المدونة

صفقة الـ100 مليار “على الثلج” تكشف الحقيقة: الميغاواط صار هو السلاح

تجميد صفقة الـ100 مليار ليس خبر تمويل عابر؛ هو إشارة أن سباق الذكاء الاصطناعي تحوّل لسباق كهرباء وشرائح وتمويل بنية تحتية.

OpenAI بتشيل GPT-4o من ChatGPT في 13 فبراير… ومرحلة “ثبات النموذج” انتهت

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OpenAI بتشيل GPT-4o من ChatGPT في 13 فبراير… ومرحلة “ثبات النموذج” انتهت

OpenAI أعلنت تقاعد GPT-4o داخل ChatGPT بتاريخ 13 فبراير 2026. الموضوع انفجر لأن ناس بنت شغل وروتين على نموذج واحد. أنا أفكك الأثر الحقيقي على الشركات والفرق، وخطة عملية للأسبوع هذا.

صفقة الـ100 مليار بين Nvidia وOpenAI تجمّدت… لأن عنق الزجاجة صار “الكهرباء”

تباطؤ محادثات استثمار Nvidia الضخم في OpenAI يكشف واقع الذكاء الاصطناعي: من يملك كهرباء وبنية تحتية وسلاسل توريد يفوز، لا من يرفع التقييم.

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