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Hello readers,
Welcome to the AI For All newsletter! Today, we’re talking about AI forecasts that zoom to the scale of a football field, agentic AI in consumer electronics, NVIDIA, and more!
AI in Action: AI is narrowing it down to your street
On a clear, calm night, cold air drains off the ridges and pools in the valley below. That can leave the valley floor 10 to 15 degrees colder than the ridge above it, and most forecast models never see the difference because they average conditions across grid boxes 3 to 10 kilometers wide. On November 10, The Weather Company launched Proximity, an AI forecast that resolves temperature, dewpoint, wind, and precipitation type down to about 90 meters, roughly the size of a football field. It went live first on Weather Underground’s Wundermap for premium subscribers. The company’s new ski app, Peak Ready, and its Storm Radar app are next, and businesses can already get it through an API.
Covering the continental US in football-field-sized boxes would take roughly a billion of them, which is too many to run full physics equations on in real time. Proximity instead zooms in only where terrain or people demand it: mountains, coastlines, ski resorts, golf courses, and population centers. That shrinks the grid footprint by a factor of 25. The forecast is a hybrid. A conventional physics model supplies the upper atmosphere, and a statistical model trained on historical observations uses elevation, surface roughness, tree canopy and urban density to work out how the ground redirects wind and traps heat. Physics rules keep the output consistent, and meteorologists review it under what the company calls a Human-Over-The-Loop process.
The difference shows up where conditions split over short distances. During Southern California’s Santa Ana events, a regional model might call for 20 mph winds across a basin, while air squeezed through a canyon less than a kilometer wide accelerates past 50 mph and pushes wildfires toward neighborhoods. On a mountain pass, near-surface temperature decides whether a driver meets wet pavement or black ice. In the company’s own testing against surface stations in complex terrain, Proximity cut wind speed error by 27 percent and improved temperature and dewpoint accuracy by 29 percent compared with NOAA’s HRRR model, the company says. The current version gives a 48-hour outlook for the continental US and populated parts of Canada, and precipitation chance and amounts are due within three to six months.
🔥🔥 Rapid Heat Death of the Universe 🔥🔥
Everything you need to know about the NVIDIA scandal
11/12/2026: Jensen Huang resigns from NVIDIA
NVIDIA tanks as banks downgrade stock
11/9/2026: FBI opens investigation into Jensen Huang
Jensen isn’t the only culprit: “As recently as last week, Tim Teter, Nvidia’s general counsel, insisted inside the company that claims of an affair were inaccurate, according to people familiar with the situation.”
11/8/2026: NVIDIA opens investigation into CEO
Inciting reports: The New York Times and Financial Times
11/8/2026: Jensen Huang admits to affair with Chinese spy
Per The Wall Street Journal: “Alice Huang [the spy] went from journalism [Chinese state media] to finance, then met Nvidia’s CEO [in early 2024] as executive of Megaspeed, a provider of computing power.”
Per Bloomberg in 2025: “Singapore’s police force several months ago detained the woman who set up Megaspeed, Huang Le, people familiar with the matter said, meaning that she was brought in for questioning — and, one person added, restricted from leaving Singapore.”
The U.S. Department of Commerce (DOC) had been investigating Megaspeed for chip smuggling since late 2024 until NVIDIA’s General Counsel Tim Teter intervened: “Nvidia’s Tim Teter called Commerce Under Secretary Jeffrey Kessler, who oversees US chip export curbs, to ask about the Megaspeed investigation, according to people familiar with the matter. Specifically, Teter wanted to know whether Kessler’s Bureau of Industry and Security was involved in the Singapore government’s recent detention of Alice Huang, a Megaspeed executive. […] It’s unclear whether Teter made any specific requests of Kessler related to his agency’s investigation into Megaspeed, which was separate from Singapore’s. But in the weeks that followed, BIS staff were muzzled in their ability to look into the company.” The investigation would then be transferred to the Justice Department.
Alice Huang’s goal was to persuade Jensen Huang to influence U.S. foreign policy regarding chip export restrictions: “Jensen Huang has long argued that the U.S. should loosen the rules that restrict sales of its chips to China.” Alice Huang would also use Jensen to smuggle restricted GPUs into China (at least $7.5 billion dollars worth)
Alice Huang boasted in pitches to investors about having access to NVIDIA GPUs and her connection to Alibaba (Megaspeed’s largest client)
Jensen Huang reportedly had affairs with two employees: Kimberly Powell, NVIDIA’s Vice President of Healthcare, and an unnamed woman
Jensen hired a PR firm in 2025 known for handling public scandals
10/29/2026: Alice Huang spy probe is uncovered
Following the report, Jensen Huang denied anything abnormal
“A Chinese businesswoman who had a close relationship with Jensen Huang was found to be passing intelligence to Beijing. President Trump was briefed [a year ago] and took no action.”
Trump was “wary of disrupting Nvidia’s chip sales, which are helping to drive the economy and the stock market.”
This story was featured in our newsletter here
5/13/2026: Culper Research shorts NVIDIA over GPU diversion to China
“Nvidia claims that its business in China went to ‘zero’ after April 2025 U.S. trade restrictions. We believe that in reality, over 20% of Nvidia’s FY 2026 compute revenues [$43.18B] remained driven by China.”
“Nvidia CEO Jensen Huang has not only vouched for Megaspeed, but seems to have quite literally walked alongside Megaspeed at every step, while maintaining an uncomfortably close relationship with Megaspeed’s Alice Huang, a Chinese national.”
“Per one current Megaspeed employee, Jensen visits Megaspeed-linked data centers ‘every few months’ and ‘every single time’ he visits, he is accompanied by representatives from Alibaba.”
This report was featured in our newsletter here
3/19/2026: Supermicro cofounder indicted by DoJ for diverting GPUs
From Culper Research’s report: “In March 2026, the DoJ indicted three individuals tied to Supermicro Computer (SMCI), including cofounder Wally Liaw, for allegedly smuggling $2.5 billion of Nvidia-powered servers into China via a Southeast Asian pass-through entity identified only as ‘Company-1.’ Days ago, Bloomberg reported that ‘Company-1’ is OBON Corp. (‘OBON’ i.e., ‘One Belt One Network’), a conclusion we agree with. We think there’s far more to the story, however.”
“We believe OBON is affiliated with Megaspeed, and that, in the words of one former high-level Nvidia employee we spoke with, ‘Megaspeed is just the tip of the iceberg.’ The March 2026 indictment alleged $2.5 billion in smuggling via a single corridor (Supermicro to OBON) — our research suggests this corridor is just one of many in what is a complex and far-flung operation involving multiple additional Nvidia OEMs, partners, and intermediaries.”
This story was featured in our newsletter here
12/22/2025: Bloomberg uncovers Megaspeed’s many China ties
“What is clear is that the holding company Huang Le [Alice Huang] founded, which under her stewardship took a stake in Shanghai Hexi, has multiple additional connections to the Yangtze River Delta Project whose rendering is in Megaspeed’s slide deck.”
This story was featured in our newsletter here
“We need a systematic destruction of Jensen Huang's credibility, so he can never again speak on matters of national security.”
NVIDIA’s disappearing Singapore sales raise more Megaspeed questions
“As recently as the summer of last year, Singapore was officially one of Nvidia’s biggest markets, generating 22% of the chip maker’s revenue. Then, practically overnight, it disappeared from the company’s financial disclosures. […] The timeline indicates that Nvidia altered its methodology for reporting the geographic breakdown of its revenue […] It began reporting geographic revenue ‘based upon the location of the customers’ headquarters,’ rather than ‘customer billing location’ as it previously had done.” Translation: NVIDIA could now obscure the true destinations of their GPUs. NVIDIA could sell GPUs to a company with a billing address in America or Taiwan, but send the GPUs to Singapore or China.
Commerce Secretary under scrutiny for protecting Megaspeed
China’s Moonshot AI uses NVIDIA’s top AI chips inside Supermicro servers
How could this have happened? Such a mystery.
Commentary: A new vibe shift is coming for AI
SoftBank posts $7 billion loss as AI trade falters
Banks and investors grow wary of AI debt amid market selloff
Calpers board member says AI now poses a stranded asset risk
Microsoft winds down Oracle deal to rent AI cloud capacity
Judge rules Anthropic must face lawsuit over Claude subscription marketing
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📖 What We’re Reading
The dominant narrative around artificial intelligence (AI) in consumer electronics has, for some time, focused on features. Smarter noise cancellation, on-device transcription, image upscaling, enhancements to voice assistants — although these are real improvements, they are reactive. The device waits for a trigger, processes it, and returns a result. Agentic AI breaks that loop.
