
AI Hardware War: Nvidia, Google, Amazon, Huawei Dominate
The fighters in the battle for the future of AI: - NVIDIA (heavyweight champion) - Google (TPUs) - Amazon (Graviton) - Huawei (Ascend) And then a bunch of startups with neuromorphic or mega-chip strategies that will, if they look promising, get bought up. Anything else? https://t.co/Z4PM3SMX8O

Big Tech Constructs India's Unwanted Digital Wall
India didn't need to build a Great (digital) Wall like China. Big tech is building it for India ... Meta on social, Apple/Google on apps, etc. etc. >> India among countries where Meta automatically blocks flagged content https://t.co/GXi2QNeMIo

Factory AI Needs Consistency, Not Chatbot Creativity
You need factory-first AI to build an AI-first factory. And you won’t get it from OpenAI. Factories don’t need creativity. They need consistency. That’s why AI agents—not chatbots—are taking over the floor. https://t.co/TgOX9rhsnh https://t.co/aC8rsPysoL
Seeking a Mid‑range LLM: Sonnet as the Sweet Spot
Claude Opus 4.5 is expensive GPT 5.4 is expensive MiniMax2.7 is cheap, but it can't code well. What's the happy medium? Sonnet?