Oracle bets AI's next phase runs on private enterprise data, not public models. The database giant promises secure training without data exposure, backed by $500B in infrastructure. But tight coupling with Nvidia and OpenAI creates dependency risks.
OpenAI's new expert council will advise on AI safety—but won't decide anything. The timing reveals the strategy: FTC inquiry in September, wrongful death lawsuit in August, council formalized last week. Advisory input without binding authority.
Nvidia's $4K desktop AI box arrived five months late and $1K more expensive. It runs models too large for consumer GPUs but 4x slower than pro cards. The bet: developers need memory capacity more than speed for prototyping 70B+ parameter models locally.
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