The Components Sold First
A Zhuhai operator used DeepSeek, a Hermes agent and a godmode jailbreak to hunt 460-plus targets. Open-weight models made the offensive kit a shopping list.
Nvidia’s latest result has become a market signal for the entire AI economy. With record revenue, China uncertainty, rising energy constraints and huge infrastructure demand, 2026 is shaping as a defining year for Jensen Huang, Wall Street and the global AI race.
Cerebras’ blockbuster IPO became a live stress test of how much AI risk investors still stomach, blending euphoria, caution and a search for alternatives to Nvidia’s long‑running dominance in the AI hardware race.
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