AI LABS AT WAR
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AI LABS AT WAR

OpenAI's $3.7bn quarterly burn is not a crisis. It is a down payment on sovereignty. After the SpaceX earthquake and the grounding of Anthropic's models, its coming IPO will not read as a graduation but as a treaty: the state installed as permanent shareholder in the architecture of intelligence.

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Intel’s second act
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Intel’s second act

Intel’s second act is not nostalgia but necessity. As Google, Nvidia and Apple seek a credible backup to TSMC, Washington weaponises chip policy and AI mega-IPOs loom, Intel is being revalued as strategic ballast for the next decade of compute.

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