment as AI compute demand outpaces supply across North America. → Read the full issue

4. Google locks in $12.2B chip deal to secure AI supply chain The search giant secures long-term semiconductor access as competition for advanced chips intensifies among hyperscalers. → Read the full issue

5. Micron bets $10B on AI memory lab The memory chipmaker doubles down on high-bandwidth memory production to meet surging demand from AI training clusters. → Read the full issue

🎙️ Last Week's Podcast

⚡️ How Instacart Is Merging Online and In-Store Shopping — David McIntosh of Instacart breaks down the $350M Caper acquisition, why smart carts beat ceiling cameras, multimodal sensor fusion on NVIDIA Jetson hardware, and how agentic AI is fixing store operations while driving measurable sales lift across 100+ cities

→ Watch on YouTube

🚀 From The AI Report

Upscaile — Enterprise AI Training for Teams 

Need to upskill your whole team, not just yourself? Upscaile is our B2B training platform built for business leaders who want real AI adoption, not just awareness.

→ Learn more at upscaile.com

Join the community, where you can access:

📊 2026 AI Tool Stack Guide (20+ pages)

🤖 HubSpot x The AI Report: ChatGPT at Work Guide

📝 Claude + ChatGPT Prompt Library (75+ prompts)

→ Check it out

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That's your week. See you Monday.

— Arturo and Liam.

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