Time for Open Models to Catch Up Is Halving Each Generation
SemiAnalysis charts three years of open-vs-closed AI gaps and finds the catch-up window keeps halving, with Kimi K2.6 closing on Opus 4.5 in just 4.8 months.
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SIA Says Chips Make Up 95% of an AI Server Rack’s Value
A Deloitte-SIA report projects AI data-center chip revenue could reach $1.2 trillion by 2028, reframing AI infrastructure as a full-stack semiconductor race.
Stanford 2026 Report Quantifies Growing Disconnect Between AI Experts and the Public
Stanford HAI's 2026 AI Index reveals a widening gap between expert optimism and public anxiety, with only 10% of Americans feeling more excited than worried about AI in daily life, while 56% of experts foresee positive impacts. The report highlights rising job market pressures, especially for young software developers, and a notable surge in negative sentiment among Gen Z.