Overview
- Microsoft CEO Satya Nadella said the immediate constraint on AI expansion is power and data‑center rack capacity, leaving many accelerators sitting idle in warehouses without “warm” racks to plug into.
- Bloomberg reported Nvidia’s market value jumped by nearly $400 billion in five trading days to roughly $5 trillion, as CEO Jensen Huang unveiled new partnerships and a plan to supply over 260,000 AI chips to major Korean groups and the government.
- OpenAI CEO Sam Altman said revenue is far higher than the reported $13 billion figure and stated there is no set timeline or board decision for an IPO.
- Geoffrey Hinton warned that large companies expect to replace human labor to monetize AI, as Bloomberg data show hyperscalers’ capex is projected to rise from about $360 billion to $420 billion next fiscal year.
- U.S. coding tools increasingly rely on Chinese large models, with Cursor and Windsurf showing Chinese‑language outputs and Windsurf confirming Zhipu AI as its provider, while Vercel, Cerebras, Together AI and Featherless add models such as GLM‑4.6, Qwen‑3‑Coder and Kimi K2.