⚡️ China's got 7 AI chip makers shipping H100-class silicon. Most IPO'd in the last 6 months.
Moore Threads, MetaX, Biren, and Enflame are already being called China's "four little dragons," each gunning for Nvidia's spot in AI accelerators. Moore Threads popped ~425% on day one. MetaX climbed ~693%.
Biren alone jumped 76% on its Hong Kong debut after raising $717M, with retail demand subscribed over 2,300 times. Baidu's chip unit Kunlunxin just filed too.
US export controls were supposed to slow this down. They kind of did the opposite.
Moore Threads, MetaX, Biren, and Enflame are already being called China's "four little dragons," each gunning for Nvidia's spot in AI accelerators. Moore Threads popped ~425% on day one. MetaX climbed ~693%.
Biren alone jumped 76% on its Hong Kong debut after raising $717M, with retail demand subscribed over 2,300 times. Baidu's chip unit Kunlunxin just filed too.
US export controls were supposed to slow this down. They kind of did the opposite.
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🤖 China may lock down its AI models. Yes, even the open-weight ones.
Beijing's been meeting with Alibaba and ByteDance about cutting off foreign access to their top models. Both open-source and closed-source versions are on the table.
China won global goodwill by giving its models away, and devs everywhere built on cheap Chinese weights as an alternative to pricey US APIs. That tap could close.
Both sides are now doing this. Beijing, like the U.S., is treating cutting-edge AI as a critical national asset that needs controls. Source
Beijing's been meeting with Alibaba and ByteDance about cutting off foreign access to their top models. Both open-source and closed-source versions are on the table.
China won global goodwill by giving its models away, and devs everywhere built on cheap Chinese weights as an alternative to pricey US APIs. That tap could close.
Both sides are now doing this. Beijing, like the U.S., is treating cutting-edge AI as a critical national asset that needs controls. Source
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⚡️ Every big tech giant now backs open-weight AI. Except Anthropic.
Sundar Pichai just signed on for Google, pointing to Gemma as proof they walk the talk.
That's Google, Meta, Microsoft, and OpenAI all on the same side. Anthropic's standing alone, pre-IPO, while open-source models close the gap fast.
Rough timing.
Sundar Pichai just signed on for Google, pointing to Gemma as proof they walk the talk.
That's Google, Meta, Microsoft, and OpenAI all on the same side. Anthropic's standing alone, pre-IPO, while open-source models close the gap fast.
Rough timing.
X (formerly Twitter)
Sundar Pichai (@sundarpichai) on X
Very happy to support this on behalf of Google. We have long benefited from open source, are big contributors to open source and in fact have consistently made open weights models with Gemma available from @GoogleDeepMind @demishassabis . Onwards!
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⚡️ Hugging Face CEO just publicly asked OpenAI for $100M
Posted the actual message himself, "in the spirit of transparency." Bold.
OpenAI's been dropping $100M+ checks across its ecosystem lately. Whether this one lands says a lot about how open-source fits into their plans.
Posted the actual message himself, "in the spirit of transparency." Bold.
OpenAI's been dropping $100M+ checks across its ecosystem lately. Whether this one lands says a lot about how open-source fits into their plans.
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⚡️ AI labs are buying rare books by the pallet, shredding them, and a court just said that's fine
Anthropic's "Project Panama" paid tens of millions to scan books for Claude's training data, then destroy the physical copies. Spine cut off, pages fed through a high-speed scanner. Done.
A federal judge ruled it's fair use. Now every lab has a legal template.
Some of those books had almost no surviving copies. They're gone.
Anthropic's "Project Panama" paid tens of millions to scan books for Claude's training data, then destroy the physical copies. Spine cut off, pages fed through a high-speed scanner. Done.
A federal judge ruled it's fair use. Now every lab has a legal template.
Some of those books had almost no surviving copies. They're gone.
Futurism
AI Companies Are Buying Antique Books, Ingesting Their Contents to Train Models, and Then Destroying Them at Incredible Scale
AI companies are quietly obtaining rare books, ingesting their contents, and then destroying them -- even if they're exceedingly rare.
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🤖 Google's Gemma team is taking orders
Someone at Google just asked the community what they want in the next Gemma. And the wishlist is basically: a big MoE (100B-ish, fitting in 64GB RAM), configurable reasoning effort, audio input, and lighter guardrails.
Wild to watch a frontier lab crowdsource its roadmap in public.
Someone at Google just asked the community what they want in the next Gemma. And the wishlist is basically: a big MoE (100B-ish, fitting in 64GB RAM), configurable reasoning effort, audio input, and lighter guardrails.
Wild to watch a frontier lab crowdsource its roadmap in public.
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🚨 Jensen Huang says open-weight AI helped contain a real intrusion. Closed models blocked the forensics.
His answer: the Open Secure AI Alliance. Adobe, Cisco, Palantir, DoorDash on the list.
Mistral, Qwen, Moonshot? Not there. Somehow the biggest open-model builders didn't make the open AI alliance.
His answer: the Open Secure AI Alliance. Adobe, Cisco, Palantir, DoorDash on the list.
Mistral, Qwen, Moonshot? Not there. Somehow the biggest open-model builders didn't make the open AI alliance.
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🤖 Big Tech closes ranks on open weights. Anthropic stands alone.
Google and OpenAI both signed the letter backing open-weight models. That's pretty much every major AI player on one side.
Anthropic was founded on the belief that AI is genuinely dangerous. Signing would contradict their entire reason for existing. So they didn't.
(xAI also skipped it, but nobody seems surprised.)
Google and OpenAI both signed the letter backing open-weight models. That's pretty much every major AI player on one side.
Anthropic was founded on the belief that AI is genuinely dangerous. Signing would contradict their entire reason for existing. So they didn't.
(xAI also skipped it, but nobody seems surprised.)
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🤖 Claude Mythos cracked encryption. Weakened, but still.
Anthropic's Claude Mythos Preview found novel attacks on a weakened AES variant and a post-quantum candidate (HAWK). One attack was 200 to 1,000x faster than any human-developed method.
Current banking and comms are fine. But this is exactly how you benchmark what's coming next.
Anthropic's Claude Mythos Preview found novel attacks on a weakened AES variant and a post-quantum candidate (HAWK). One attack was 200 to 1,000x faster than any human-developed method.
Current banking and comms are fine. But this is exactly how you benchmark what's coming next.
Nytimes
An Anthropic Claude AI Model Finds Flaws in Tough-to-Crack Encryption Algorithms
Claude Mythos Preview discovered new attacks in testing against weakened cryptographic algorithms, which protect online financial transactions, private communications and more.
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⚡️ DeepSeek V4-Flash drops, no countdown, same-day weights
Outperforms V4-Pro preview and trades blows with GPT-5.5 on agentic evals. MIT license. Runs on two RTX 3060s or a 192GB unified memory box at full quality.
GLM-5.2-level performance on hardware mortals actually own.
Outperforms V4-Pro preview and trades blows with GPT-5.5 on agentic evals. MIT license. Runs on two RTX 3060s or a 192GB unified memory box at full quality.
GLM-5.2-level performance on hardware mortals actually own.
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🤖 Qwen 3.8-27B is here, and open weights are coming for the Max too
Alibaba just dropped Qwen 3.8-27B alongside Qwen 3.8-Max, their most capable model yet. And they're open-sourcing the Max weights next week.
If 3.6 27B was already the local king, this thing's about to take the crown.
Alibaba just dropped Qwen 3.8-27B alongside Qwen 3.8-Max, their most capable model yet. And they're open-sourcing the Max weights next week.
If 3.6 27B was already the local king, this thing's about to take the crown.
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🤖 Claude wrote a walkable jungle from scratch. No assets. Just code.
12,000 lines of procedurally generated terrain, foliage, and lighting. Pure runtime math, no textures imported.
This is basically a demoscene demo written by an AI on request.
12,000 lines of procedurally generated terrain, foliage, and lighting. Pure runtime math, no textures imported.
This is basically a demoscene demo written by an AI on request.
GitHub
GitHub - StarKnightt/jungle-trail: A fully procedural first-person jungle in Three.js. Zero external art assets - every texture…
A fully procedural first-person jungle in Three.js. Zero external art assets - every texture, mesh and sound generated in code. - StarKnightt/jungle-trail
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⚡️ Elon wants AI to skip source code and spit out raw binary
He posted that the next step is AI generating optimized machine code directly, no source code at all.
Compilers exist precisely because writing binary is wasteful and unverifiable. Every token spent on raw machine code is a token not spent on logic.
Technically unfounded. But it's a great tweet.
He posted that the next step is AI generating optimized machine code directly, no source code at all.
Compilers exist precisely because writing binary is wasteful and unverifiable. Every token spent on raw machine code is a token not spent on logic.
Technically unfounded. But it's a great tweet.
X (formerly Twitter)
Elon Musk (@elonmusk) on X
This is exactly right. Source code is on the verge of becoming like assembly.
The next step is getting rid of “source code” entirely and just making an efficient binary directly with AI.
The next step is getting rid of “source code” entirely and just making an efficient binary directly with AI.
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🤖 More Qwen 3.8 sizes are coming, including a rumored 122B
Alibaba's flipping the script. After signals it'd keep larger models closed, Qwen is now open-sourcing across the entire 3.8 lineup.
Turns out Xi Jinping told Chinese AI labs to open source. And they did.
Alibaba's flipping the script. After signals it'd keep larger models closed, Qwen is now open-sourcing across the entire 3.8 lineup.
Turns out Xi Jinping told Chinese AI labs to open source. And they did.