Episode Details

OpenAI's new Jalapeño inference chip beat Nvidia's GB300 on power and latency in independently verified benchmarks, and Hugging Face is reportedly weighing a sale worth more than $13 billion, both signs that leverage in AI is shifting toward the infrastructure layer beneath the models. On the smol.ai side, cost-normalized benchmarks and a new NVIDIA "skill-lift" metric both suggest harness design and price-per-task, not raw model score, are what's actually winning enterprise budgets, while Anthropic shipped enterprise-managed authentication for MCP connectors. Elsewhere, an MIT study weakens artist copyright claims against AI training data, and Texas AG Ken Paxton turned data-center backlash into a Senate campaign platform.