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News
AI: Jensen Huang’s Pragmatic AI Outlook vs Peers. AI-RTZ #1209
8+ hour, 33+ min ago (1781+ words) Nvidia founder/CEO Jensen Huang continues to differentiate himself vs US peers and customers in this AI Tech Wave. Up and down the tech stack. And the one at the top of the heap, with a $5 trillion plus market cap…...
AI: The AI Existential Risk Essays, US vs China. AI-RTZ #1208 (Part 2)
1+ day, 8+ hour ago (1726+ words) The Bigger Picture, Sunday, September 13, 2026 The words over AI Risks keep flowing. From the people building AI around the world. Part 1 on Friday discussed in detail one essay, OpenAI chief scientist Jakub Pachocki’s “An Alien Mind”. This Bigger Picture zooms…...
‘Not So Fast’ in AI. OpenAI, Anthropic & the AI Economy. ARD #160
3+ day, 13+ hour ago (1739+ words) Every tech wave has a stretch where the expectations run ahead of the evidence, in both directions at once. The people building the thing say it will be bigger and faster than anything before it. The people afraid of the…...
‘Beyond the Moon’ in AI. PwC, Google, OpenAI & Apple. ARD #159
4+ day, 10+ hour ago (1764+ words) Every tech wave has a moment when the numbers stop fitting on the old map. In this AI Tech Wave that moment keeps arriving, and this week it arrived four times in one day. A consultancy put a quarter-century price…...
AI: Anthropic’s $517B vs OpenAI’s $750B Compute Race. AI-RTZ #1204
5+ day, 2+ hour ago (1772+ words) AI Data Center builds are digging in across the country, led especially by two frontier lab companies OpenAI and Anthropic. They of course include gobs of AI Compute mostly from Nvidia, and gigawatts of Power, and more than a few…...
‘Miles to Go Before We Sleep’ in AI. Tesla, Microsoft, Anthropic. ARD #157
6+ day, 13+ hour ago (657+ words) All three are relevant in the context of how much more we have to do for AI infrastructure, far beyond the models and robots and agents we talk about day in and day out. Plus a Gadget AI on the…...
AI: Nvidia Buys the ‘Home Shelf’ of Open AI, Hugging Face. AI-RTZ #1202
1+ week, 4+ hour ago (1279+ words) Nvidia agreed on Thursday to buy Hugging Face, the home shelf of the world’s open AI models, for roughly $13 billion. I flagged the deal a few days ago on ARD #150, as the chess move tucked in behind Nvidia’s $96 billion quarter,…...
‘New and Improved’ in AI Models, Anthropic, OpenAI & Google. ARD #154
1+ week, 4+ day ago (842+ words) ‘New and Improved’, yes, again already. With caveats and asterisks. All three big American AI labs are shipping or teasing upgrades this week, and every single one comes wrapped in safety gates, restricted access, or a smaller model than promised....
AI: Physical AI w/ Nvidia’s Long Game in Robots, Cars & More. AI-RTZ #1195 (Part 2)
2+ week, 4+ hour ago (1147+ words) Part 1 yesterday of the Physical AI update mapped the global field: China building the robot bodies at ecosystem scale, the near-term money in the unglamorous lanes, and timelines longer than the market’s clock. Today, the featured player. Because one company…...
AI: Physical AI Arrives with China Leading. AI-RTZ #1194 (Part 1)
2+ week, 1+ day ago (1726+ words) In this Sunday’s ‘Bigger Picture’, I want to update the current state of AI robots, cars, drones and more in the ‘Physical AI’ side if AIs in this AI Tech Wave. I’ve written about AI robots in these AI-RTZ pages…...