📋 Quick Takeaways

• Israel joins US-led “Pax Silica” initiative, partnering with seven other nations to secure global AI and semiconductor supply chains.
• SpaceX targets a massive $1.5 trillion valuation for its potential 2026 IPO, driven by Starlink and Starship progress.
• Meta considers paywalling its next flagship AI model, code-named “Avocado,” marking a potential departure from its open-source strategy.
• OpenAI’s GPT-5.2 overtakes competitors on the new “GDPval” economic benchmark, though with higher operational costs.
• Nvidia weighs increasing H200 chip output to meet unyielding demand, despite supply chain constraints.
• Oklo Inc. launches $1.5 billion equity offering to fund nuclear power infrastructure for energy-hungry AI data centers.
• Blue Origin developing orbital AI data centers, signaling a new infrastructure race in space against SpaceX.
• Privacy watchdogs warn of AI-powered smart toys collecting sensitive child data during the holiday season.

🌍 Geopolitics & AI Supply Chain

Israel Joins US-Led ‘Pax Silica’ Initiative for Secure AI Future

Strategic Alliance: On December 13, Israel officially joined the “Pax Silica” initiative, a US-led strategic partnership aimed at securing the global supply chain for artificial intelligence and semiconductors.