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Beijing Wants Nvidia Out But China's AI Developers Aren't Ready
Beijing Wants Nvidia Out But China's AI Developers Aren't Ready
China has spent years pouring money and political capital into building a homegrown semiconductor industry. Yet when its AI companies need to train their most sophisticated models, many still turn to Nvidia, according to South China Morning Post.
The biggest obstacle may no longer be the chips themselves. It is everything developers have built around them.
Nvidia’s CUDA software has become deeply woven into the way AI labs operate. Models, training tools and internal workflows have been designed around the platform, meaning...
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Mar 13, 2026 / Tyler Durden
META Delays AI Rollout Because It Sucks, May License Gemini; Musk Reboots xAI 'From The Foundations Up'
META Delays AI Rollout Because It Sucks, May License Gemini; Musk Reboots xAI 'From The Foundations Up'
Mark Zuckerberg bet the farm on AI supremacy, and this year's crop is infested with bugs.
According to a new report, Meta has quietly pushed back the launch of its next-generation foundational AI model, internally code-named Avocado, from this month until at least May. The reason? Internal tests showed it underperforming on key benchmarks for reasoning, coding, and writing - trailing rivals like Google's Gemini 3.0, even as it beat Meta's own prior efforts and...
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Mar 29, 2026 / Tyler Durden
"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month
"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month
As last week wore on, it felt increasingly like the market was transitioning from pricing inflation risk (from a 'brief' energy supply shock) to weighing a demand-shock-driven growth scare (from a longer lasting disruption) as bonds rallied in the face of higher oil and lower stocks (stagflation).
Last week saw three attempts at unilateral de-escalation (5-day delay, 'ceasefire' proposal, 10-day delay) met with even more supply as the apparent 'Trump Put' or 'TACO' trade is losing its power.
Simply put,...
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Jun 5, 2026 / Tyler Durden
Has Trump Opened Pandora's Box?
Has Trump Opened Pandora's Box?
Authored by John Rosenburger, Senior Fellow at Eisenhower Media Network
The limits of U.S. military power are now fully exposed.
2.5 months in to the U.S.-Israeli war against a nation that posed no threat to the United States’ vital interests, justified by a pyramid of lies, several things are abundantly clear. President Trump failed to define clear and viable political objectives to achieve in our role as Israel’s proxy in yet another war of choice. “Viable” here meaning objectives that are realistically attainable through the military means at a nation’s...
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