Google Sells Ironwood Chips. Sutskever's Hidden Formula. OpenAI Partners Accumulate Debt. Sutskever Sees AI Turning Point.

Show notes

The AI news for November 29th, 2025

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Here are the details of the day's selected top stories:

Google is selling AI chips to everyone: Is Nvidia's monopoly over now?
Source: https://www.all-ai.de/news/news24/google-ki-chips
Why did we choose this article?
Major market development: Google offering its Ironwood TPUs for sale to rivals could break Nvidia's dominance. This affects procurement, pricing, cloud vs. on-prem choices, and competitive dynamics—essential for architects, investors, and ops teams to watch.

Sutskever's Secret: The Hidden Formula of Superintelligence
Source: https://www.all-ai.de/news/news24/sutskevers-superintelligenz
Why did we choose this article?
High-level direction from a leading researcher: Sutskever argues scaling alone is exhausted and suggests emotion-like objectives and private, safety-first research. This signals possible shifts in research priorities and what to expect from next-gen architectures.

OpenAI partners are accumulating $96 billion in debt for AI expansion.
Source: https://the-decoder.de/openai-partner-haeufen-96-milliarden-dollar-schulden-fuer-ki-ausbau-an/
Why did we choose this article?
Systemic risk and economics: ~96B in partner debt to finance AI infrastructure matters for industry sustainability, potential consolidation, and credit risk. Important context for investors, strategists, and anyone relying on vendor continuity.

Qwen3-VL analyzes two-hour videos and finds almost every detail.
Source: https://the-decoder.de/qwen3-vl-analysiert-zweist%C3%BCndige-videos-und-findet-fast-jedes-detail/
Why did we choose this article?
Capability update: Alibaba's Qwen3-VL advances multimodal understanding (including long videos and image+math tasks). Practical implications for video search, analytics, and multimodal applications — watch openness and deployment choices.

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