📋 Quick Takeaways

• OpenAI declares “Code Red” pausing ads, shopping, and health agents to focus on improving ChatGPT amid Google’s competitive pressure
• Google Gemini 3 Deep Think rolls out to AI Ultra subscribers with enhanced reasoning capabilities
• Mistral releases Mistral 3 dubbed “world’s best open-weight multimodal” plus compact Ministral 3 for edge devices
• Alphabet’s TPU business valued at potential $900 billion by investors as AI chip demand soars
• AWS expands Nova AI family with four new models including multimodal capabilities and Nova Forge customization
• Moore Threads IPO surges 425% in biggest first-day jump since China’s 2019 IPO rule changes

🚨 OpenAI Declares “Code Red” Amid Google Competition

Strategic Pivot: OpenAI has initiated an internal “Code Red” directive, pausing multiple initiatives to focus resources on improving ChatGPT’s core experience as Google’s Gemini 3 gains market share.