China Is Copying America's AI. It May Be Handing Over Its Secrets to Do It.
Washington accuses Chinese firms of "industrial-scale distillation" of US models. But copying Claude means pumping millions of live queries through it, and those queries carry real Chinese engineering, code and credentials. The quieter risk runs the other way: the copying may be leaking a live map of China's industry back to America.
Read full story →The Slowdown Call Met the Market and the President. The United Front Cracked.
A week after AI's biggest names asked to tap the brakes, the world outside the labs answered. Chip stocks tumbled 6 percent, Trump branded the safety fears a "hoax" and its backers "traitors," and Mark Zuckerberg and Yann LeCun openly broke ranks. A voluntary pause, it turns out, was never the labs' to grant.
Read full story →Nvidia Is Letting Rivals Into Its Racks. It Owns the Road They Drive On.
Nvidia is wiring a competitor's inference chip, and possibly Apple's future servers, into its own systems through NVLink Fusion. Handing rivals a way in looks like a concession until you follow the money: even when someone else's chip does the work, Nvidia still charges for the networking, the switches and the software. The concession is the moat.
Read full story →The AI Boom's Bill Just Arrived at the $400 Phone.
Data centers are hoovering up the world's memory chips, and the shortage has reached ordinary phones and laptops. On a budget handset, memory can now be 60 percent of the cost; smaller makers are redesigning boards, ordering months early, and testing for counterfeits. One chipmaker expects the crunch to last until 2030.
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