Jensen Huang Says AGI Has Arrived. The Bond Market Isn't Buying It.
Nvidia's chief declared the AGI era open after OpenAI shipped its new GPT-6 Astra model. His own company's stock promptly fell 2 percent. Economists point to a quieter number, the real interest rate, as the only verdict on machine intelligence worth watching, and so far it has barely moved.
Read full story →Washington Names Six Chinese Labs, and Calls Copying a Security Threat
An FBI-led advisory accuses DeepSeek, Alibaba and four others of "industrial-scale" distillation of American models, and frames it as a military risk rather than a business dispute. Beijing calls it self-reliance. The fight lands two weeks before Trump and Xi are due to meet.
Read full story →China's Chips Can Answer Questions. They Still Can't Teach the Model.
Reports say DeepSeek won't use its 160,000 new Huawei chips to train a single model, only to run finished ones. The block is a homegrown-memory shortage, worsened by a government rationing its own scarce silicon, even as China's chip exports surged 130 percent in August.
Read full story →Everyone Wants a Chip That Isn't Nvidia's
Qualcomm and Amazon signed a deal worth up to $60 billion, OpenAI may build its next chip at Samsung, and Nvidia is quietly redefining what winning even means. The common thread is inference: the slower, grindingly practical race to run finished models cheaply, not to train them.
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