- WSJ: Nvidia Licenses Groq’s AI Technology as Demand for Cutting-Edge Chips Grows (Dec 24, 2025)
Nvidia struck a nonexclusive licensing deal with AI-chip startup Groq for its inference-focused language-processing-unit technology, with Groq CEO Jonathan Ross, the company president, and some staff joining Nvidia while GroqCloud stays independent. - WSJ: The Former Ice-Hockey Player Who Nailed This Year’s AI Trade (Dec 20, 2025)
Former hockey captain Xavier Majic’s $3 billion Maple Rock hedge fund gained over 60% through November 2025 by betting early on data-storage suppliers (Western Digital, Seagate, Kioxia) that profited from AI-driven demand. - NY Times: Why the A.I. Rally (and the Bubble Talk) Could Continue Next Year (Dec 23, 2025)
Do soaring valuations indicate the existence of an AI bubble? Nvidia and the “Magnificent 7” dominate markets, OpenAI’s huge fundraising and trillion‑dollar data‑center plans, and a construction boom strain power and capital. Analysts are split: some warn of valuation and investment bubbles, others argue AI’s productivity gains justify the rally. - Mistral Ai: Introducing Mistral OCR 3 (Dec 19, 2025)
Mistral OCR 3 is a compact, cost-effective OCR model offering state-of-the-art accuracy—claiming a 74% overall win rate versus Mistral OCR 2—excelling at forms, handwriting, low-quality scans, and complex tables while producing markdown/HTML table output. It’s available via API and the Document AI Playground, priced at $2/1,000 pages ($1/ batch). - Andrej Karpathy: 2025 LLM Year in Review (Dec 19, 2025)
2025 saw major LLM shifts: Reinforcement Learning from Verifiable Rewards (RLVR) drove long-horizon capability and emergent reasoning, revealing jagged, “ghost”-like intelligence. New paradigms—Cursor apps, local agents (Claude Code), vibe coding, and GUI breakthroughs (Nano banana)—democratized development and reshaped how AI is used. - WSJ: Meta Is Developing a New AI Image and Video Model Code-Named ‘Mango’ (Dec 18, 2025)
Meta is developing Mango, an image-and-video AI model, alongside a text-based model called Avocado, with both expected in the first half of 2026. Avocado will emphasize coding and world-model research under chief AI officer Alexandr Wang as Meta expands its AI team amid fierce image-generation competition. - WSJ: OpenAI’s New Fundraising Round Could Value Startup at as Much as $830 Billion (Dec 18, 2025)
OpenAI is seeking up to $100 billion in a fundraising round that could value it at $830 billion, targeting completion by Q1 and drawing investors like SoftBank and Disney. The cash is needed to build AI models amid competition from Google and investor scrutiny over costly computing deals.
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