🛑 Google limits how much Meta can use Gemini

🔓 Chinese AI rivals US models at finding bugs

💰 Samsung pledges $648 billion for chips and AI

🔧 Ford's AI flopped, so rehires 350 human engineers

🛰️ Rocket Lab buys satellite company Iridium to rival Starlink

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Google capped Meta's access to its Gemini models because it cannot supply the compute Meta wanted, the Financial Times reported. The restrictions hit several Google clients, but Meta took the hardest blow.

Meta relied on Gemini because it beat Meta's Llama models at safety jobs like scrubbing scams. The cap pushes Meta to ration tokens and shift workloads to its internal Muse Spark model.

Here's the kicker: Google spends over $180 billion on capex this year yet still rents 110,000 GPUs from SpaceX for $920 million a month. If Google is short on compute, everyone is.

Chinese startup Zhipu AI released GLM-5.2, an open-weight model that researchers say rivals top US systems at finding software bugs in some scenarios. It shipped one day after Washington banned Anthropic's top two models.

The edge shows up narrowly: Semgrep's tests put GLM-5.2 ahead of Claude Opus 4.8 on one vulnerability type. Its open-weight license lets anyone download and run it, placing the capability beyond US export controls.

Washington pulled Fable 5 to keep elite bug-hunting AI from rivals. A free Chinese model now does similar work, and its outputs closely mirror Opus 4.8, hinting it may have learned from US systems.

Samsung Group unveiled a $648 billion plan, about 1,000 trillion won, to spend over the coming decade on chips, AI data centers, batteries, and robotics, anchoring a national AI push President Lee announced this week.

AI demand for high-bandwidth memory drives the spending. Samsung and SK Hynix supply about 80% of those chips globally, and the plan funds new southwest fabs plus over 350 trillion won for AI data centers.

Investors greeted the record pledge with a shrug. Samsung Electronics shares dropped 4.8% on the news, as markets weighed the enormous capital cost against the risk that AI demand cools before the new plants open.

Ford brought back 350 veteran engineers over the past three years, after its AI and automated quality systems failed to deliver the quality it wanted. Some are former staff, others came from Ford's suppliers.

Executives admitted they leaned too hard on automation. Poon said AI only works as well as its training data, and Ford had lost senior expertise. The returning engineers run quality reviews and reprogram those tools.

The kicker: Ford cut 5,300 salaried jobs since 2020 betting AI could handle quality. Bringing a fraction back lifted it to No. 1 among mainstream brands in JD Power's survey, its first win since 2010.

Rocket Lab agreed to buy satellite operator Iridium for about $8 billion in cash and stock, gaining its 66-satellite network and spectrum. The deal still needs shareholder and regulatory approval and should close in mid-2027.

Rocket Lab launches and builds satellites but never operated its own network. Owning Iridium lets it control the full stack, from manufacturing to service, across IoT, direct-to-device, and navigation markets where reliability beats broadband speed.

It's the season of satellite shopping. Amazon bought Globalstar for $11.6 billion in April for similar reasons, since nobody can out-launch Starlink's 10,000-plus satellites. Buying an existing network is faster than building one from scratch.

A) Yes - 19%

B) No - 81% 🏆