Nvidia Stops Selling Shovels and Starts Owning the Mine
Nvidia will now finance the cloud operators that buy its chips and take a recurring cut of what those chips earn, starting with 210,000 GPUs across two Australian partners. It is a clever flywheel, and it carries a name from telecom history, vendor financing, that ended badly the last time.
Read full story →Shipping a Model Is Now a Matter for the Pentagon
Washington pulled Anthropic's newest models days after launch and sent them through multi-agency review before letting them back online in stages. OpenAI has already adjusted its own rollout to match. Releasing a frontier model is quietly becoming a national security decision rather than a company one.
Read full story →Hollywood Wants AI Both Ways
A24 signed a research deal with Google DeepMind the same week the studios suing Midjourney fought to keep their own AI use out of evidence. One industry, two postures: eager adopter behind closed doors, outraged victim in court. The throughline is not hypocrisy so much as leverage.
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