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The AI boom is minting new trillion-dollar companies at a pace few predicted. Memory chipmakers SK Hynix and Micron have both crossed the one trillion dollar valuation threshold, riding a wave of demand for the specialised hardware that powers artificial intelligence systems. It is a striking reminder that the real infrastructure of the AI era is built in silicon, not software.

On the question of what that software actually does, a piece circulating in developer circles is asking a pointed question about large language models: if all they are doing is predicting the next token in a sequence, where does that actually leave us? It is a deceptively simple framing that cuts to the heart of debates about whether these systems understand anything at all, or are simply very sophisticated pattern matchers.

Meanwhile, a quieter but meaningful policy shift is playing out in California. A state law requiring operating system vendors to prompt users for their age bracket has been amended following significant pushback from the Linux community. The original lawmaker has stepped back, and open-source systems may now be exempt, a rare case of a developer community successfully reshaping legislation after the fact.

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Sources

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