The Download: the artificial general intelligence myth and US/China artificial intelligence competition

This edition of The Download examines how belief in artificial general intelligence has taken on the tenor of a conspiracy theory and surveys arguments that China may be positioned to win the global artificial intelligence race.

The Download, MIT Technology Review’s weekday briefing, leads with a feature by Will Douglas Heaven arguing that artificial general intelligence has taken on the character of a conspiracy theory. The piece captures the polar extremes of expectation around the technology – optimistic timelines and promises of transformative solutions on one side, existential apocalyptic fears on the other – and frames the debate as part of MIT Technology Review’s “The New Conspiracy Age” series on how conspiracy thinking is reshaping science and technology.

The newsletter also carries the first edition of a collaboration between the Financial Times and MIT Technology Review called The State of AI, with a dispatch by John Thornhill and Caiwei Chen asking whether China is about to win the artificial intelligence race. The column contrasts the United States’ advantages in semiconductor expertise, cutting-edge research, and data center investment with China’s capacity to mobilize whole-of-society resources to develop and deploy artificial intelligence at scale. The series will publish weekly for six weeks and aims to map how generative artificial intelligence is reshaping global power.

A curated must-reads list highlights industry and policy developments, including reports that China may offer incentives for data centers that use native chips, Norway’s oil fund opposing Elon Musk’s large pay package, OpenAI’s significant compute deal with Amazon, and allegations that cybersecurity workers moonlighted as criminal hackers. Other items touch on labor used to train humanoid robots, limits to large language models’ introspective descriptions, renewed corporate bets on artificial intelligence advertising, and Facebook Dating’s growing use despite scam risks. The issue closes with a quote about the human limits of algorithmic matchmaking, an in-depth piece on an asteroid that briefly carried a 3.1% chance of impacting Earth in 2032 before being ruled safe, and a light section of cultural links and distractions to round out the briefing.

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Impact Score

Deutsche Telekom and NVIDIA launch Industrial Artificial Intelligence Cloud

Deutsche Telekom and NVIDIA unveiled a sovereign, enterprise-grade Industrial Artificial Intelligence Cloud in Berlin, described as the world’s first and scheduled to go live in early 2026. The platform pairs Deutsche Telekom infrastructure with NVIDIA hardware and software to accelerate digital twins, predictive maintenance and foundation model training for European industry.

Artificial Intelligence artist Xania Monet debuts on Adult R&B Airplay

Xania Monet’s “How Was I Supposed to Know?” entered Billboard’s Adult R&B Airplay chart at No. 30, marking the first known instance of an Artificial Intelligence based act appearing on a Billboard radio survey. The song’s radio arrival follows viral social growth and previous sales and streaming chart success.

AMD sued over hybrid bonding patents used in 3D V-Cache

Adeia has filed two patent infringement suits against AMD in the U.S. District Court for the Western District of Texas, claiming ten patents covering hybrid bonding and related process-node techniques are infringed by AMD’s stacked cache designs. The litigation follows years of licensing talks that Adeia says failed.

OpenAI and Amazon sign $38 billion deal for Artificial Intelligence computing power

OpenAI and Amazon have signed a $38 billion deal that will let the ChatGPT maker run its Artificial Intelligence systems on Amazon data centers using hundreds of thousands of Nvidia chips via Amazon Web Services. The agreement includes an immediate start on AWS compute with capacity targeted for deployment before the end of 2026 and the option to expand into 2027 and beyond.

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