Stav AI · Blog

From the team.

Product updates, engineering deep-dives, sovereign AI intelligence, and tutorials.

Nvidia Puts a Number on the Buildout — and the Power Bill Comes Due

Nvidia's Q2 print: $96.2B revenue, $89B data centre, guidance that skips China. Emerald AI raises $150M to flex the grid to save power.

Stav Intelligence Desk·August 27, 2026

Intelligence Brief4 min

The Agent Stack Gets a Landlord: Google Hands A2A to a Neutral Foundation as IBM Buys Inference by the Cluster

Two protocols under one neutral roof, IBM's $240M inference cluster, and the money chasing whoever can govern the agents.

Stav Intelligence Desk·Aug 25, 2026

Intelligence Brief4 min

Two Bets on Trust: OpenAI Keeps Zero Retention, Anthropic Keeps the Logs

OpenAI reaffirms zero data retention as Anthropic mandates 30-day logs on its frontier models, Europe's data centres chase power to the Nordics, and Hugging Face maps the open-model landscape.

Stav Intelligence Desk·Aug 20, 2026

Intelligence Brief5 min

The compute-supply layer becomes the sovereignty frontier

Europe’s largest-ever chip round bets on photonics, AMD’s record quarter proves a real second accelerator source, and Qwen3.8-Max weights are due this week.

Stav Intelligence Desk·Aug 5, 2026

Intelligence Brief5 min

The frontier goes quiet, the open models get small

A quiet release day — but Thinking Machines shrank its open model to a quarter the size with almost no score lost, and the AI money kept moving downstream.

Stav Intelligence Desk·Aug 3, 2026

Intelligence Brief5 min

The EU AI Act Grows Teeth Today — and the Token Price War Is the Real Headline

The EU AI Act's GPAI enforcement and content-transparency rules take effect today, as OpenAI cuts Luna 80% and the open-weight case sharpens.

Stav Intelligence Desk·Aug 2, 2026

Intelligence Brief5 min

DeepSeek's Budget Model Overtakes Its Own Flagship — Weights Included

DeepSeek's re-trained V4-Flash beats its own flagship at $0.14/M with self-hostable MIT weights, as EU AI Act GPAI enforcement goes live Monday.

Stav Intelligence Desk·Aug 1, 2026

Intelligence Brief4 min

The Biggest Open Model Ever Is Here — and Its Licence Reads Like a Contract

Kimi K3's full weights land under a revenue-tiered licence, chip stocks hit a bear market on AI-capex doubts, and Opus 5 tops the leaderboard at half the price.

Stav Intelligence Desk·Jul 28, 2026

Intelligence Brief4 min

Two Open-Weight Releases in Three Days — and Airbus Picks Scaleway

Kimi K3 lands at 2.8T parameters, Inkling gives US labs an open-weights answer, Airbus picks Scaleway, and Article 50 transparency starts 2 August.

Stav Intelligence Desk·Jul 18, 2026

Intelligence Brief3 min

Moonshot Announces Kimi K3, the Largest Open-Weights Model Yet

Moonshot's Kimi K3 becomes the largest open-weights model yet; EU AI Act GPAI enforcement starts 2 August; Thinking Machines ships its first model.

Stav Intelligence Desk·Jul 17, 2026

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