This episode examines three parallel developments in foundation model infrastructure and deployment. We analyze GLM-5’s seven hundred forty-four billion parameter mixture of experts architecture trained entirely on Huawei Ascend hardware, establishing operational independence from NVIDIA chips at frontier scale. We review Claude Opus four point six’s one million token context window with autonomous agent orchestration and its impact on enterprise software valuations. We cover Chile’s Latam GPT, the first regional open-source model addressing Latin American data representation gaps with two hundred thirty billion words from fifteen countries. The briefing explores hardware diversification, agentic workflow economics, and data sovereignty as structural factors in AI system design.
