GPUs are the new oil and everyone wants it

Today we are going to see how OpenAI is shifting away from screens and toward sound. The company is working on audio-first hardware designed to make AI feel more like a companion than a tool. We are also seeing AI’s hunger for computing power is pushing GPU prices sky-high. Gamers are now competing with AI labs for the same hardware and they’re losing.

In today’s post:

• AI is winning the GPU war and gamers are paying for it

• OpenAI’s next big bet? Killing the screen

• Kunlunxin just made its move. Here’s why it matters

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RESEARCH

Why your next GPU might cost more

AI workloads are driving record demand for Nvidia and AMD GPUs. Gamers? They’re left scrambling in a market that’s no longer built for them.

Here’s everything you need to know:

• AI training and inference need massive GPU power and they’re getting it.

• Nvidia and AMD now prioritize enterprise and data center buyers over consumers.

• Gaming GPUs remain expensive, with entry-level cards priced like mid-range gear.

• Supply chain limits and high chip fabrication costs are fueling the crunch.

• PC builders say GPUs now dominate the cost of building a system.

• Nvidia’s revenue is increasingly tied to AI not gaming altering incentives.

• AMD, though a cheaper option, faces the same structural pressures.

The GPU market was built on gamers but it’s now run by AI labs. Unless production scales or AI demand dips (neither likely soon), we may need to accept that affordable GPUs are a thing of the past. Gamers aren’t losing a product. They’re losing the market.

UPGRADE

Audio isn’t just a feature, it’s the future

OpenAI is quietly shifting its focus toward audio-first devices. The goal? Replace screen time with sound and reshape how we interact with tech.

Here’s everything you need to know:

• OpenAI is merging teams to overhaul its audio models from the ground up.

• A personal audio device is expected to launch in 2027 possibly glasses or a smart speaker.

• The new models will handle interruptions and overlap speech like real conversations.

• Ex-Apple design chief Jony Ive is leading hardware design with an anti-screen vision.

• Startups and giants alike are betting on ambient audio interfaces from smart rings to voice-first glasses.

• Meta, Tesla, and Google are already embedding audio AI into homes, cars, and wearables.

• The shift marks a broader industry move: less tapping, more talking.

We’ve reached the peak of screen saturation. OpenAI’s audio push isn’t about novelty, it’s a design correction. If voice becomes the next default interface, the tech we carry might finally start to feel more human.

PROFITS

Baidu’s $3B AI chip arm quietly preps for IPO

Baidu’s AI chip unit, Kunlunxin, has confidentially filed for a Hong Kong IPO. The spin-off comes as China races to reduce its reliance on U.S. semiconductors.

Here’s everything you need to know:

• Kunlunxin is valued at $3 billion after a recent fundraising round.

• The IPO could mark one of Hong Kong’s biggest tech listings in 2026.

• Founded in 2012, Kunlunxin began as Baidu’s in-house AI chip team.

• It now operates independently, though Baidu retains majority control.

• The company primarily supplies Baidu, but external sales are growing.

• The move follows a wave of Chinese chip firms going public.

• China sees domestic chips as critical amid rising U.S. export limits.

This isn’t just a funding play, it’s a strategic shift. Baidu spinning off Kunlunxin signals both confidence in the chip unit and urgency to scale independently. The bigger picture? China’s semiconductor race is shifting from rhetoric to real capital moves.

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