AI News in 10

From a blockbuster AI chip IPO to Nvidia’s paper approvals in China, Cisco’s AI pivot, a pivotal authors-versus-Anthropic hearing, and NIST’s push on AI incident playbooks—here’s what matters and why. Ten minutes, all signal.

Washington stalls on AI rules as geopolitics turn chip-focused, Europe readies for AI-driven cyber risk, the EU pushes Android to open up, and Cerebras prices its IPO. We connect the policy shifts shaping compute access — and the capital bets behind them.

FCC extends update waivers for foreign-made routers and drones through 2029 as Maryland challenges who pays for AI-driven grid upgrades. We also unpack China’s dual-core quantum claim, a Right-to-Repair clash with Bambu Lab, and Sony’s hefty Bungie write-down.

From Michigan and Utah to Georgia, we track the hidden costs of the AI buildout — power, water, and heat — plus the UK's NHS rethinks open-source security and Meta swaps headcount for compute. A fast look at how infrastructure, policy, and Big Tech budgets are colliding in the AI era.

ASML’s upbeat quarter, a browser trust reset for DigiCert’s G1 root, and a sweeping AI policy roundup anchor today’s show. We also unpack Tempus’s 31 oncology abstracts headed to AACR and Oracle’s push to run agentic AI where enterprise data already lives.

From laser-linked GPUs in orbit to Linux 7.0’s AI-assisted bug hunting, we tour the biggest global moves reshaping infrastructure and policy. Plus: China’s classroom AI plan, SK Telecom’s Arm-based inference push, TSMC’s surge, France’s Linux pivot, and Rockstar’s third-party breach.

Samsung kicks off CES with an AI-heavy First Look as the EU shifts from warnings to enforcement. We preview Intel’s Panther Lake launch, explain why laptop prices are climbing, and break down a chilling ALPHV insider case.

Anthropic upgrades Claude with Opus 4.5, Nvidia posts a blowout quarter, and OpenAI locks in $38B of AWS compute as the EU delays high-risk AI rules and Palo Alto buys Chronosphere. We break down what it means for builders, budgets, and the next wave of AI agents.