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My fellow AI explorers

Meta just poached Andrew Tulloch, co-founder of Thinking Machines Lab, straight out of Mira Murati’s OpenAI team. If that name rings a bell, it’s because Zuckerberg reportedly tried (and failed) to buy the startup outright earlier this year. When money couldn’t win, he went for the talent instead.

In today’s edition:

• ⚙️ OpenAI builds its own brainpower

• 📱 California cracks down on AI companions

• 💻 Nvidia puts a supercomputer on your desk

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Sam Altman

⚙️ OpenAI Builds Its Own Brainpower

OpenAI is officially going in-house for compute. According to The Information, the company has partnered with Broadcom to design and deploy its first custom AI processors, marking a major shift toward autonomy over its supply chain.

Here’s the deal:

• Broadcom manufactures, OpenAI designs. The chips will start rolling out late next year.

• The system will deliver 10 gigawatts of compute—roughly five times the output of the Hoover Dam.

• News of the partnership sent Broadcom’s stock soaring nearly 10%.

This puts OpenAI in the same league as Amazon, Google, and Microsoft, each racing to cut dependency on Nvidia’s expensive GPUs. None have yet matched Nvidia’s performance, but the custom silicon boom is accelerating fast.

💭 Prediction:
This move isn’t just about faster models—it’s about control. The next AI advantage won’t come from model size, but from infrastructure mastery: compute, energy, and bandwidth. Whoever owns the pipeline owns the future.

👉 Read the full story here.

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Jensen Huang

💻 Nvidia Puts a Supercomputer on Your Desk

Meet DGX Spark: Nvidia’s new “personal AI supercomputer.”
At $3,999, this tiny powerhouse delivers a petaflop of performance, once reserved for entire data centers.

Under the hood:

• Powered by the GB10 Grace Blackwell Superchip

• 128 GB unified memory and up to 4 TB SSD storage

• Runs AI models up to 200 billion parameters from a wall outlet

Pre-orders are live via Nvidia.com and major OEMs like Dell, HP, and Asus.
Jensen Huang’s goal? To put an AI workstation in every researcher’s home.

💭 Prediction:
Spark symbolizes the democratization of compute. As prices drop and accessibility rises, AI development will migrate from cloud to desktop—accelerating innovation while raising new questions about power consumption and privacy.

👉 Explore DGX Spark here.

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USA

📱 California Cracks Down on AI Companions

California just became the first U.S. state to regulate AI companion chatbots. Governor Gavin Newsom signed SB 243, a landmark law requiring chatbot companies to verify users’ ages, issue content warnings, and integrate suicide-prevention protocols.

Here’s what’s inside:

• Companies must clearly disclose that conversations are AI-generated.

• Minors get “break” reminders and filtering for explicit content.

• Deepfake profiteers face fines up to $250,000 per offense.

The law, which takes effect January 1, 2026, follows a wave of incidents where AI interactions caused real-world harm. It builds on earlier California bills forcing major labs—OpenAI, Anthropic, and Meta—to reveal their safety processes.

💭 Takeaway:
AI safety just went from a moral issue to a legal one. Expect this to become the blueprint for nationwide oversight, forcing companies to rethink emotional AI, parasocial relationships, and mental-health safeguards.

👉 Read more on SB 243.

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Other Relevant AI News!

• 🧠 Meta raids OpenAI’s talent as Andrew Tulloch joins Zuckerberg’s AI division — fueling talk of Thinking Machines tech being absorbed into Meta’s Llama ecosystem. Meta poached Thinking Machines Lab co-founder Andrew Tulloch

• 💬 Firefox integrates Perplexity as a conversational search engine, bringing chat-based answers directly into your browser bar. Mozilla’s Firefox adds Perplexity AI as a search option

• 💼 Cisco launches an AI-readiness tool to help enterprises measure adoption and ROI of generative systems. Cisco’s AI Readiness Index highlights global leaders in AI adoption

• 🎨 Microsoft unveils a new in-house image generator trained for public testing—tuned for speed, not just realism. Microsoft AI announces first image generator created in-house

• 🛰️ Anduril debuts EagleEye, an AI-powered helmet giving commanders real-time battlefield vision. Anduril launches EagleEye military helmet with help from Meta

Golden Nuggets

• ⚙️ OpenAI’s Broadcom partnership signals the dawn of custom silicon wars.

• 📱 California’s SB 243 transforms AI safety into law, not suggestion.

• 💻 Nvidia’s DGX Spark brings supercomputing power to every creator’s desk.

Have any feedback for us? Please reply to this email (I read them all!)

Until our next AI rendezvous,

Anthony | Founder of Uncover AI