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Welcome to today’s AI Boost 🚀

Meta is going all‑in on colossal AI campuses, Nvidia’s Jensen Huang is courting policymakers on both sides of the Pacific, and Google is turning NotebookLM into a curated learning library. We’ve also got a whirlwind acquisition in the coding‑agent wars, fresh Pentagon dollars for frontier models, and Amazon’s bid to tame “vibe coding.” Let’s dive in.

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1. Zuckerberg wagers “hundreds of billions” on super‑scale AI hubs

Meta CEO Mark Zuckerberg unveiled plans to pour hundreds of billions of dollars into AI titans like the 5‑GW Hyperion and 2026‑bound Prometheus campuses—each sprawling over an area “comparable to a large part of Manhattan.” The cash will fuel Meta’s new Superintelligence Labs (led by Alexandr Wang and Nat Friedman) and push 2025 cap‑ex to $64‑72 billion. Meta has already sunk $14.3 billion into Scale AI and says the spend is boosting ad efficiency, even as rival models outpace Llama 4.

2. Nvidia’s Jensen Huang pitches AI policy in Washington and Beijing

On a whirlwind July tour, Jensen Huang met President Trump and U.S. lawmakers to champion domestic AI manufacturing, then flew to Beijing to talk productivity and announce a new, export‑compliant RTX PRO GPU. Nvidia is also re‑applying to sell its H20 chip in China, underscoring Huang’s message that AI is now “a fundamental resource—like water or the internet.”

3. NotebookLM rolls out eight “featured notebooks” you can talk to

Google’s AI notebook app now ships pre‑made collections on topics from longevity (Eric Topol) to Shakespeare, complete with AI summaries and podcast‑style Audio Overviews. Partners include The Atlantic and The Economist, and Google says 140 k public notebooks were shared in the past month—hinting at a future marketplace of expert‑curated study packs.

4. Cognition (Devin) snaps up Windsurf days after Google’s reverse‑acquihire

Just 72 hours after Google hired away Windsurf’s CEO and co‑founders, Cognition signed a definitive deal to acquire the rest of the startup. Windsurf brings an AI‑powered IDE, $82 million ARR, and 350 enterprise customers; all remaining staff join Cognition, which plans to merge Windsurf tech into its agentic coder Devin. Deal terms weren’t disclosed.

5. Pentagon hands out $200 M AI contracts to Google, OpenAI, Anthropic & xAI

The DoD’s Chief Digital and AI Office picked four front‑runners to build “agentic AI workflows” for national‑security use—each contract worth up to $200 million. Musk’s xAI simultaneously launched “Grok for Government,” offering its new Grok 4 model to federal agencies. The awards follow an April White House order accelerating AI adoption and relaxed rules under President Trump.

6. Amazon’s Kiro aims to turn “vibe code” into production‑ready software

Unveiled in preview, Kiro is an AI IDE that breaks a developer prompt into specs, design docs and task lists, then keeps them in sync as code evolves. Free for now, Kiro will charge $19 (Pro) and $39 (Pro+) per user per month for up to 3 k agent interactions. AWS built the tool but brands it separately, positioning it against GitHub Copilot’s new agent mode and Google Gemini Code Assist.

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Stay tuned for more updates, and have a fantastic day!

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Zephyr