Agentic Coding, Trillion-Dollar Cloud Bets, and Governance at the Forefront
This week AI leapt further into industrial deployment. OpenAI introduced GPT-5 Codex, an agentic coding model that autonomously writes, tests, and deploys software, while GitHub rolled out its own Copilot Coding Agent to automate full developer workflows. OpenAI also signed a historic $300B cloud deal with Oracle to power its expansion, as Apple officially unveiled Apple Intelligence, a hybrid privacy-first AI system for iPhones and Macs. On the open-source front, the UAE’s MBZUAI and G42 launched K2 Think, the “world’s fastest open-source model,” while Baidu’s ERNIE-4.5 and NVIDIA’s preview of the Rubin CPX GPU extended efficiency and scale. Meanwhile, governance pressures mounted from China’s antitrust probe into NVIDIA to lawsuits over AI summaries and copyright.