4,000 GPUs – is that supposed to secure Germany's “digital sovereignty”? While OpenAI and others are stacking millions of GPUs worldwide, Germany is celebrating a number that is barely enough to seriously train a single frontier model. Symbolic politics in high-tech costume.
MARKET TRENDS
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Nvidia’s Leasing Structure Strategy for Server Collateral Financing
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Hmmm. “The leasing deal could be structured to minimize risks for Nvidia. Nvidia could set up an entity that borrows money to buy the servers, using the chips as collateral. OpenAI’s lease payments could go towards paying back the loan.”
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Dr. Feifei Li shares Alibaba’s AI business strategy overview
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Dr. Feifei Li on the business side of Ali AI also has a nice high level view of what Alibaba is doing overall pic.twitter.com/gy8w2Cj657
— swyx 🐣 (@swyx) 24 septembre 2025Dr. Feifei Li on the business side of Ali AI also has a nice high level view of what Alibaba is doing overall
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AI Adoption Barriers: Organizational Change Over Technical Limits
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I suspect current models are “smart” enough to transform a lot of work, despite their jaggedness. The barriers are less AI ability now than the fact that there is a learning curve of how to use them in organizations, along with the need for organizational change & new processes.
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China’s New Frontier Lab: Alibaba’s Tongyi and Qwen-Max Models
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China has a new frontier lab, and it's Tongyi ("all in one").
— swyx 🐣 (@swyx) 24 septembre 2025
in case you were wondering why @JustinLin610 was in such a mad dash to ship so many models, including the monster 1T param Qwen-Max, it's because the Alibaba Cloud conference just happened and they laid out their… https://t.co/andUOFoN23 pic.twitter.com/UlcHBZGm11China has a new frontier lab, and it's Tongyi ("all in one"). in case you were wondering why @JustinLin610 was in such a mad dash to ship so many models, including the monster 1T param Qwen-Max, it's because the Alibaba Cloud conference just happened and they laid out their
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Data Centers and the Religious Fervor Around Super-Intelligence
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Given the quasi-religious way people think about super-intelligence, I keep wondering if today's incredible data-center build out might be comparable to the construction of cargo cults.
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Marketers embrace GenAI and AI agents for ROI growth
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From curious to confident: new research shows marketers are moving fast. From dabbling in GenAI to embracing AI agents and even quantum. Want to know what sets the 98% who are getting ROI apart and how to join them? Dive into this report: http://
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Quantum Readiness Through Gradual Skill Development and Strategic Alignment
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Quantum readiness is less about sudden disruption and more about cultivating skills, forging collaborations, and aligning strategies with evolving standards, so that businesses can gradually integrate these technologies into long-term transformation paths. Microblog @antgrasso
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Wayve autonomous vehicle successfully navigates Tokyo rush hour streets
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It was great to see you around, @alexgkendall
! I’m so impressed that the @wayve_ai autonomous vehicle navigated flawlessly in crowded Tokyo streets during rush hour, especially inside the shotengai (商店街) streets with lots of pedestrian traffic. -
DeepSeek Terminus: Next-Level Hybrid AI Model Launch
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DeepSeek just dropped Terminus: The next level hybrid model. https://
search.app/5bkKm #DeepSeek #Terminus # @sonu_monika @enilev @Jagersbergknut @TysonLester @chidambara09 @labordeolivier @BetaMoroney @tlloydjones @Nicochan33 @jeancayeux @RLDI_Lamy @pierrepinna @pierrecappelli