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The Information AI / 3:00 PM

Nvidia’s Growing Dependence On a Few Big Customers

Nvidia CEO Jensen Huang has very good reason to try to develop new customers by investing in a variety of neocloud and AI firms. For all its success, Nvidia’s sales have become increasingly dependent on a handful of customers—some of which may cut back their purchases over time. That becomes clear when you look at its own disclosures going back several years, which specify how many customers account for more than 10% of sales. In the first half of this fiscal year, ending in July, three such customers were responsible for 44% of total sales. Last fiscal year, two customers accounted for 36% of total sales. Going back to fiscal 2023, Nvidia had no customers accounting for 10% or more of sales (see the chart below).

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The Decoder / 12:58 PM

Iris-mini and Iris-pro are the strongest open-weight search agents in their class

The AllSpark team has released Iris-mini and Iris-pro, two open-source search agents built on Qwen models that lead benchmarks among open-weight models in their size classes. According to the paper, the training data and models also improved performance on tasks they were never trained for, including general tool use and office work. The article Iris-mini and Iris-pro are the strongest open-weight search agents in their class appeared first on The Decoder .

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Simon Willison LLMs / 11:56 PM

Generating running routes with GPT-6 Astra and ChatGPT Work

Here's a neat thing I had ChatGPT Work with GPT-6 Astra (Max) do this morning: I live at <my address>. Figure out 5K and 10K running routes from me that loop from my house. Use OSM data. It worked for 27 minutes and produced exactly what I'd asked for, as both an embedded visualization and downloadable GPX file and GeoJSON files. Here's that 5K route: When I asked it how it had created the route, it replied: I used Nominatim to locate the address and Overpass to download local OpenStreetMap roads and trails , then calculated the loops locally. Frustratingly, the actual code it ran and exact details of what it did weren't visible to me in the ChatGPT UI. I see this lack of transparency is an anti-feature. By the time I thought to ask for a copy of the Python code it had used, ChatGPT was unable to provide it. This appears to be because the thread had been compacted. I think any LLM system that uses compaction needs to both preserve the pre-compacted text and make that text available via agent tool calls, to protect against this kind of problem. As for displaying the map to me, that used the visualize skill . It created a file called /workspace/el-granada-5k-share.html to embed directly into the ChatGPT UI. Here's a copy of that HTML , which starts like this: < div id =" eg-share-loop " > < div class =" viz-row " > < h3 > El Granada harbor loop </ h3 > < span class =" text-small " > 5.1 km </ span > </ div > < div id =" eg-share-stage " > </ div > < div class =" text-small text-muted " > Map data © < a href =" https://www.openstreetmap.org/copyright " target =" _blank " rel =" noopener " > OpenStreetMap contributors </ a > </ div > < style > # eg-share-loop { width : 100 % ; } # eg-share-loop # eg-share-stage { width : 100 % ; margin : 8 px 0 ; } # eg-share-loop . eg-share-map { display : block; width : 100 % ; touch-action : none; } # eg-share-loop . eg-share-map text { fill : var ( --foreground ); font-size : 12 px ; font-weight : 400 ; } # eg-share-loop . eg-share-label { paint-order : stroke; stroke : var ( --background ); stroke-width : 3 px ; stroke-linejoin : round; } </ style > < script type =" application/json " id =" eg-share-data " > { "route" : { "type" : "LineString" , "coordinates" : [ [ - 122.467425 , 37.4997753 ] . . . </ script > < script src =" https://cdn.jsdelivr.net/npm/[email protected]/dist/d3.min.js " > </ script > < script > (() => { const root=document.getElementById('eg-share-loop'); The <script type="application/json"> element contains the full geometry needed to render both the running route and the map itself, using D3, which is loaded from an allow-listed CDN location described in this section of the visualize skill : External resources The CSP allows only cdnjs.cloudflare.com , esm.sh , cdn.jsdelivr.net , unpkg.com , fonts.googleapis.com , fonts.gstatic.com , and fonts.bunny.net . Other origins are blocked and fail silently. Tags: geospatial , ai , d3 , openai , generative-ai , chatgpt , llms , skills , gpt-6-astra

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The Verge AI / 4:23 PM

Anthropic CEO says it’s time to pump the brakes on AI

Anthropic CEO Dario Amodei says the time has come to slow down AI development and will give third-party evaluators like METR access to its models to help ensure its "adherence to safety practices and commitments." In a winding essay, Amodei proposed a three-step plan to "pace the frontier" - jargon that simply means to slow […]

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The Decoder / 9:27 AM

Two-year university study finds banning AI from classrooms leaves students worse off

A law professor spent two years testing how an AI ban, unguided AI use, and structured training affect student performance. The group without AI finished last both years. "I was wrong," the researcher writes, who had assumed that AI without guidance would do more harm than good. The article Two-year university study finds banning AI from classrooms leaves students worse off appeared first on The Decoder .

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The Information AI / 2:00 PM

Why Amazon and Microsoft Are Taking Communities’ Side Against Utilities

Amazon, Microsoft, Oracle and other AI data center developers are sweetening financial offers to municipalities and regulators to gain approval for new facilities. They’re also getting smarter about standing up for consumers against utilities that have proposed to make the public pay for some of the cost of handling new electricity loads. The tech giants still face years of local fights as activists ignore the money offered and ramp up their objections, but the companies are offering more tangible benefits instead of just refining their messages in information wars.

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GitHub Trending AI / 9:42 AM

thedotmack/claude-mem is trending in AI open source

thedotmack/claude-mem is a GitHub AI repository with 93,807 stars. Persistent Context Across Sessions for Every Agent – Captures everything your agent does during sessions, compresses it with AI, and injects relevant context back into future sessions. Works with Claude Code, OpenClaw, Codex, Gemini, Hermes, Copilot, OpenCode + More

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GitHub Trending AI / 6:41 AM

yamadashy/repomix is trending in AI open source

yamadashy/repomix is a GitHub AI repository with 28,326 stars. 📦 Repomix is a powerful tool that packs your entire repository into a single, AI-friendly file. Perfect for when you need to feed your codebase to Large Language Models (LLMs) or other AI tools like Claude, ChatGPT, DeepSeek, Perplexity, Gemini, Gemma, Llama, Grok, and more.

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Simon Willison LLMs / 12:42 AM

OpenAI agents attacked RubyGems back in May

OpenAI agents carried out an undisclosed attack on RubyGems is a new bombshell report from Spencer Kitts, Thomas Larsen, and Sydney Von Arx - three of the four authors of the report on the agent attack on disused wikis ( previously ) last week. This time they're noting that it looks very likely that an OpenAI agent swarm was behind an attack against the RubyGems package repository first reported on May 12th by Maciej Mensfeld of the RubyGems security team : We're dealing with a major malicious attack on @rubygems right now. Signups are paused for the time being. Hundreds of packages involved - mostly targeting us, but some carrying exploits. The team has been on this for hours. More details to follow once we're through it. Those packages turned out to carry some very suspicious patterns: Many of them included "oai" in their name, or the author field, or the fake email address they provided. The files they were accessing were similar in character to the files retrieved by the wiki agents, using similar tricks (r.jina.ai) - and OpenAI have confirmed the wiki agents were theirs. The code in the packages appeared to be LLM-authored. I find point 2 the most convincing, given what we learned from the wiki attack when it was analyzed in September. Many of the packages were exploiting the RubyDoc.info documentation build process to exfiltrate (public) data from UK government websites, presumably as part of an information gathering task similar to the research tasks processed by the wiki-exploiting agents. We know this because one agent helpfully left a comment: # malicious crawler/exfil for Southwark Jan 2026 docs via rubydoc.info worker They also attempted to steal API keys via an exploit that was patched over two months later - it's not clear if those attempts were successful. The thing that bothers me most about this incident is that the authors report that OpenAI had not disclosed to RubyGems that they were responsible for the attack prior to now. If that's true there are two options: After the Hugging Face and Wiki attacks OpenAI were still unable to review their previous logs and determine that they had previously attacked RubyGems. They knew about the attack on RubyGems and made the decision not to reach out to the RubyGems team about it. Both of these are bad! Given this incident, the Hugging Face situation , and the Wiki attack, the obvious question right now is how many more incidents like this are out there waiting to be discovered? Tags: ruby , security , ai , openai , generative-ai , llms , supply-chain , ai-ethics , accidental-cyberattacks

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