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Hey there,

Some wild AI developments today.

Nous Research just dropped something that changes the game completely.

Samsung confirmed hardware everyone's been waiting for.

And OpenAI's making a massive power move in Asia.

Let's dive in.

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This startup just shocked everyone. Nous Research quietly released Hermes 4 on Monday with AI models that match top proprietary systems while giving users total control with minimal content restrictions. The 405-billion parameter model scored 96.3% on MATH-500 benchmarks in reasoning mode and crushed RefusalBench at 57.1% compared to GPT-4o's 17.67%. Here's what's wild: they built this with just 192 Nvidia B200 GPUs using novel training systems called DataForge and Atropos. The models use "hybrid reasoning" that shows you exactly how the AI thinks through problems step by step.

OpenAI's going big in India. The ChatGPT maker is looking for local partners to build a data center with at least 1-gigawatt capacity, potentially one of the largest in the country. This is part of their $500 billion Stargate infrastructure push backed by SoftBank and Oracle. CEO Sam Altman might announce details during his India visit this month. The facility would help keep user data within India while serving their second-largest market. OpenAI just registered as a legal entity in India and plans to open their first office in New Delhi later this year.

Samsung just ended all the speculation. During their latest earnings call, they confirmed both a tri-folding smartphone and an XR headset are coming before year-end, targeting October launch. The Galaxy Z TriFold will use two inward-folding hinges that fully protect the display when closed, unlike Huawei's exposed design. The XR headset, Project Moohan, will be the first device running Android XR with dual Micro OLED panels, 90Hz refresh rate, and built-in eye tracking. Samsung's also developing smart glasses to compete with Ray-Ban Meta. They're reportedly planning a September 29 Unpacked event to reveal everything.

Walmart's rolling out AI agents everywhere. Their new "super agents" include Marty for sellers, Sparky for shoppers, and systems that handle everything from payroll to merchandising. They're using digital twins of stores for spatial AI and machine learning to optimize delivery times. The retail giant's building purpose-built agentic AI tailored to retail tasks using their own data and LLMs. Their research shows 69% of shoppers say speed matters most when deciding where to shop. But here's the thing: 46% of people aren't ready to let AI handle their entire shopping trip yet.

Alibaba's killing it. Hong Kong shares jumped 19% Monday after their cloud computing unit posted 26% revenue growth, faster than previous quarters. AI-related product revenue maintained triple-digit growth for the eighth straight quarter. The company's developing a new AI chip while jumping into China's instant commerce market with hour-long deliveries on Taobao. Net income surged 78% ahead of forecasts. Investors see the cloud division as key to monetizing AI, similar to Microsoft and Google. The stock hit its highest level since March.

Drama in Silicon Valley. Elon Musk's xAI filed a lawsuit Thursday against former engineer Xuechen Li for allegedly stealing trade secrets related to Grok and taking them to OpenAI. The Stanford PhD allegedly downloaded confidential files after accepting OpenAI's offer and selling $7 million in xAI stock. xAI claims he admitted to theft during an August 14 meeting and tried covering his tracks by deleting browser history and renaming files. The stolen tech could supposedly save OpenAI billions in R&D costs. xAI wants monetary damages and a restraining order blocking Li from working at OpenAI.

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Stay tuned for more updates, and have a fantastic day!

Cheers,
Zephyr