Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company…
Zhipu’s Huawei-trained multimodal AI signals life beyond Nvidia
What Changed and Why It Matters Zhipu AI released an open-weight image model trained entirely on Huawei’s Ascend chips. It’s a concrete proof point that a full Chinese AI stack—chips,…
Beijing’s Meta–Manus probe signals the new reality of AI M&A
What Changed and Why It Matters China has opened a formal review of Meta’s acquisition of AI startup Manus. Officials are assessing technology export controls, data security, and broader national-security…