Inflection's Fall, GPT-5's Rise, Apple's AI Anxiety and Nvidia's Reign - Shifting Alliances in the World of AI

In this episode of AI Unpacked, hosts James Cogan and Malcolm Peralty delve into a whirlwind week of AI news, exploring the triumphs, challenges, and shifting alliances that are shaping the future of artificial intelligence. From the surprising implosion of Inflection AI and Microsoft's subsequent talent acquisition, to the tantalizing hints of GPT-5's potential and the stalling of consumer chatbots, the discussion covers a wide range of topics that showcase the rapid pace of change in the AI landscape. The hosts also examine Nvidia's continued dominance in the realm of AI compute, the global race for semiconductor supremacy, and the geopolitical implications of AI development.

Throughout the conversation, James and Malcolm grapple with the implications of these developments, exploring the potential impact on industries, economies, and society as a whole. They also delve into the strategic moves of key players like Apple, which is rumoured to be partnering with Google on AI initiatives, and Intel, which is investing heavily in USA chip manufacturing to keep pace with the demands of AI. Whether you're a tech enthusiast, a business leader, or simply someone curious about the future, this episode offers a glimpse into the cutting-edge developments that are shaping our world.