Welcome to AI Unraveled (December 10, 2025): Your daily strategic briefing on the business impact of AI.

1. Microsoft AI turns tissue samples into cancer maps 🔬 Microsoft has open-sourced GigaTIME, an AI model that transforms basic $10 tissue slides into thousands of dollars' worth of tumor insights. Trained on 40M cell samples from Providence Health, the model creates detailed "virtual population" analyses across 24 cancer types, democratizing access to life-saving diagnostics.

2. Mistral’s Devstral 2 and new coding assistant 🚀 French AI startup Mistral launched Devstral 2, a coding powerhouse that rivals top open models while being 5x smaller. Alongside it, they released Vibe CLI, a terminal-native autonomous coding agent. The "Small 2" variant brings high-performance coding to local devices, though the larger model comes with a new license restricting large corporate use.

3. The Agentic Alliance: OpenAI, Anthropic, & Block Team Up 🤝 Major players have co-founded the Agentic AI Foundation (AAIF) under the Linux Foundation to set open standards for AI agents.

• Donations: Anthropic gave its Model Context Protocol, OpenAI contributed AGENTS.md, and Block donated the Goose framework.
• Goal: To prevent walled gardens and ensure AI agents can talk to each other across platforms.

4. The US Military’s "GenAI.mil" Platform 🇺🇸 The Department of War (formerly DoD) launched a custom, secure AI platform powered initially by Google Gemini. Designed for unclassified tasks like deep research and document formatting, this signals a massive shift toward operationalizing AI in defense, aligning with President Trump’s AI action plan.

5. Starcloud Trains "First AI in Space" 🛰️ Starcloud successfully trained a model and ran inference on an Nvidia H100 aboard an orbiting satellite. Powered by solar energy and cooled by the vacuum of space, this proof-of-concept suggests "orbital server farms" could be a future solution for the energy-hungry AI industry.

6. Nvidia’s "Taxed" H200 Chips to China 🇨🇳 President Trump approved the sale of Nvidia's second-best H200 chips to China, but with a 25% US government cut. The chips will reportedly be shipped to the US first for security reviews to bypass constitutional bans on export taxes.

Keywords: Microsoft GigaTIME, Mistral Devstral 2, Agentic AI Foundation, Linux Foundation, GenAI.mil, Google Gemini Defense, Starcloud Orbital Compute, Nvidia H200 China Tax, Wells Fargo AI Layoffs, DeepSeek Banned Chips, Pay-to-Scrape, Etienne Noumen, Corporate Podcasting

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