Topic
The chips and compute that power AI, and the export controls around them.
The brief: after an 18-day standoff and a lawsuit, Washington rescinds the first-ever ban on a commercial AI product.
The brief: a food-delivery giant gives away a trillion-parameter AI built entirely on Chinese chips — and the benchmarks are its own.
Launched Tuesday, dark by Friday. The brief on what happened and why it matters.
The loophole just closed — and it may have been open for hundreds of thousands of chip servers.
The brief: early talks, no deal — and one day after a $1.25B/month xAI compute agreement.
The AI boom, in one income statement. The brief.