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Race to AGI Daily Digest - Tuesday, December 16, 2025
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TLDR
NVIDIA’s Nemotron 3 and SchedMD deal push it from GPU vendor to full-stack model platform.
Runware’s $50M round shows enterprises want one control point over many competing AI models.
CrowdStrike is turning AI misuse concerns into prompt-layer security products for real deployments.
Disney’s exclusive Sora licensing with OpenAI links generative video to tight IP and character control.
Privacy blowups like AI chat logs being sold are the dark mirror of hyper-personal targeting and digital twins.
The Full Story
Building on yesterday’s picture of 16x model usage colliding with skittish investors, today’s action shifts to who actually owns the AI stack.
On the tech front, NVIDIA is making a loud move. It grabbed cluster-scheduling specialist SchedMD and rolled out Nemotron 3, a family of open models tuned for enterprise work full story ->. So instead of just selling GPUs, NVIDIA -> is now bundling the chips, the cluster brain, and the models themselves. In a week where Broadcom and ARM stocks are sliding again, this is NVIDIA’s answer to the “show us real AI value” question.
Right above that layer, Runware raised $50M to build a single API that can talk to all the major models funding details ->. If yesterday was about exploding usage, today is about routing that usage: which model runs your prompt, who sees your data, and how easy it is to swap providers. That ties neatly into the “Enterprise AI Ecosystems” trend we’re tracking, where big firms want stable stacks, not a zoo of one-off pilots track that narrative ->.
Our active safety storyline also levels up. CrowdStrike launched Falcon AI Detection and Response aimed straight at the prompt layer see the launch ->. Yesterday we had militant groups probing AI; today a top security vendor is productizing defenses. That sits in sharp contrast to the HN story about browser extensions quietly selling 8M users’ AI chats. So yes, safety is moving from theory to tools, but the data-mining side is moving just as fast.
And the behavioral-twin theme? Disney and OpenAI -> just locked in exclusive Sora character licensing more on the deal ->. Yesterday it was a Japanese patent for a psychological digital twin. Today it’s Hollywood-grade avatars on a single model stack. Add in Tata’s AI City plan in Lucknow, and you can see where this is going: massive hubs where these models, characters, and user traces all meet.
So the week’s story is getting clearer: real usage is here, investors are pushing back, and the model war is shifting from raw capability to who controls the prompt layer, data flows, and the digital doubles that sit on top.
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