A prospective $100 billion compute pact centered on NVIDIA systems underscores accelerating consolidation of AI infrastructure, while U.S. agency approval of Llama signals a broader, price-sensitive government vendor slate. At the same time, a proposed $100,000 Hâ1B fee, tougher data licensing negotiations, and user backlash to brittle AI support reveal mounting pressure on costs, talent access, and public trust.
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