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• Sources: Nvidia plans to use its $6B deal with Poolside to build an open-weight AI model to compete with Chinese models like DeepSeek and Kimi (Robbie Whelan/Wall Street Journal)
• Sources: Iran-linked hackers shut down a small UK power plant for four days, coinciding with a wave of Iran-affiliated attacks on US water utilities (Telegraph)
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• Sources: some of Nvidia's top customers have been told that prices will jump 15%+ on systems, including Vera Rubin and Grace Blackwell, starting in early 2027 (Bloomberg)
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• A look at the narrowing US-China AI gap, as a spate of compelling, low-cost releases makes Chinese AI models increasingly attractive to businesses (Bloomberg)
• Ox Alpha, a "stealth model" from an unknown AI lab with a 1M-token multimodal context and capacity for 100T tokens/day, goes viral after launching on OpenRouter (Rohail Saleem/Wccftech)
• Cheap energy, abundant land, and proximity to Beijing have made Ulanqab, Inner Mongolia, a data center hub, with ~100 data centers built or under construction (Zeyi Yang/Wired)
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