Nvidia, Anthropic, DeepSeek и OpenAI: контроль ниже стека

Nvidia, Anthropic, DeepSeek и OpenAI: контроль ниже стека

В выпуске: фабрика моделей Nvidia и Poolside, собственный чип Waymo, облачная зависимость Meta от Microsoft, AI-дипломатия США и Китая, сопротивление дата-центрам, enterprise-границы Anthropic, рост OpenAI на GPT-5.6 Sol, DeepSeek V4-Flash-Vision-Exp, FlashPrefill V2 и практическая инженерная цена маленьких деталей.

• Nvidia's $12B Poolside reverse-acquihire redraws the AI stack
• FlashPrefill V2 targets long-context serving bottlenecks
• LLM 0.32.1 repairs a transitive dependency failure
• LLM OpenRouter adds reasoning support and server-side tools
• Coding agents make tiny native interfaces economically plausible
• An AI tutor helped a developer learn enough quaternions to ship
• Anthropic puts Claude Mythos 5 behind Claude Security
• DeepSeek releases V4-Flash-Vision-Exp
• US data-center opposition surges to 75 percent
• US AI diplomacy asks partners to choose between Washington and Beijing
• Waymo builds a custom robotaxi chip
• Meta becomes a major buyer of Microsoft's AI services
• Anthropic eases data-retention policy after enterprise pushback
• GPT-5.6 Sol drives an OpenAI revenue surge
• GPT-Image-2 previews native transparent backgrounds