Meta's Cloud Gambit, EU Import Rules, and the PPO Debate
About this episode
Meta plans cloud business to monetize $135B data center spend, EU eliminates sub-€150 customs exemption triggering classification burden, Google DeepMind researcher and open-source developer clash over PPO critic value in LLM training
Chapters
Sources & Citations
Meta Is Planning a Cloud Business to Sell AI Computing Power — Bloomberg
www.bloomberg.com
Meta, like SpaceX, looks to turn excess AI compute into cash — TechCrunch
techcrunch.com
Meta pops 10% as company makes cloud push to sell excess AI compute power capacity — CNBC
www.cnbc.com
Meta plots AI cloud business to challenge Amazon, Microsoft and Google — Los Angeles Times
www.latimes.com
Digg
digg.com
Digg
digg.com
Guidance and legal text on temporary flat fee on low-value imports which will apply until 1 July 2028 - Taxation and Customs Union
taxation-customs.ec.europa.eu
EU €3 duty low-value e-commerce parcel imports 1st July 2026 - vatcalc.com
www.vatcalc.com
Google DeepMind's Pranav Shyam argues short-horizon PPO reduces to bandit problems (Digg)
digg.com
SPPO: Sequence-Level PPO for Long-Horizon Reasoning Tasks (arXiv / wispaper.ai summary)
arxiv.org
Beyond PPO — The New Wave of Policy Optimization Techniques for LLM Post-Training
ydnyshhh.github.io
Post-Training in 2026: GRPO, DAPO, RLVR & Beyond
llm-stats.com
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