Nvidia’s back in China (again)

What we’ll cover today:

🛠️ Cognition just stole Windsurf out from Google’s leftovers

🏗️ Meta is hoarding power like it’s building Skynet

🎛️ Nvidia’s back to selling chips in China (again)

🔒 Meta might ditch open source, because $$$ > vibes

📊 4 AI tools & resources to steal for your own stack

Cognition buys Windsurf 🛠️

• Windsurf’s CEO and top team jumped to Google in a $2.4B reverse acquihire.

• OpenAI had offered $3B, but the deal expired just hours earlier.

• Cognition moved fast to pick up the remaining 250-person team, IP, and product.

• Windsurf had strong traction with $82M ARR, 350 enterprise customers, and daily active users. [Read Full Story]

• Claude API access is back after Anthropic pulled it during acquisition talks.

• Cognition now controls both the IDE (Windsurf) and coding agent (Devin), positioning itself to go after Cursor and OpenAI.

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Meta is building a 5GW AI fortress 🏗️

• Meta announced Hyperion, a data center that will scale to 5GW in Louisiana.

• Prometheus, a separate 1GW cluster, comes online in Ohio by 2026.

• Combined, they will consume enough power to run millions of homes.

• The play is simple: own compute, control the future of AI infrastructure. [Read Full Story]

• OpenAI, Anthropic, and DeepMind need to rent compute; Meta is building its own empire.

• Engineers follow compute, and Meta wants to hoard it.

Meta cracks down on recycled content 🚮

• Meta removed 10M fake accounts and penalized 500K spammy profiles. [Read Full Story]

• Reposts, AI slop, and low-effort copied content will get deranked and demonetized.

• Creators now get transparency via new dashboard insights on distribution penalties.

• AI-generated junk and recycled memes are losing reach fast.

• The crackdown follows YouTube’s similar moves against spam and low-quality content.

• Meta wants to clean up Facebook’s feed and protect monetization integrity.

Meta cooling on “open source” AI 🔒

• Meta’s Behemoth model likely won’t be open sourced after weak internal results.

• Leadership is leaning toward closed models for revenue and control.

• Open source gave Meta PR points, but closed gives them a moat.

• Zuckerberg’s past comments hinted at this pivot if models got too good. [Read Full Story]

• Open source momentum could slow hard without Meta’s leadership.

• The power in AI shifts back toward closed ecosystems like OpenAI, Google, xAI.

Nvidia restarts China chip sales 🎛️

• Nvidia is resuming H20 chip sales to China after a US policy flip.

• RTX Pro chip launched, designed specifically for China’s AI workloads.

• Sales were paused after export bans but lifted after Nvidia’s promises of US investments. [Read Full Story]

• Mar-a-Lago dinner and $500B US infra commitment smoothed things over.

• AI supply chains are still dictated by politics more than strategy.

• Nvidia continues to balance between Washington and Beijing to keep revenue flowing.

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