NVIDIA Bets Everything on OpenAI While Apple Engineers Run to Competitors

While you were brewing your morning coffee, the Silicon Valley landscape tilted again. Jensen Huang, the man in the perpetual leather jacket and head of NVIDIA, openly announced that his company will "definitely" participate in OpenAI's new funding round. And this isn't just a routine check — Huang hinted that it could become the largest investment in NVIDIA's history.

The irony is that inside the chipmaker itself, not everyone is thrilled: some top management doubt whether it makes sense to pour billions into a company that's already sitting on their "hardware." But Jensen seems to be playing the long game: he wants to be not just the supplier of pickaxes for the gold rush, but the owner of the mine itself. Meanwhile, the atmosphere in Cupertino is far less festive.

Apple continues to hemorrhage brains. In recent weeks, at least four leading AI researchers have left the company, including Yinfei Yang and Haoxuan You. Where did they go?

Straight to competitors — to Meta and Google DeepMind. This is happening at the worst possible moment: Apple is desperately trying to polish a new Siri so it doesn't look like a calculator next to GPT-4. When people responsible for model architecture leave the "super-intelligence" team, it's always a bad sign.

It seems that Apple's secretive corporate culture is losing to the openness of Zuckerberg's research labs. If you thought Elon Musk had calmed down, here's a fresh dose of madness from SpaceX documents filed with the US Federal Communications Commission. Musk is planning to deploy a constellation of one million (yes, you heard that right) satellites.

The goal? Create orbital data centers for AI, powered by solar energy. It's an elegant, if frightening, solution to the energy crisis: on Earth, AI farms will soon start consuming electricity equivalent to entire countries, while in space there's plenty of sun for everyone.

If this works out, SpaceX will become not just a transportation company, but the primary cloud provider of the Solar System. On the eastern front, things are also heating up. Chinese startup Moonshot AI decided to hit the market with dumping prices.

Their new model Kimi K2.5 is now available for free through the OpenClaw platform. In a world where you pay for every token, such generosity is a direct challenge to both Baidu and Alibaba.

Chinese developers are clearly moving from the "catch up to the West" stage to "undercut competitors by price." By the way, about useful applications: BrainCo released a non-invasive neural interface for children with ADHD. The device reads brain signals and through neurofeedback helps train concentration.

This is one of those rare cases when neurotechnology leaves the labs and enters real families. Even Indonesia, which in early January blocked Elon Musk's Grok due to fears of pornographic content, backed down. After "guarantees" from X (formerly Twitter), access was restored.

The authorities realized that it's better to have an AI with questionable humor than to be left behind in technological progress. The AI industry right now resembles a game of musical chairs: everyone's running around, changing places, and trying to claim the throne while the music (and cheap investor money) keeps playing. The key takeaway: NVIDIA is transforming into an investment fund, Apple risks oversleeping the AI revolution due to staff turnover, and Musk is preparing to move computation beyond the atmosphere.

Which of them will turn out to be right, we'll find out faster than GPT-5 is released.