☕ Big Moves in AI, Bigger Gains in Your Career: Your 1/4 Wrap
Here’s what matters right now across AI, big tech, and business, plus 9 internships you can apply to today. 👇
In today’s Workday Wrap:
🧠 SoftBank fully funds its $40B OpenAI commitment
🧩 Meta buys AI agent startup Manus
🖥️ Nvidia scrambles to meet China’s H200 demand with more supply
📱 Samsung targets 800M Gemini powered devices in 2026
💼 Microsoft confirms Microsoft 365 suite price increases starting July 1, 2026
🔒 California’s updated privacy rules kick in Jan 1, with audits and risk assessments timelines set
🧠 SoftBank Fully Funds Its $40B OpenAI Commitment
Funding milestone: SoftBank has now completed its full $40B investment into OpenAI via staged funding and syndicated participation.
Scale signal: Reuters reports the investment was initially agreed earlier in 2025 and was completed with a final tranche around $22B to $22.5B.
Why it matters: This locks OpenAI deeper into mega scale infrastructure buildouts, with compute and data centers becoming the real choke point for the next wave of model gains.
🔗 Full story here: Reuters
🧩 Meta Buys AI Agent Startup Manus
Acquisition: Meta is acquiring Manus to push more advanced AI features into Meta AI and its broader product ecosystem.
Deal size: Reuters cites estimates that value Manus around $2B to $3B, even though Meta did not disclose terms.
Why it matters: Big tech is buying distribution ready AI agents instead of building from scratch when speed matters more than elegance.
🔗 Full story here: Reuters
🖥️ Nvidia’s H200 Push for China: Demand Is Outrunning Supply
Demand shock: Reuters reports Chinese firms have orders for more than 2 million H200 units for 2026, while Nvidia reportedly has about 700,000 in available stock.
Supply move: Nvidia is sounding out TSMC to expand output, with additional production expected to start in Q2 2026.
Why it matters: If you work in AI infrastructure, supply chain, GPU capacity planning, or model deployment, this is the bottleneck story of 2026.
🔗 Full story here: Reuters
📱 Samsung Plans to Double Gemini Powered Devices to 800M in 2026
Target: Samsung says it plans to double the number of mobile devices running Gemini powered AI features, aiming for 800M units in 2026 (up from 400M in 2025).
What’s included: This is about shipping AI features broadly across phones and tablets, and expanding AI across Samsung’s wider product lineup.
Career angle: This is a massive demand driver for on device ML, mobile AI product roles, and AI UX engineering.
🔗 Full story here: Reuters
💼 Microsoft 365: New AI Capabilities, Price Increases Start July 1, 2026
Pricing: Microsoft says commercial Microsoft 365 suite subscription prices will be updated effective July 1, 2026.
Product direction: Microsoft is bundling more AI, security, and management capabilities into suites, including expanded Copilot Chat and agent capabilities discussed around Ignite.
What it means: Expect more enterprise AI adoption driven by bundling, plus more pressure on IT teams to govern AI usage inside Office workflows.
🔗 Full story here: Microsoft 365 Blog
🔒 California Privacy Update: New Rules Effective Jan 1, 2026
Effective date: The California Privacy Protection Agency says the updated regulations go into effect January 1, 2026.
Key compliance timelines: The CPPA lays out specific timelines for cybersecurity audit certifications and risk assessment submissions (with deadlines stretching into 2028 to 2030 depending on revenue).
Why it matters: If you touch product analytics, ad tech, AI decision systems, or data ops, this is not optional. Compliance is now a competitive moat.
🔗 Full story here: CPPA
📈 Market and Economy
• NVDA: $188.85 (about +1.24%)
• AAPL: $271.01 (about 0.33% down)
• MSFT: $472.94 (about 2.22% down)
• GOOGL: $315.15 (about +0.72%)
• AMZN: $226.50 (about 1.88% down)
• META: $650.41 (about 1.44% down)
💼 Top Internships for You Today
📢 What’s next?
That’s the wrap. If you found this useful, share Workday Wrap with a friend.
Got feedback? Reply and tell me what you want more of tomorrow.
Stay ahead,
Karmanya