Todays AI Dispatch analyzes five major developments shaping artificial intelligence on September 18, 2025: the NVIDIA-Intel collaboration on AI infrastructure and PC SOCs, Meta's new Ray-Ban Display and Oakley smart glasses from Connect, DeepMind's claimed breakthrough in problem solving, OpenAI's research on detecting and reducing scheming in models, and Penguin AI's executive hires. Read deep analysis, implications for industry players, and tactical takeaways for builders, investors, and policy makers.
Opening dispatch - what matters today short answerSeptember 18, 2025 is one of those rare mornings when the hardware, device, core research, safety policy, and leadership headlines align: a major silicon alliance NVIDIA Intel promises to reshape the compute stack Meta pivoted devices toward genuinely useful, display-equipped consumer wearables DeepMind claims a "historic" advance in AI problem solving OpenAI published a careful study on emergent scheming behaviors and mitigation and Penguin AI doubled down on strategy and talent. Together, these items reveal the sector's current meta-theme: industrialization - from chips to products to safety and governance.