NVIDIA, China demand, and chip policy

A rapid-fire tour through a packed week in AI, from Google’s surprise Gemini 3 Flash release and its implications for the model Pareto frontier, to bombshell OpenAI fundraising talks involving Amazon and trillion-dollar valuations, major AI leadership and org changes at Amazon, early signs of stress in data-center financing markets, ChatGPT’s push toward an app-platform future, fresh details on the OpenAI–Disney deal, a new US Tech Force for government AI infrastructure, Nvidia’s China chip calculus, and Bernie Sanders’ call for a data-center construction moratorium. This episode connects the dots between models, money, infrastructure, and politics shaping where AI heads next.

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