The "now" happening.
Anthropic’s Claude is coming to Microsoft’s Copilot.
Business users of Microsoft’s Copilot-branded AI assistant will be able to toggle between OpenAI and Anthropic models for certain functions.
Anthropic’s models, including Claude Opus 4.1 and Claude Sonnet 4, will be available for users of Microsoft 365 Copilot’s Researcher feature and Copilot Studio.
Original article: link
Nvidia will invest $5bn in Intel to co-develop chips for PCs and data centers.
• The deal marks a major collaboration between two longtime rivals, aiming to combine Nvidia’s GPU expertise with Intel’s CPU capabilities.
• Intel’s shares surged after the announcement, signaling renewed confidence in its future amid struggles in AI and manufacturing.
• The agreement does not include using Intel’s foundry for Nvidia’s chip production.
• The partnership is seen as a strategic lifeline for Intel, potentially reshaping the competitive landscape in AI and computing.
Original article: link
Quote of the day.
“I bought a copy of Faulkner’s Light In August and went to the noisiest jazz café I could think of, reading my new book while listening to Ornette Coleman and Bud Powell and drinking my hot, thick, foul-tasting coffee. At five-thirty I closed my book, went outside, and ate a light supper. How many Sundays- how many hundreds of Sundays like this- lay ahead of me? “Quiet, peaceful, and lonely,” I said aloud to myself. On Sundays, I didn’t wind my spring.” Haruki Murakami, Norwegian Wood
Indonesia plans to end its electric vehicle tariff exemption at the end of 2025.
• The tariff break boosted EV sales, especially for Chinese brands like BYD, but hurt local factory utilization.
• BYD now holds over 50% of Indonesia’s EV market, mainly through imports, while Japanese automakers lost market share.
• The government expects automakers to start local production by 2027, with BYD building a factory for 2026.
• Weak middle-class purchasing power and stagnant demand challenge the case for more local vehicle production.
This change will help Vinfast Indonesia with their factory is under construction and production is expected in 2026.
Original article: link
Thailand is rapidly becoming a major global hub for printed circuit board (PCB) manufacturing, driven by AI-related demand.
• Global tech companies and top PCB makers from China and Taiwan are investing heavily in Thailand to diversify supply chains away from China and Taiwan.
• AI applications are fueling fast expansion, while non-AI PCB makers remain cautious due to uncertain market demand.
• The influx of foreign companies is creating talent shortages, rising wages, and cultural challenges for local workers.
• Thailand’s PCB industry is young and still relies on imported materials and equipment, but production value is projected to grow quickly despite ongoing risks and competition.
Original article: link