The White House published their AI Action Plan, OpenAI & Oracle advance Stargate, AEye's Physical AI powered by Nvidia, Meta hires ChatGPT Co-Creator, and Alibaba open-sources leading reasoning LLM
AI is fragmenting fast: U.S. deregulation accelerates Big Tech, Stargate shows the scale (and fragility) of AI infrastructure, “Physical AI” moves intelligence to the edge, Meta locks down scarce talent, and Alibaba’s reasoning LLM proves open-source is closing the gap. Winners will align compute, talent, and trust.
AI is fragmenting fast: U.S. deregulation accelerates Big Tech, Stargate shows the scale (and fragility) of AI infrastructure, “Physical AI” moves intelligence to the edge, Meta locks down scarce talent, and Alibaba’s reasoning LLM proves open-source is closing the gap. Winners will align compute, talent, and trust.
Agreed, and in the meantime the scarce resources are making a ton of money, namely AI talent and Nvidia GPUs.