AI
Nvidia’s Next AI Chokepoint May Be Software, Not Chips
Reuters’ report on Nvidia’s SchedMD acquisition matters because Slurm is a neutral coordination layer many AI labs and supercomputers already depend on.
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Platform Axiom
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The AI Distribution Race Is Becoming More Important Than the Model Race
As model quality converges, defaults, bundling, workflow integration, and enterprise channels are becoming the real battleground in AI.
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AI
OpenAI Is Building More Than Models
OpenAI’s new industrial-policy push and its TBPN acquisition suggest the company is assembling a broader distribution, narrative, and influence stack around AI.