Signal: The buildout's bill landed — Amazon burned $42BN, Intel ran out of memory — while a $1,000 open model turned published patches into working exploits.
US agencies told the president a year ago that Beijing was getting reports from someone with direct access to Jensen Huang; he chose not to act partly to avoid denting the stock, and Nvidia calls the diversion claims debunked.
Free cash flow is $42.4BN in the hole for the trailing year, $75.9BN of it spent on capex last quarter alone, and Andy Jassy told investors Amazon will spend 'meaningfully more' than $220BN in 2027.
Z.ai's freely downloadable GLM 5.3 read published-but-unshipped Firefox security fixes and built one-click exploits for six releases at about $1,000 each, rediscovering an unpatched sandbox escape every time — and no provider, Z.ai included, refused the job.
Steve Huffman is making Reddit a logged-in-only site to stop AI scrapers taking for free what model makers now pay to license — while US daily users are already falling.