Polymarket has 97% odds on OpenAI releasing a new frontier model before Dec 31st, but only 16% that it's the best model by the end of the year? (Every GPT announcement has held the #1 position upon release)
BIG TECH
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IBM acquires Confluent for $11 billion to boost AI capabilities
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.@IBM SVP of Software @robdthomas on why they acquired @confluentinc for $11 billion. "In our view, Confluent and the capability they provide is going to be up and to the right when it comes to AI.” “The need for data to support anything that a company wants to do in terms of intelligence and how they operate, that's not gonna change. If anything, that demand is only going to go up.” Full episode: thein.fo/4rOqjKz
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Jais-2: Arabic LLM 20x Faster Than Leading Models
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Introducing Jais-2 – a major leap for Arabic AI. Co-developed with @G42ai , Inception, and @mbzuai
, Jais-2 is a family of Arabic models built end-to-end on Cerebras from pretraining to inference. Jais-2 70B runs at 2,000 tokens/sec – 20x faster than leading LLMs. It brings deep -
Meta’s Avocado AI Model Delayed to 2026
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Meta is working on a new proprietary frontier AI model called “Avocado” according to CNBC. “We were expecting the model to be released before the end of this year, but that the plan now is for that to happen in the first quarter of 2026.” Meta will be back
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DeepL Advances Real-Time AI Translation with NVIDIA Infrastructure
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Great work from @DeepLcom advancing real-time AI translation for millions of its customers, powered by NVIDIA AI infrastructure.
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Notion Testing GPT-5.2 Internally
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BREAKING : Notion might be testing GPT-5.2 internally under the "olive-oil-cake" codename. The codename is abstracted by Notion. Soon or not soon?
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Fireworks AI Achieves Top Performance with Kimi K2 Blackwell
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Fireworks AI hits top performance on the Artificial Analysis leaderboard with Kimi K2 on NVIDIA GB200 NVL72 systems. @FireworksAI_HQ CEO Lin Qiao explains why Blackwell NVL72 transforms massive MoE serving. Learn more https://
nvda.ws/48rJ4Mm -
Foundation Model Transparency Index shows industry regression in 2025
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@StanfordCRFM just released the 2025 Foundation Model Transparency Index, which evaluates transparency practices across major foundation model developers. This year's headline? Transparency regresses across industry, reversing last year's gains. https://
crfm.stanford.edu/fmti/December-
2025/index.html
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Dense Models Beat MoE: Western AI Companies Strategic Shift
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It's a big macro trend shift as they revert back to old dense models, while still comparable or better than MoE baselines. "Leak" because the big Western companies figured it out a while ago, letting the OSS community & China go down the MoE path — notably more complex + ~worse
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Linker Vision Builds Smart Cities with NVIDIA AI Technology
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🏙️ Smart cities don’t happen by accident. They’re built with data.
— NVIDIA AI (@NVIDIAAI) 9 décembre 2025
Linker Vision is helping cities become smarter and more connected using NVIDIA Metropolis, NVIDIA Cosmos, and @nvidiaomniverse, following a simulate-train-deploy workflow – from simulation to AI agents delivering… pic.twitter.com/yfQEOn7KY6Smart cities don’t happen by accident. They’re built with data. Linker Vision is helping cities become smarter and more connected using NVIDIA Metropolis, NVIDIA Cosmos, and @nvidiaomniverse
, following a simulate-train-deploy workflow – from simulation to AI agents delivering