Welcome back! This group of AI stories is all about authority, forecasting and polish. A major tech company buys something and there are issues about what counts as an export. A billion-dollar lab turns chips into its main story, a medical model finds long shadows in just one night of sleep, and a video engine promises studio gloss from a line of text. It's all about how intelligence is becoming like any other important piece of infrastructure that you move, control, invest in and build.

In today’s Generative AI Newsletter:

  • Meta deal for Manus triggers China review.

  • xAI raises $20B to buy AI compute.

  • Stanford model uses one-night sleep to predict disease.

  • LTX-2 turns short prompts into 4K video clips.

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