NVIDIA chips, export limits, and geopolitics

The AI rumor mill is heating up again, with fresh speculation about when OpenAI’s next major model might land and whether it could reset the competitive narrative after a turbulent few months of launches. The episode puts those rumors in context, tracing how momentum has shifted between OpenAI, Google, and Anthropic, and what a real step-change model would need to accomplish. In the headlines: Microsoft moves to defuse political backlash over data center power costs, chip geopolitics tighten around NVIDIA and China, OpenAI makes a small but telling health-tech acquisition, and new model rumors swirl from DeepSeek, Google, and Anthropic.

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