MLWhiz Weekly AI/ML Newsletter # 3

Here is what happened this week.

🏆 Story of the Week: The AI Stack Fragments — From Silicon to Society

This was the week the AI industry’s single-vendor era officially ended. Not in one dramatic announcement, but through a cascade of moves at every layer of the stack that collectively redrew the competitive map.

Start at the bottom: Intel surged 4.2% on Monday after confirming its participation in Elon Musk’s Terafab project — the first serious attempt at a domestic US AI chip fab. The same day, reports confirmed that DeepSeek is building V4 entirely on Huawei Ascend 950PR chips, fully decoupling from Nvidia. And Broadcom jumped 6.1% on expanded TPU deals with both Google and Anthropic. In a single session, the market priced in four distinct AI chip supply chains: Nvidia/TSMC (incumbent), Google/Broadcom TPUs, Intel/Terafab (domestic US), and Huawei/Ascend (China). The telling number: Nvidia fell 1.6% while the rest of the AI chip ecosystem rallied. SEMI data confirmed the investment cycle is real — global chip equipm…