Jensen projects $1T and the stock closes flat; NVIDIA's $20B Groq bet; the free software play that locks in hardware; Pentagon sole-sources its AI stack; cooling startup mints unicorn on Jensen's advice
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Daily Digest
Every edition of the AI Briefly daily briefing. Five signal-dense blurbs, published each weekday morning.
GPT-5.4 drops; Pentagon cuts off Anthropic; Broadcom's $100B projection; NVIDIA abandons China line
5 stories
Meta open-sources reasoning model, CoreWeave files S-1, EU AI Act enforcement begins
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NVIDIA Q4 earnings beat, AMD announces MI400 roadmap, OpenAI enterprise push
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AWS announces custom Trainium 3 chip, Scale AI valued at $25B, AI energy demand surges
5 stories