Trump's $100,000 H-1B visa fee transforms Silicon Valley's talent pipeline from administrative cost to major budget decision. Tech giants may absorb the 20x increase, but startups face impossible math. The innovation geography is shifting.
Musk's xAI raises $10B at $200B valuation while burning $1B monthly and laying off 500+ staff. Middle Eastern sovereign wealth joins the AI arms race as infrastructure costs force harsh operational choices.
OpenAI contracts Apple's key suppliers Luxshare and Goertek to build AI-native devices, while poaching 24+ hardware employees this year. The move bypasses smartphone platforms entirely, targeting late 2026 launch for ambient AI interfaces.
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