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The AI Infrastructure Arms Race: AMD Helios, Etched, and Google’s 24.8B Quarter

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OpenAI committed 750 billion dollars through 2030, AMD unveiled Helios to challenge Nvidia’s rack-scale dominance, Etched doubled its valuation to 10.3 billion in seven months, and Google Cloud posted 24.8 billion in a single quarter. Here is what the AI infrastructure consolidation means for your procurement decisions in 2026.

The Kimi K3 Distillation Accusation: What US Officials Said, What AI Researchers Believe, and What Open-Weight Model Users Should Do

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White House advisor Michael Kratsios and Treasury Secretary Scott Bessent accused Moonshot AI of training Kimi K3 by distilling Anthropic Fable 5. AI researchers say the two-week timeline makes large-scale distillation physically impossible. Here is the fact pattern and what teams using open-weight models should do.

Build a Personal AI Research Assistant with Perplexity + Claude in 90 Minutes

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Build a 4-step AI research pipeline using Perplexity Pro and Claude Sonnet 4.6 in 90 minutes — with the exact chain prompt that prevents hallucination bleed.