China just unblocked Nvidia's good chips

🇨🇳 China Says "Fine, We'll Take the Good Chips"

• Beijing just approved 400,000 Nvidia H200 chips for ByteDance, Alibaba, and Tencent - that's 6x more powerful than the watered-down H20s they were stuck with. The catch?? They might have to bundle purchases with domestic chips (lol).

• Why it matters: China just chose winning the AI race over protectionism. The geopolitical cope is REAL when you realize your homegrown chips can't compete with Jensen's silicon crack. (source)

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📈 S&P 500 Breaks 7,000 on Pure Vibes

• The index hit 7,000 for the first time ever, with tech stocks now making up HALF the entire S&P. It jumped from 5k to 6k in nine months. Normal market behavior!!

• Why it matters: Wall Street is so high on AI hopium they're pricing in 15.5% profit growth. Either we're about to get AGI or this is the mother of all bubbles. No in-between. (source)

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🌪️ Hong Kong Scientists Can Predict Storms 4 Hours Out

• New AI system from HKUST predicts thunderstorms 4 hours ahead (current tech: 20 minutes). It uses generative AI and satellite data, refreshing every 15 minutes with 15% better accuracy.

• Why it matters: FINALLY, AI that prevents disasters instead of causing them. Your flight might actually know it's delayed before you get to the airport. (source)

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🏭 $7 Trillion Says Factories Are the Real AI Play

• Global AI infrastructure spending will hit $7 TRILLION this decade. McKinsey says fixing U.S. manufacturing could add $10 trillion to GDP by 2030. Manufacturing is still one of the least digitized sectors (??)

• Why it matters: Silicon Valley's been hallucinating chatbots while the real money is in making factories not suck. Nuts and bolts > neural networks. (source)

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🔧 ASML's Orders Just Went Parabolic

• Dutch chip equipment maker got 13 billion euros in orders last quarter - literally DOUBLE the previous one. CEO says it's all "AI-related demand."

• Why it matters: This is the canary in the semiconductor coal mine. If companies are ordering chip-making machines like it's Black Friday, they think this AI boom has legs. (source)

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🤖 Open Source AI Is Getting Scary Good (and Just Scary)

• Moltbot went viral for running 24/7 autonomously via Telegram/WhatsApp (security experts: "PLEASE DON'T"). China's Moonshot dropped Kimi K2.5, a 1T-parameter model rivaling GPT-5.2 at a fraction of the cost.

• Why it matters: The gap between open and closed AI is evaporating. Chinese labs are speed-running AGI while OpenAI's still figuring out how to charge $200/month. (source)

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🍎 Apple's Having Its Best iPhone Quarter in 4 Years

• iPhone revenue up 13.8% in Q1, driven by Pro models and the upcoming Google Gemini-powered Siri (yes, really). China sales jumping 15%.

• Why it matters: Apple's galaxy brain move - let Google burn cash on AI while they just... ship phones with it. The ultimate "you build it, we'll profit" strategy. (source)

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💰 Google Backs Battery Recycler That Powers AI Data Centers

• Redwood Materials raised $425M (Google + Nvidia investing) at $6B+ valuation. They're turning dead EV batteries into micro-grids for data centers. Planning 20 gigawatt-hours by 2028.

• Why it matters: AI's energy problem is so bad we're literally recycling Teslas to power ChatGPT. The circle of silicon life. (source)

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🤝 C3.AI Might Merge Its Way Out of Irrelevance

• C3.AI (down 59% this year) in talks with Automation Anywhere for a merger/reverse-IPO situation. Still serves the U.S. Air Force somehow.

• Why it matters: Enterprise AI consolidation begins. Turns out having "AI" in your name doesn't guarantee success anymore. Wild. (source)

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💳 Google Launches $7.99 "ChatGPT But Cheaper"

• New AI Plus plan at $7.99/month with Gemini 3 Pro, 200GB storage, family sharing for 5. OpenAI's ChatGPT Go found dead in Miami.

• Why it matters: The AI price war is ON. Soon we'll have $0.99 "AI Lite" that just tells you to Google it yourself. (source)

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🔬 OpenAI's Prism Tool Fights Research Paper Slop

• Free Prism tool integrates GPT-5.2 into scientific writing with auto-citations and equation formatting. ChatGPT already handles 8 million weekly hard science queries.

• Why it matters: Someone finally realized we need AI to fix the AI-generated research crisis. It's AIs all the way down. (source)

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🚁 Anduril's Hiring Process: Win a Drone Race

• Defense startup launches AI Grand Prix - autonomous drone racing with $500K prizes and job offers. No human pilots allowed.

• Why it matters: When your recruiting strategy is literally "prove you can code murder robots," you know the talent war's gotten weird. (source)

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🎬 AI Video Finally Doesn't Look Like Garbage

• Luma's Ray3.14 outputs native 1080p fast and cheap. Google premiered an AI-animated short at Sundance that doesn't make your eyes bleed.

• Why it matters: AI video graduated from "nightmare fuel" to "actually usable." RIP to all the motion designers who thought they were safe. (source)

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✂️ Pinterest Fires 15% of Humans to Afford AI

• Cutting 780 positions to "focus on AI roles." Stock dropped 10% because investors know this is code for "we're cooked."

• Why it matters: The "pivot to AI" layoff excuse continues. At this rate, every company will be three engineers and 50,000 GPUs by 2027. (source)

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