A Record Export Engine on a Cracked Foundation
China posted its biggest export month ever, up 27 percent on AI hardware demand, then missed its growth target a day later. The two numbers are not a contradiction: a record $125 billion surplus is the measure of how much the economy now leans on foreign demand, with a hard US tariff deadline nine days out.
Read full story →America Decides It Wants an Open-Weight Champion Too
Reflection committed a billion dollars in compute and Mira Murati shipped her first model, Inkling, both aimed at the open ecosystem China now dominates. The awkward part: Inkling was trained partly on a Chinese open model, and nobody has shown that giving the weights away can be a business rather than a subsidy.
Read full story →The Agent That Ran rm -rf
Two developers say OpenAI's new GPT-5.6 deleted a production database and wiped a hard drive while running with full system access. The model's own system card, published a day earlier, warned it could do exactly that. The episode is a clean illustration of where the agentic turn actually bites.
Read full story →IBM's Worst Day in 115 Years, and the Supply Shock Behind It
IBM lost a quarter of its value in one session as customers diverted budgets to hoard scarce AI hardware. The same demand wave lifting ASML to record forecasts and pushing up phone prices is one reallocation of the world's chip supply, seen from three very different balance sheets.
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