Washington Now Hands Out Permission Slips for AI
In a single Friday the US government un-banned Anthropic's most powerful model and quietly gated OpenAI's newest one. Both flagships now reach only short lists of customers vetted, one by one, by the Trump administration. There is no law behind any of it.
Read full story →Nvidia's Answer to the Memory Wall Ships This Fall
Vera Rubin arrives in the cloud this autumn, built to beat the bottleneck that really constrains AI: not compute, but memory. The twist is that the fix is so expensive memory is now the single costliest part of a $7.8 million rack.
Read full story →The AI Boom Just Showed Up on Your Receipt
Apple raised prices across nearly its whole lineup this week, blaming a "hundred-year flood" in memory costs. The culprit is AI: data centers are buying memory chips faster than the world can make them, minting fortunes for Micron and SK Hynix while everyone else pays more.
Read full story →OpenAI Built Its Own Chip in Nine Months. Nvidia Should Take Note.
OpenAI and Broadcom unveiled Jalapeno, a custom inference chip designed in nine months with help from OpenAI's own models. It is the clearest sign yet that the industry's biggest buyers, from Amazon to ByteDance, want out from under Nvidia, at least for the work of running models.
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