Stateless MCP update could simplify AI infra at scale, Google pursues a far more efficient Frozen v2 chip, regulatory and export-control questions loom over open-weight models, and public-interest AI funding (Current AI) plus Japan’s Noetra plan signal strategic shifts in AI infrastructure.
Infinity raises $15M at a $100M valuation to build a CUDA-style, chip-agnostic kernel software stack for universal AI inference, backed by Touring Capital, Principal VC, and researchers from OpenAI/Anthropic, with 26 employees and a notable customer (D-Matrix).
CAISI leadership turnover and US regulatory moves underscore AI governance risk, while Japan’s massive physical-AI investments and Nvidia-driven infrastructure signal a major, capex-heavy shift in AI deployment.
Nvidia’s Japan push centers on a sovereign AI program (Noetra) built with massive public-private funding, a national AI infrastructure data center, and heavy industrial participation, signaling a shift toward domestically controlled physical-AI capabilities backed by Nvidia hardware.
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