Resident AI agents like Anthropic's Claude Duet are pushing workloads into cloud data centers, rewriting the mix of CPUs, storage and networking inside server rooms. In China, cross-platform agents face obstacles, so infrastructure vendors are booking orders before the application layer proves itself.
OpenAI will bring GPT-6 Astra, GPT-6.1 Sol, GPT-6 Luna and Codex to Google Cloud, a rare deal between two fierce rivals. The first models are already reaching some enterprise customers, with more integrations planned.
Microsoft Research's Magnetar project aims to make zero-knowledge proofs practical for ordinary programming languages, letting computers verify results without redoing the work or exposing private data. The work promises major speed gains for cloud and AI workloads.
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