We sip our cappuccino in deceptive quiet, while AI races at a speed that makes it impossible to grasp its outlines. We are teetering between unbridled innovation and the vertigo of consequences.

The Tech Guts (The Roaring Engine):

• Nvidia, the Absolute King: With the new Blackwell GPUs (B200), it has redefined computing power. It is like strapping a Ferrari engine to a rocket: 30 times higher performance and total dominance.
• OpenAI and the Monster: Between ChatGPT and Sora’s videos, they are pushing toward Artificial General Intelligence (AGI). They try to control the “beast” with superaligners, but every step forward brings new safety questions.
• Google DeepMind and Science: They aren’t just watching. With Gemini, they aim for multimodality and revolutionizing science (medicine, materials). Pure power poured into machines.
• The Hardware and Software War: AMD and startups try to chip away at Nvidia’s monopoly, while Open Source (Llama 3, Mistral) democratizes access. It is a blessing that looks dangerously like distributing blueprints for nuclear reactors to anyone.

The Bitter Side Dish (Politics and Society):

• Europe vs. USA: The EU attempts to dam the river with the AI Act (laudable but bureaucratic), while the US and UK prefer to loosen the reins on companies to avoid stifling innovation.
• Democracy and Work at Risk: Deepfakes threaten the integrity of global elections, while the silent tsunami of automation is already reshaping the job market, from white-collar to blue-collar.

The Verdict: We are on a knife-edge. AI is neither a god nor a demon, but an amplifier of our intentions. If we have the courage and wisdom to steer this storm, perhaps the cappuccino won’t go down the wrong way, and we will see a new dawn instead of the abyss.