The Year AI Regulation Stopped Converging
Late May brought a White House framework, a DOJ challenge to Colorado's AI law, a CNN copyright suit against Perplexity, and an OpenAI EU compliance filing — all within ten days, and none of them pointed in the same direction. The convenient story that "the rules are coming" no longer fits the evidence.
Read full story →Nvidia Wants Your Laptop, Your Backyard, and the Data Center Floor
The Computex week pitch spans an Arm Windows laptop chip co-developed with MediaTek, AI Factory deals at Cisco Live, and a pilot to install GPU nodes on the side of suburban homes. It is the broadest product front Nvidia has ever tried at once, and a tell about where the next gigawatt comes from.
Read full story →The Companies Beating Nvidia at the AI Trade Are Not the Ones You Think
Nvidia is up 12 percent year to date. Lumentum is up 121 percent, Applied Materials 67 percent, and Coherent has run nearly four-fold in a year. The market is pricing AI infrastructure as a stack, and the optical and equipment layers are getting the premium.
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