This episode examines OpenAI’s seven hundred fifty megawatt commitment to Cerebras wafer-scale systems for low-latency inference, healthcare infrastructure releases from OpenAI and Anthropic targeting clinical and administrative workflows, competing commerce architectures from Google’s Universal Commerce Protocol versus centralized checkout systems, Anthropic’s formalization of its Labs initiative under Mike Krieger, Salesforce’s Claude-powered Slackbot deployment, Zhipu AI’s GLM-Image trained entirely on Huawei Ascend processors following export restrictions, and autonomous AI progress on fifteen Erdős mathematics problems since December. The briefing covers hardware procurement strategy, application layer competition, protocol governance, domestic chip independence, and formalized reasoning capability expansion.
