In partnership with
Dear Readers,
What if this AI boom isn’t a bubble at all, but the moment the world quietly accepts that intelligence has become critical infrastructure? In today’s issue, you’ll see that tension everywhere: HSBC is modeling OpenAI as a capital-hungry power utility with a $207B gap to fill, HP is cutting thousands of jobs as it leans harder into AI, and China is methodically forcing its tech giants to abandon Nvidia for a homegrown stack. Add in ChatGPT racing toward Spotify-scale subscriptions and Google’s full-stack Gemini strategy, and the picture becomes simple: the bets are all-in, and the bill will be paid in compute, geopolitics, and people’s daily work.
At the same time, the frontier isn’t just in data centers - it’s inside our cells. We look at how a fat-derived hormone can turn a 30-minute workout into an antidepressant intervention, how “mitochondrial biofactories” might recharge aging tissues, and how cleaning up lysosomes can literally de-age blood stem cells. Together with a new benchmark probing the political leanings of major models, a graph of where LLMs sit ideologically, and your daily prompt, video, and quote, this issue asks one question: if we’re rebuilding both our computing stack and our biology, what kind of future do we actually want to live in? Dive in and decide which side of that future you want to build.
In Today’s Issue:
⚔️ China forces tech giants off Nvidia chips to build a self-reliant AI ecosystem
🧠 Scientists reverse aging in blood stem cells
💪 A fat-derived hormone is identified as the driver behind exercise's immediate antidepressant effects
🔋 Bioengineers create "mitochondrial biofactories"
✨ And more AI goodness…
All the best,
HSBC Sees OpenAI's $207B Gap
HSBC models OpenAI as an insanely capital-intensive “compute utility” that rents up to 36 GW of cloud power from Microsoft and Amazon, with data-center commitments approaching $1.8T over time. Even under very bullish assumptions regarding user growth (3B users by 2030), subscriptions, and ad revenue, OpenAI still faces a funding hole of roughly $207B to cover its AI build-out. The bottom line: HSBC remains ultra-bullish on AI overall, arguing that a few extra basis points of global productivity growth could easily justify today’s “unreasonable” capex.
ChatGPT Races Toward Spotify-Sized Subs
OpenAI is turning ChatGPT into one of the biggest subscription businesses on the planet, using a Zoom/Slack-style "land-and-expand" playbook: hook hundreds of millions on the free tier, then upsell teams and enterprises. The company projects hundreds of millions of paying users and nearly $200B in annual revenue by 2030 as ChatGPT evolves from a “fun side tool” into a full-blown productivity and workplace platform competing with Office 365 and Google Workspace.
HP to Cut Up to 10% of Workforce as Part of AI Push
Here we go again: it’s not stopping, it’s accelerating. HP plans to cut up to 10% of its workforce as it invests further in artificial intelligence, a move its chief executive sees as essential to maintaining its competitive edge. The computer and printer maker estimates about 4,000 to 6,000 employees will be affected by the end of fiscal 2028. It employed about 58,000 people as of its latest annual filing.
Sundar Pichai: Gemini 3, Vibe Coding and Google's Full Stack Strategy
The Thinking Game on YouTube DeepMind
The Takeaway
👉 China is deliberately pushing its tech giants off Nvidia GPUs to force adoption of domestic chips and build a self-reliant AI stack.
👉 A fragmented, open-weight ecosystem is emerging in China, with mixed-chip clusters and models like Qwen and DeepSeek optimized for local hardware.
👉 Globally, this sets up a long-term showdown between two incompatible AI ecosystems, forcing countries and enterprises to choose between U.S.- and China-centric stacks.
Beijing just flipped the script on the global AI race: China isn’t just scrambling for Nvidia GPUs anymore; it’s actively weaning its own tech giants off them. Regulators have blocked ByteDance from using Nvidia chips in new data centers and ordered state-funded projects to rely on domestic AI processors instead, turning years of quiet hoarding into a pile of stranded silicon. At the same time, Washington is weighing whether to let Nvidia sell more powerful H200 chips into China, adding another twist to an already weaponized supply chain.
Out of this pressure cooker, a distinctly Chinese AI stack is emerging. Local players like Huawei and Cambricon are filling inference workloads, while cloud giants rebuild around mixed clusters of homegrown and legacy Nvidia chips. On top sit open-weight models such as Qwen and DeepSeek, tuned to run on cheaper domestic hardware and certified by government labs. Abroad, China is already testing export packages: hardware, models, and financing bundled together - though Malaysia’s rapid backtracking on a Huawei Ascend rollout shows how hard it is for countries to sit between two tech superpowers. For builders and investors, the message is clear: the age of a single, Nvidia-centric ecosystem is ending.
Why it matters: This is the clearest sign yet that AI is fragmenting into competing geopolitical stacks, with countries forced to choose not just chips, but alliances. For anyone betting on AI infrastructure - startups, hyperscalers, or sovereign clouds - resilience now means designing for a world where “multi-vendor” also means “multi-bloc.”
Sources:
🔗 https://www.theinformation.com/articles/china-slowly-surely-breaking-free-nvidia?offer=bfcm-2025-699-2yr-ab%2Cbfcm-2025-299-ab%2Cbfcm-2025-yp-225-ab&utm_campaign
The AI Insights Every Decision Maker Needs
You control budgets, manage pipelines, and make decisions, but you still have trouble keeping up with everything going on in AI. If that sounds like you, don’t worry, you’re not alone – and The Deep View is here to help.
This free, 5-minute-long daily newsletter covers everything you need to know about AI. The biggest developments, the most pressing issues, and how companies from Google and Meta to the hottest startups are using it to reshape their businesses… it’s all broken down for you each and every morning into easy-to-digest snippets.
If you want to up your AI knowledge and stay on the forefront of the industry, you can subscribe to The Deep View right here (it’s free!).
Scientists identify a fat-derived hormone that drives the mood benefits of exercise
A single 30-minute session of physical activity can produce immediate antidepressant effects in both humans and mice, driven by a hormone released by fat cells that alters brain plasticity to improve mood. Physical exercise may be effective in preventing the development of depression.
Recharging the powerhouse of the cell
Texas A&M bioengineers have built “mitochondrial biofactories”: stem cells loaded with molybdenum disulfide nanoflowers that double their mitochondria output and transfer 2–4x more of these “spare batteries” into aging or chemotherapy-damaged cells. The recipient cells regain energy and resist cell death, potentially reversing aspects of tissue aging. This opens a path to monthly, minimally invasive treatments for heart disease, neurodegeneration, and muscle disorders.
Scientists reverse aging in blood stem cells by targeting lysosomal dysfunction
Researchers at Mount Sinai have shown they can “de-age” mouse blood stem cells by fixing their internal recycling system, the lysosomes. By inhibiting lysosomal hyperactivation, aged hematopoietic stem cells regained youthful metabolism, reduced inflammation, and restored blood-forming capacity by more than eightfold. This could improve stem cell transplants and lower age-related blood cancer risk. The work positions lysosomal cleanup as a powerful longevity lever for the immune system.
84% Deploy Gen AI Use Cases in Under Six Months – Real-Time Web Access Makes the Difference
Outdated or blocked web data means more time fixing, less time building. Bright Data delivers real-time data to your AI agents so you can scale, improve reliability, and drive growth.
