It's actually way dumber than that. CUDA is not even the biggest Nvidia moat. And neither are the GPUs. Both of those could be completely commoditized tomorrow and it would hardly have any impact on Nvida's AI infra dominance.
BIG TECH
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US can ban open weights models for companies
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As this post points out, contrary to what many say, the US government could absolutely effectively ban open weights models. That doesn’t mean you won’t be able to download the weights & run them, but they can ensure that no US company would use or provide access or host them
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Microsoft announces Skills for Copilot in Excel for finance
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Microsoft announced Skills for Copilot in Excel!
— 🚨 AI News | TestingCatalog (@testingcatalog) 26 juin 2026
> Today, we’re introducing new features built for financial professionals to continue doing that with skills for repeatable workflows, new financial connectors for trusted data, and improved capabilities for traceability.
We'll… https://t.co/UcuXHEQZQw pic.twitter.com/m3sjCBTli9Microsoft announced Skills for Copilot in Excel! > Today, we’re introducing new features built for financial professionals to continue doing that with skills for repeatable workflows, new financial connectors for trusted data, and improved capabilities for traceability. We'll
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Trump admin limits GPT-5.6 release to 20 partners via Bedrock
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The Trump administration has asked OpenAI to initially limit the release of GPT-5.6, we learned. At first, it'll be available to 20 partners; a path to access it will be via Amazon's Bedrock.
(amazing work @steph_palazzolo getting the story out first!) -
White House delays GPT 5.6; Marcus says significance overlooked
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People are not getting how significant this news – The White House delaying GPT 5.6 – is. Here’s the context and a suggestion. Both @pmarca and @DavidSacks did everything in their power to keep the White House from meaningfully regulate AI. About a month ago, sparked by
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US government may require approval before AI model releases
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OPENAI : GPT-5.6 release was staggered due to a federal government request, as reported by The Information. US government may require AI labs to get an approval before model releases. A new reality
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Tencent Tests AI Assistant for WeChat in China
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Tencent Tests #AI Assistant for Its Super App WeChat in China
by Luz Ding @business Learn more: https://
bit.ly/3QuYF7O #GenerativeAI #ArtificialIntelligence #Innovation #EmergingTech -
White House’s Anthropic actions raise fears of de facto AI licensing
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"The White House’s Anthropic actions have raised fears among policy and AI industry leaders that the government has created a de facto licensing regime for new frontier models while it continues to work out the specifics of the executive order’s framework. After all, just how
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OpenAI to release GPT-5.6 limited preview at US government request
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OpenAI is reportedly releasing GPT-5.6 only as a limited preview to a small group of partners. Via The Information The reason, according to Sam Altman: the U.S. government asked it to. Altman reportedly told staff that the government will be "approving access customer by
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White House asks OpenAI to delay GPT-5.6
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Big Breaking News: White House asks OpenAI to delay GPT- 5.6.