Nov 4, 2026 · 8 min read · Members
Jensen Discovers Export Controls
Plus: OpenAI Wants More Ads, Google Pulls an Adobe on Schools
AI Secret / Author
Magna
Founding AISecret.us, Partnerly.us, Oncely.com to redefine how AI startups go to market.
Nov 3, 2026 · 1 min read · Members
Nvidia Tells Clouds to Cap China Business
Nvidia verbally told cloud partners worldwide to sell at least 51% of services outside China, while saying US policy wants business from everywhere.
Nov 3, 2026 · 1 min read · Members
EU Adviser Says Gemini Answers Can Infringe
An EU court adviser says Gemini can breach publishers' rights when it fetches and reuses articles, but called training on them generally permitted.
Nov 3, 2026 · 1 min read · Members
Tesla Cuts Europe Speeding Margin to 10%
Tesla's European speeding margin drops from +50% to +10% under a new name, while US buyers still pay $99 a month for Full Self-Driving.
Nov 3, 2026 · 1 min read · Members
DeepSeek Lifts China Funding to 2018 Levels
DeepSeek's $15.9 billion round, reported two days after a US agency ban, is China's largest venture deal and lifted October funding to $59 billion.
Nov 3, 2026 · 1 min read · Members
Kimi K3 Gets India-Only Processing on Bedrock
A new Bedrock profile keeps Kimi K3 requests in Mumbai and Hyderabad for Indian customers with residency rules, though Moonshot's newer K3.1 Pro is absent.
Nov 3, 2026 · 1 min read · Members
AMD Data Center Sales Nearly Double
AMD's data center sales rose 97% to $8.55 billion and it guided $17 billion next quarter, while two Helios customers hold AMD investment money.
Nov 3, 2026 · 1 min read · Members
Mistral Large 4 Joins Tao's Math Workspace
Mistral Large 4 joined Terence Tao's open-model math workspace, a week after SAIR listed it, beside Chinese models including one that outscores it.
Nov 3, 2026 · 1 min read · Members
Apple's Record Year Runs on Lean Capex
Apple posted a record $478.8 billion year and mentioned AI 45 times, while spending $2.2 billion on quarterly capex against Amazon's $77.3 billion.
Nov 3, 2026 · 1 min read · Members
ChatGPT Claims a Fifth of Google's Searches
OpenAI says ChatGPT handles a fifth of Google's search volume, counted by its own definition against a Google figure it did not source.