Editorial companion

What stands out

Bloomberg's Ed Ludlow led with an unusual coalition: Big Tech CEOs signing an open letter saying open-weight models in artificial intelligence (AI) are the safer route for innovation, competition and security. Intel used the stage to flag an AI-driven pickup in its data-center business and stronger sales ahead, while Cerebras and AMD announced a partnership explicitly aimed at challenging Nvidia's performance lead. The clip neatly compresses where the industry is headed, a debate over openness that will reshuffle who supplies the compute and who captures the profit.