Summer News Roundup: Storm Clouds on the AI Horizon
Private credit’s woes, AI’s pattern blind spot, Meta’s creepy glasses, DeepSeek’s chips, ChatGPT’s work mode, and agentic AI’s energy profligacy.
Topic
China
A collection of 24 issues
The Friday File
A look back, with a forward glance
Trump’s China Reversal Gives Nvidia a Hollow Victory
The chip has sailed
Why It Would be Madness for Google to Compete Directly Against Nvidia
For whom the AI chip tolls
Navigating Moats and Gaps
All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative
Super Micro’s Latest Misstep, OpenAI’s Erotica, and Tech Sexpionage
“Dirty ChatGPT” is coming to town
Don’t Blame Nvidia for this China Crisis
Stuck in the Middle, Getting a Kicking from Both Sides
Nvidia’s Chinese Misadventure Takes Another Sharp Turn
I was right! (Insert joke about broken clock and blind squirrel)
China Flashes the Wrong Kind of “Go” Sign At Nvidia
China Asks: "Nvidia, how can I trust you?"
Nvidia Returns to China Amid a Tenuous Détente
It's a Triangle, But Where's the Love?