Welcome to AI Unraveled (December 22, 2025): Your daily strategic briefing on the business impact of artificial intelligence.

Listen at https://rss.com/podcasts/djamgatech/2405649/

On today's episode of AI Unraveled, we break down the paradox at OpenAI: Compute margins have hit a massive 70%, yet Sam Altman has declared a "code red." We explore the financial reality behind the $61 billion data center flatline in 2025 and why the US government is launching the Genesis Mission—a "Manhattan Project" for AI involving 24 tech giants.

Plus, Nvidia navigates export controls to ship 80,000 H200 chips to China, Uber and Lyft bring Baidu's robotaxis to London, and we look at NitroGen—the new agent that learned to act by watching 40,000 hours of video games. Finally, a look at why Google’s tiny FunctionGemma might matter more than its massive models.

Key Topics:

📈 OpenAI doubles compute margins to nearly 70%

📦 Nvidia to ship H200 chips to China by mid-February

🚕 Uber and Lyft to test Baidu robotaxis in 2026

Altman on OpenAI's IPO, jobs, AGI and GPT-6

Data center dollars don't match the hype

AI firms line up for US govt's 'Genesis Mission'

NitroGen Quietly Reframes Games as Training Grounds

The AI Shop Improved When Humans Finally Behaved

Google Shrinks Control Models and Pushes Them to the Edge

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