Industry Experts run down all the AI news for Infrastructure Engineers. Adam Jacob, Paul Stack, and Nick Stinemates are joined by amazing infrastructure engineer Jason Powell.

In this episode:

* Semianalysis says OpenAI's Jalapeno chip is industry leading

* DuckLabs joins AWS, DuckDB remains in an open foundation

* Z.ai launches GLM-5.3-Flash in stealth as Ox Alpha

* Nvidia buys Hugging Face for $12.9 billion dollars

* Bill Gates writes about the turbulent AI era

* Paul moves our CI into the agent loop

* Gary Marcus writes about Anthropic's $30 Trillion TAM

* SourceHut bans code written by AI

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