The Trust Gap
Americans and Chinese greet the same technology with opposite moods: 87 percent trust AI in China, just 32 percent in the US, where data-center opposition is hardening into politics. The US still builds the best models. China may be winning the fight that matters more, getting people to use them.
Read full story →Free AI Is Good for Chips
Nvidia's Jensen Huang has become open-source AI's loudest evangelist and just shipped Nemotron 3.5 Lightning, a free model that runs on one GPU. His case for openness, sovereignty and safety, is reasonable. It is also, conveniently, a case for selling more shovels.
Read full story →The Memory Squeeze
AI has drained the world's memory chips so thoroughly that DRAM is sold out through 2027 and Apple is reportedly lobbying to buy from a blacklisted Chinese firm. Export controls meant to starve China now have America's crown jewel asking to feed one. Hype does not empty warehouses.
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