Nvidia Starts Bankrolling the Boom It Sells Into
Nvidia and six Wall Street giants unveiled a platform to mobilise up to $500 billion for the data centres that buy its chips, even as it quietly trimmed a guarantee on an OpenAI project. Jensen Huang calls chips a new asset class; Michael Burry sees a self-referential bet. It all lands nine days before earnings.
Read full story →The World’s Most Downloaded AI Models Now Come From China
Alibaba’s Qwen has crossed 3 billion downloads in six months, dwarfing Google’s 418 million and Meta’s 227 million. With 460 models and 300,000 derivatives, it has become the default thing developers build on. The frontier race is about who is smartest; this is about whose model everyone else chooses.
Read full story →Everyone Wants Off Nvidia. Almost No One Can Leave.
China is blocked from Nvidia’s best chips; the hyperscalers are sick of the “Nvidia tax.” Both are building escape routes, and both keep finding the same wall: not the silicon, but the CUDA software and developer habits layered on top. Migrating can add 50 percent to a project, or tie up ten engineers for half a year.
Read full story →Amodei’s ‘False Choice’ on Regulating AI
An investor argued that regulating AI just entrenches the biggest labs, and that spreading capability is the safer path. Anthropic’s Dario Amodei calls that a false choice, saying threshold-based rules can lean harder on incumbents than on challengers, while conceding that open weights alone cannot fix who controls the compute.
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