AI Newsletter - 2025-11-24

🌡️ AI TEMP CHECK

Namaste, Promptobello fam! 🙏
Mr. Mushroom is currently hiding his Nvidia H200s under his mattress because apparently, the President is now personally inspecting them. 🇺🇸🕵️‍♂️
It’s a wild Monday. Trump is deciding the fate of Nvidia’s China sales, a 91-year-old woman just stared down a $100B chip factory (and won a deal), and a new AI architecture claims it can make Transformers look like dial-up internet.
The Vibe: Geopolitics is eating the supply chain. If you aren't building "Sovereign AI" or "Domestic Chips," you are asking for permission.

📊 MARKET PULSE

Geopolitical tensions are intensifying around AI hardware access, with presidential-level decisions on chip exports to China highlighting the national security dimension. Simultaneously, architectural innovation (Pulse-Field Core) signals potential disruption to the transformer-dominated landscape, while domestic chip production is receiving premium market valuations over China-dependent strategies.

INNOVATION

breakthrough

COMMERCIAL

aggressive

REGULATION

KEY THEMES

geopolitical control architectural innovation domestic production executive authority infrastructure expansion

📈 Momentum: volatile

🎯 Confidence: medium

🔮 7-DAY OUTLOOK

Expect major volatility in semiconductor stocks as we wait for Trump's H200 verdict. Also, watch for a flood of "Post-Transformer" research papers now that Pulse-Field has broken the seal on O(N) scaling.

TRUMP PLAYS CHIPMAKER-IN-CHIEF

Imagine having a $3 Trillion business and needing to ask the President if you can sell your product. That's Nvidia's reality today. The News: Commerce Secretary Howard Lutnick dropped a bombshell on Bloomberg Surveillance this morning: President Trump himself will decide whether Nvidia can sell its H200 AI chips to China. The Stakes: For Nvidia: The H200 was designed specifically to comply with previous export rules. If Trump blocks it, they lose access to their largest market. For China: A ban would severely cripple their ability to train next-gen models (like DeepSeek V4). For You: This confirms that AI is National Security. The days of "permissionless innovation" in hardware are officially over.

Mr. Mushroom's Take: 🍄 "Jensen Huang might need to start playing golf at Mar-a-Lago if he wants to hit his Q4 targets."

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⚡ QUICK BITES

•

👵 The 91-Year-Old vs. The Megafab: Azalia King, the 91-year-old woman standing in the way of Micron's $100B factory in NY, reached a settlement deal on Friday. She faced eminent domain threats but held the line until she got her terms. The factory can now proceed.

•

📉 EU Blinks: The EU is officially softening. The new "Digital Omnibus" proposal confirms Europe will delay high-risk AI rules under the AI Act, bowing to pressure from the US and fears of an innovation exodus.

•

🧠 Brain Drain: OpenAI just lost Andrea Vallone, the head of the safety team responsible for ChatGPT's mental health responses. She is set to leave at the end of the year.

•

🚀 DAPS++ Dropped: Researchers released DAPS++ (arXiv:2511.17038), a new diffusion method that "decouples" the inference process, making image restoration significantly more efficient. (Designers: faster generation is coming).

🔌 API WATCH

IS "PULSE-FIELD" THE TRANSFORMER KILLER?

A new GitHub repo is trending this morning, and it's making bold claims.
The Tech: Pulse-Field Core (Repo: makimilan/pulse-field-core)
The Claim: It uses an O(N) architecture (instead of the Transformer's quadratic O(N²)) and runs 12x faster at similar quality levels.
Why it matters: The "Quadratic Bottleneck" (where doubling the context window quadruples the compute cost) is the biggest wall in AI right now. If Pulse-Field actually solves this with linear scaling, we could see dramatically cheaper inference.
Status: Experimental. Worth noting: the creator says it was built collaboratively with multiple AI models, so treat the benchmarks with appropriate skepticism until independently verified.
Action: Clone the repo. Run the benchmarks yourself. But don't delete your Llama weights just yet.

💰 FOLLOW THE MONEY

THE $100B CHIP WAR & NUCLEAR AI

1. The Chip Divergence: The market is picking winners based on geography. Nvidia: Faces uncertainty as markets digest the H200 China decision. Trump's verdict could swing the stock in either direction. Micron: Rallying after clearing the final hurdle for its $100B NY megafab. The 91-year-old holdout story is resolved, and the factory can proceed. The Lesson: "Made in America" is the ultimate hedge against geopolitical risk.
2. Nuclear Gets Paid: X-Energy raised $700M today in a round led by Jane Street (with Amazon as a key backer). The Tech: Small Modular Reactors (SMRs). Why It Matters: This is the energy source that will power the data centers of 2030. AI's appetite for electricity is creating a nuclear renaissance.

🛠️ TOOL SPOTLIGHT

FOLO (RSS READER)

Trending: This Week (36k Stars?!) What is it? An open-source, AI-powered RSS reader. The Problem: You subscribe to 100 feeds -> You get 1,000 unread items -> You give up. The Fix: Folo uses AI to summarize your timeline into a "Daily Digest" and auto-tags articles based on your interests. Verdict: It’s like Mailbrew met Feedly, but free and local.

💼 SUCCESS STORY

X-Energy

X-Energy just secured a massive $700M funding round led by Jane Street Group (with Amazon.com backing) to commercialize their small nuclear reactor tech. This morning's announcement marks one of the largest clean energy investments of the quarter, with AI playing a crucial role in their reactor design optimization and safety systems. The company's digital twin simulations run on specialized AI models that predict material degradation and optimize energy output – proving AI isn't just for chatbots and image generators.

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📊 BY THE NUMBERS

12x faster

The speed claim of the new Pulse-Field architecture vs. Transformers. 🏎️

$700 million

The amount X-Energy raised to build nuclear reactors for AI. ⚛️

91 years old

The age of the woman who held up a $100B chip factory (until today). 👵

1

The number of people deciding Nvidia's future in China (Donald Trump). 🇺🇸

⚠️ IMPORTANT DISCLAIMER: The information provided in this newsletter, including the "Follow the Money" and "API Watch" sections, is for educational and informational purposes only. It does not constitute financial advice, investment advice, trading advice, or any other sort of advice. You should not treat any of the newsletter's content as such. Promptobello does not recommend that any cryptocurrency, security, or investment should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions. Past performance is not indicative of future results.

🧠 THE AI EDGE