Meta is talking to Google about buying TPUs. Wall Street panicked. But the real story isn't supplier defection—it's ecosystem politics, negotiating leverage, and the complicated game every AI company plays when chips are this scarce.
Ilya Sutskever helped prove that scale works in AI. Now he says it doesn't—and his $3 billion company is betting the future belongs to researchers with ideas, not labs with the biggest GPU clusters. The industry isn't ready for this argument.
Silicon Valley promised AI would democratize creativity. New research tracking 442 participants found the opposite: people who were more creative without AI produced better work with it. The gap didn't close. It may have widened.
Deezer receives 50,000 AI tracks daily—34% of all uploads. Yet they generate just 0.5% of streams, with 70% of plays flagged as fraud. The flood isn't about whether AI sounds convincing. It's about zero-cost content enabling industrial-scale royalty theft.
SoftBank just posted record profits driven by OpenAI's soaring valuation. So why is Masayoshi Son selling $15 billion in assets, expanding margin loans, and converting paper gains into cash? The answer reveals uncomfortable truths about AI's peak.
Germany wrote Europe's privacy playbook after the Nazis weaponized census data and the Stasi monitored citizens. Now Berlin is leading the charge to gut those protections, handing trillion-dollar AI companies access to European data through regulatory shortcuts.
Seven families sue OpenAI, claiming ChatGPT drove four people to suicide after a May 2024 design change prioritized engagement over safety. The cases test whether AI chatbots qualify as products under liability law.
Apple will pay Google $1B yearly to power Siri with a 1.2 trillion parameter AI model—8x more complex than Apple's current tech. The company that owns every layer now rents the most critical one. The spring 2026 target masks a deeper dependency trap.
Palantir beat earnings but fell 8% at 250x forward P/E, triggering global risk reset. Banking chiefs gave cover for year-end de-risking while AI capex outpaces revenue visibility. When leaders wobble, concentration risk becomes system risk.
Coca-Cola's 2025 AI holiday campaign cuts production from a year to a month, replacing 50-person crews with 5 specialists. Consumer opposition softens as creative industry backlash intensifies. The workforce math reveals what efficiency narratives obscure.
Microsoft won the first Trump-era export license to ship advanced Nvidia chips to the UAE, clearing a path for billions in data center spending. The trade: chip access for binding oversight that converts private infrastructure into alliance architecture.
Chinese researchers abandon AI's rigid think-act-observe loops for fluid reasoning that discovers tools mid-thought. DeepAgent hits 89% success where competitors reach 55%, revealing the bottleneck was never intelligence but architectural rigidity.
OpenAI's targeting a $1 trillion IPO by 2027—the largest in history. The restructure that made it possible gave Microsoft 27% and a revenue share. Now comes the hard part: convincing public markets to fund Altman's $1.4 trillion infrastructure vision.
Cursor's new AI agents complete coding tasks in 30 seconds—four times faster than rivals. The same day, Forrester found 45% of AI-generated code has security flaws. The velocity gap between agent speed and vulnerability detection is widening fast.
OpenAI commits $1.4T to infrastructure; Nvidia projects $500B in chip sales. Same day, same pitch: AI requires sovereign-scale capital. The tension: revenue is still catching up to the rhetoric, and someone will hold expensive capacity if demand falters.
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