Together AI: Web agent economics driven by inference volume

Ukraine's Ministry of Defense opened millions of drone-flight data points to 100+ companies and the UK government, creating a regulation-free zone for training AI models. The data, collected from tens of thousands of flights, is a new defense-sector gold mine.

DeepSeek plans to deploy at least 160,000 Huawei accelerators at a massive data center in Inner Mongolia, potentially creating one of the largest known clusters of Huawei AI chips and advancing China's push to replace Nvidia.

Economist Nouriel Roubini said he is not concerned about an AI bubble in a Bloomberg video interview. He offered no specific data or figures.

UBS analysts at a Sept. 1 briefing say Chinese AI buyers are shifting from 'token-maxxing' to 'token optimization,' favoring open-source models that cost less than one-tenth as much to develop as overseas peers, with API pricing at 10-20% of international rivals. However, cheaper AI doesn't automatically boost revenue due to limited user time and attention.

Nvidia reported $99 billion in equity holdings as it backs AI labs, cloud providers, and infrastructure companies across the sector, making it one of the world's biggest strategic tech backers.