2025-12-25
Repeat after me: “Google is to OpenAI as Microsoft is to . . . Netscape”
The Information
Sources: OpenAI staff discussed prioritizing sponsored content in ChatGPT when users ask relevant queries and created mockups with ads in sidebars or as pop-ups
OpenAI executives have kept a tight lid on how the company could show advertisements to users of its popular ChatGPT chatbot …
2025-12-19
Even under very aggressive assumptions about Huawei's AI chip production capacity—that it will produce 800,000 AI chips in 2025 (double the highest public estimates), two million AI chips in 2026, and four million in 2027—it will not be ... https://www.cfr.org/... via @CFR_org
Council on Foreign Relations
US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening
Executive Summary — On December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence …
2024-10-30
The addition of $SMCI Super Micro Computer to the S&P 500 back in March 2024 wasn't good timing, in hindsight:
CNBC
Super Micro's stock drops 30%+ after disclosing that auditor Ernst & Young had resigned following months of disagreement over governance and board independence
Super Micro's shares plunged 30% on Wednesday morning after the company disclosed its auditor had resigned following months …