POPA ReconWeekly Recap: AI & Tech (Aug 3–9)
Weekly Recap: AI & Tech (Aug 3–9) Most of this week was one story: who controls the physical layer underneath AI. A draft rule nobody has seen sent photonics stocks up double digits after Reuters reported the FCC is preparing to ban Chinese optical transceivers. Samsung, SK Hynix and Micron sold out their entire 2027 memory output. AMD bought Taalas to fight Nvidia on inference. ByteDance is reportedly training a 10-trillion-parameter model. The rest was people and money - Hassabis stepped back from running DeepMind, Jeff Dean left to start his own lab, Nikita Bier left X, and SoftBank poste…
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