Walmart x ChatGPT, Google’s $15B AI Hub, OpenAI Chips, IG Teen Overhaul, Spotify on Netflix

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Walmart partners with OpenAI to let shoppers buy items through ChatGPT
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• Lets Walmart customers buy directly through ChatGPT, moving e-commerce into conversations.

• Helps Walmart compete with Amazon by embedding shopping inside AI tools.

• Raises challenges around security, trust, and handling returns within chat.

Google to invest $15B in Indian AI infrastructure hub
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• Largest Google investment in India to build massive AI and cloud infrastructure.

• Will host data centers with TPUs and improve access for startups and enterprises.

• Strengthens India’s role as a global AI hub while fueling competition with AWS and Microsoft.

OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators
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• Joint effort to build custom AI accelerators and networking systems.

• Goal: deploy 10 gigawatts of AI compute by 2029 for faster, more efficient models.

• Signals vertical integration, reducing reliance on NVIDIA and other chipmakers.

Instagram is making all teen accounts ‘PG-13’
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• All teen accounts restricted to safer, PG-13-style content.

• Limits exposure to adult themes, risky stunts, and explicit material.

• Driven by regulatory pressure and growing scrutiny of social media’s impact on minors.

Spotify partners with Netflix for video podcast distribution deal
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• Spotify’s video podcasts will stream on Netflix starting in 2026.

• Expands audience reach and blurs lines between podcasting and video streaming.

• Creates new monetization and distribution opportunities, but adds complexity in integration.