Overview
- Apple announced price increases for Macs, iPads, Vision Pro and HomePod after Thursday's sharp rise in RAM and SSD costs that the company said it could no longer absorb.
- The company warned the June 25 adjustments may be only the start of broader price moves as expiring long-term memory contracts leave it more exposed to spot-market swings.
- Google postponed the commercial launch of Gemini 3.5 Pro to July and is reorganizing an AI programming task force after several senior researchers left for competitors, a move intended to shore up code-generation capabilities.
- U.S. regulators have constrained how the most powerful models are released, leading OpenAI to stage limited GPT-5.6 previews for a small set of enterprise customers during a government review process.
- Massive new capital is accelerating infrastructure growth — Abu Dhabi’s MGX reportedly raised about $50 billion and other funds closed multibillion-dollar raises — a flow that will keep pressure on memory and data-center supply chains and favor firms with locked supply or strong buying power.