OpenAI unveiled its first custom silicon, co-designed with Broadcom and aimed squarely at running inference for its own models rather than training. It's an attempt to wean off Nvidia and own more of the cost curve as serving demand explodes.
Anthropic accused Alibaba of using systematic querying to distill Claude's capabilities into its own models, a form of extraction the lab says violated its terms. Alibaba disputes the characterization.
More than 300 local bans and moratoriums on new data centers have piled up across the US, as towns push back on the power draw, water use, and noise of the AI buildout. The physical constraints, not the chips, may set the ceiling on how fast capacity grows.
A case that the bar for writing publicly is far lower than people assume: what's obvious to you is news to someone else, and 'stating the obvious' is most of what useful blogging actually is.