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Race to AGI Daily Digest - Sunday, December 14, 2025
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TLDR
Oracle disputes OpenAI DC delay worries
AVGO -11.4% as AI infra trade reprices
US–Korea talks eye AI export program
China doubles down on AI benchmarks
Sutskever stirs long-term ‘AI gap’ debate
The Full Story
Global AI today looked less like a speculative land-grab and more like a capital-allocated industry.
The clearest signal came from Oracle-centric coverage of rumoured OpenAI data-centre delays and the broader OpenAI–Google rivalry, which framed a market suddenly questioning the payback period on hyperscale AI infrastructure. Read our Oracle–OpenAI–Google coverage → Oracle itself slid roughly 4–5% in the latest session, alongside key chip suppliers: Broadcom fell about 11%, while AMD, Intel, and TSMC each gave up around 4–5%. This is exactly the pattern our Investors Demand Discipline in AI Spending narrative has been flagging. Track that narrative → View Oracle profile →
Governments, however, are moving in the opposite direction: doubling down. Shinsegae vice chair Chung Yong-jin met US vice president J. D. Vance and White House officials to explore cooperation on an AI export program involving US platforms such as Palantir and Google, underscoring how Washington and Korean corporates are trying to align commercial AI with strategic trade policy. Full readout on the White House–Shinsegae meeting →
China offered a parallel picture of state-led acceleration. The 6th National AI Competition forum highlighted model competitions and new safety benchmarks from players including Huawei and iFlytek, while Guangdong’s 2025 AI and robotics whitepaper locked in ¥24.6B across 14 projects, cementing the Pearl River Delta as a long-term capacity hub. Dive into China’s AI competition forum → Explore all AI companies we track →
On the ground, developers kept pushing for more usable tools rather than only bigger models. Cursor’s new Visual Editor extends its agentic, vibe-based coding assistant into UI design, signalling another step toward end-to-end software co-pilots rather than isolated code generators. View Cursor profile →
Social chatter was muted but pointed: a thread on Ilya Sutskever’s puzzlement at the gap between current AI systems and more general intelligence revived long-horizon questions even as investors focus on near-term cash flows. Join the Sutskever discussion →
Net result: capital markets are forcing a sharper distinction between AI infrastructure that merely burns capital and ecosystems – public and private, in the US and China – that can credibly translate that spend into durable capability.
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