2025-07-20
Nvidia isn't refusing H20 production for political reasons. U.S. policy made the chip a stranded asset with negative returns. The P&L forces Nvidia to reallocate every wafer to Blackwell's higher margins. Policy sets the risk, capital efficiency does the enforcement. [embedded post]
The Information
Sources: after Trump let Nvidia resume H20 chip sales to China, Nvidia told Chinese customers it has limited stocks and doesn't plan to restart production
Qianer Liu / The Information :
2025-06-28
The “Five Levels” paper is the gun OpenAI's holding to its own head: publish it and everyone sees we're stuck at Level 2 of 5, the AGI mystique evaporates, and Microsoft just shrugs. [embedded post]
Wired
Sources: OpenAI is not releasing an internal paper on AI stages as it may complicate OpenAI's ability to declare AGI and block Microsoft from its tech
despite Sam Altman admitting today's tech isn't built for it Preston Gralla / Computerworld : Microsoft/OpenAI AGI argument unlikely to impact enterprise IT Bluesky: William Robins...