Hey everyone, it’s Cosmo.

The big AI players are making aggressive infrastructure moves. Google launched Opal, a visual interface for building apps with prompts. Cursor's acquiring top engineers from Koala to build out enterprise capabilities. And OpenAI committed $1 billion to a Norwegian data center with 100,000 GPUs, marking their first European footprint.

The message is clear: AI development tools are rapidly transitioning from experimental features to production-ready platforms with serious backing.

Magic Beans of the Week

Google launches Opal, a visual vibe coding playground that turns prompts into apps

Details

• Google's jumping into vibe coding with Opal, available now in Google Labs (US-only public beta)

• Type a prompt and Opal generates a visual workflow of editable connected steps

• Unlike AI Studio which targets developers, Opal's aimed at the masses with a WSYWIG drag-and-drop interface

• Apps run on Google's internal AI models and can be published instantly with a shareable link

Bottom Line

Google's making a bet that vibe coding's future is visual, not textual—giving non-coders a way to build apps by describing what they want, then tweaking the workflow like assembling LEGO blocks.

Cursor acquires Koala's engineers in reverse acqui-hire

Details

• Cursor snapped up several of Koala's top engineers to build a dedicated enterprise-readiness team

• Koala raised $15M just 5 months ago but will shut down in September—the CRM product won't be integrated

• Also hired Resourcely's CEO Travis McPeak to lead security

• Racing against threats: Anthropic's Claude Code is exploding, Google just grabbed Windsurf's leadership

Bottom Line

Cursor's playing moneyball with struggling AI startups—buying the engineers, not the products—to build the enterprise features they need to convert their massive developer adoption into long-term corporate contracts.

OpenAI plants its flag in Europe with Stargate Norway: 100,000 GPUs powered by hydroelectric

Details

• $1B initial investment from Nscale and Aker for 230MW facility near Narvik, expanding to 520MW total

• Target: 100,000 NVIDIA GPUs by end of 2026, running entirely on renewable hydropower

• OpenAI's first European data center under its "OpenAI for Countries" program

• Norway's startups and researchers get priority access

• Located in the Arctic Circle with abundant clean energy, cool climate, and power prices below EU average

Bottom Line

OpenAI's solving Europe's "sovereign AI" demands with a massive bet on Norway's cheap, clean power—giving the EU its own AI infrastructure.

Google drops Gemini 2.5 Deep Think: the multi-agent reasoning model that thinks in parallel

Details

• Uses "parallel thinking techniques"—spawns multiple AI agents to tackle problems simultaneously

• Now available to Google AI Ultra subscribers ($250/month) in the Gemini app

• Scored 34.8% on Humanity's Last Exam vs xAI's Grok 4 at 25.4% and OpenAI's o3 at 20.3%

• Achieved Bronze-level performance on 2025 IMO math benchmark

• Automatically works with code execution and Google Search, produces much longer responses

Bottom Line

Google's joining the multi-agent arms race with a model that thinks harder, not faster—trading compute time for accuracy on problems that actually need the horsepower.

Vercel ships AI SDK 5: TypeScript-first framework with typed chat for React, Vue, Svelte, and Angular

Details

• Complete rewrite separating UIMessage (what users see) from ModelMessage (what AI sees)—solving the persistence nightmare

• Type-safe tool invocations with automatic input streaming and framework-specific implementations

• Data parts let you stream arbitrary typed data alongside messages—replace, update, or send transient updates

• Vue and Svelte now have feature parity with React; Angular support is brand new

• 2 million weekly downloads making it the leading open-source AI toolkit for TypeScript

Bottom Line

Vercel built the chat framework every developer wanted but nobody had: proper types, clean persistence, and the same powerful primitives whether you're using React hooks or Angular signals.

Thank you for reading. Till next week! 😊

Best,
Cosmo