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Nvidia’s Jensen Huang says the new battleground isn’t model quality, it’s who can build and power hyperscale AI data centers the fastest. A top-end US AI facility takes 3 years from ground-breaking to supercomputer-ready, while China can erect massive structures in weeks and scale energy far faster.
Speed vs. Scale
• Huang notes China’s ability to stand up large buildings even hospitals in days, giving it a construction-speed edge.
• AI capacity is now limited by permitting, land, steel, grid hookups not algorithms.
• Countries with faster infrastructure cycles will dominate the next wave of AI buildout.
The power gap
• China has roughly 2× the total energy capacity of the US, despite a smaller economy.
• That means it can feed power-hungry AI clusters more easily, while US grid growth remains almost flat.
• Power, not compute, is becoming the bottleneck.
Chips vs. manufacturing strength
• Nvidia is still “multiple generations ahead” in AI chips.
• But Huang warns not to underestimate China’s deep manufacturing base, it can scale chip and system production faster than many expect.
The next phase of AI leadership may be won not by the best model but by the fastest builders of energy and infrastructure.
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Apple is undergoing a rare top-tier shake-up: more than half a dozen senior executives are exiting, from COO Jeff Williams to CFO Luca Maestri, AI chief John Giannandrea, policy head Lisa Jackson, and legal chief Kate Adams. Bloomberg’s visualization shows a clear thinning of the “old guard” around Tim Cook and a deliberate rebuild.
The old team is rotating out
• Key operators (Williams, Maestri) and long-time policy/legal leads are retiring or leaving.
• Meta has poached multiple design + AI leaders, pulling ~100 engineers from Apple’s AI foundation models team.
• Net effect: Apple’s internal AI bench and institutional memory are weaker than a year ago.
A new leadership stack is forming
• John Ternus is emerging as the likely CEO successor, a shift toward hardware and product engineering instead of operational management.
• Amar Subramanya (ex-Google AI) is brought in to accelerate Apple’s sluggish AI roadmap, signaling a move toward execution-focused leadership rather than research-first.
• Stephen Lemay takes over interface design, a high-credibility builder who’s shipped nearly every major Apple UI since the first iPhone.
• Jennifer Newstead will run both legal and government affairs, centralizing Apple’s response to antitrust and global regulation.
The strategic direction
• This isn’t random churn, it’s a controlled transition toward a 2026-ready Apple built around:
• AI acceleration
• hardware + device engineering
• regulatory survival and global policy alignment
Apple is quietly replacing the iPhone-era leadership machine with a structure built for AI, geopolitics, and the next generation of devices.
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Multiple benchmarks for knowledge, math, and coding now put Gemini slightly ahead of OpenAI’s best models, so buyers no longer treat OpenAI as the automatic performance leader.
OpenAI reports about $13 billion 2025 revenue yet analysts project losses that could reach $140 billion by 2029, while Google and Microsoft make around $30 billion profit each quarter that can fund cheaper integrated features.
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Gemini 3.0 Pro is the top ranker with 45.6%. Cortex-AGI measures how well AI models can perform abstract, out-of-distribution reasoning on procedurally generated logic puzzles across 10 increasingly complex levels, without relying on memorization.
It also measures and compares the performance of proprietary models against open-source models under this rigorous setting.
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A 49-year-old man says Grok saved his life after an ER doctor misdiagnosed his near-ruptured appendix as acid reflux. In severe pain, he asked Grok for help. The AI flagged “perforated ulcer or atypical appendicitis” and told him to return immediately and demand a CT scan.
He followed the advice, pushed for the scan, and doctors found an appendix minutes from rupture. Surgery happened six hours later and he woke up pain-free. He didn’t tell the hospital that an AI guided him, saying he feared they’d dismiss it. The story went viral, with many arguing this proves AI can catch what overwhelmed doctors miss and some even saying they’d trust an AI doctor if it meant better care.
Elon has long predicted AI-driven medicine would arrive fast; this incident suggests it already has.
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What looked like cutting-edge policing tech has turned out to be a global sweatshop. Flock, the largest provider of “AI-powered” cameras for U.S. police, was barely using AI at all. Instead, much of the work was done manually by low-paid freelancers in the Philippines.
• The workers handled everything: reading license plates, identifying car makes and colors, tagging pedestrians, and even transcribing accident audio.
• Cities bought these systems expecting automated intelligence but got human eyes quietly scanning American streets.
• The revelation raises serious questions about data security, law-enforcement transparency, and how many “AI” products are really powered by hidden labor.
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By leaning on synthetic data and test-time training instead of brute-force scale, the NVARC team proved that clever design can outpace raw parameter count. It’s an exciting signal that efficient, adaptive reasoning might be the real frontier in AGI progress - not just ever-bigger models.
•27.64% accuracy on the official ARC-AGI-2 leaderboard
• Uses a 4B-parameter model that beats far larger, more expensive models on the same benchmark.
• Inference cost is just $0.20 per task, enabled by synthetic data, test-time training, and NVIDIA NeMo tooling.
Source.
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He says 25% of the revenue will go to the U.S., argues this will boost American jobs and manufacturing, and criticizes Biden for forcing “degraded” chip designs.
He adds that newer NVIDIA chips (Blackwell, Rubin) aren’t part of the deal, and that a similar approach will be used for AMD, Intel and other U.S. chipmakers.
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A new trading tournament between top neural networks just wrapped and only one model made money. The mystery winner? An internal experimental build of Grok 4.20, which posted a +12.11% gain and $4,844 profit.
• GPT-5.1: –6%
• DeepSeek V3.1: –32%
• Claude Sonnet 4.5: –38%
• Public Grok 4: –57% (dead last)
Grok 4.20 is now reportedly planned for release by year-end. It’s a tuned evolution of the Grok 4 line and a stepping stone toward Grok 5, xAI’s biggest model yet 6T parameters, double the current generation.
The irony? Grok is simultaneously the worst and the best depending on which build you’re allowed to touch.
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Look at the NeurIPS authorship map and you basically get a world economic forecast. China commands roughly half. The US takes the other half. Europe, by choice or by drift, has stepped off the field.
Where the strengths lie:
• The US leads in frontier AI labs, cutting-edge chips, capital at trillion-dollar scale, and the world’s largest software market.
• China leads in robotics, hardware manufacturing, and fast deployment cycles.
• These positions can shift, but the pattern is clear: there is no meaningful third place. Everyone else is sprinting from the back with no path to technological sovereignty.
The EU’s role, explained in one picture:
The second chart says more than any policy paper: Europe earns far more from fines and regulation of tech companies than from taxes on tech companies built in Europe.
Regulation became the business model, innovation did not.
The world’s next economic order is being shaped by whoever trains the models and builds the robots and right now, that’s a race with only two lanes.
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