Tue. 07/15 – Nvidia Back In Business In China?

Tue. 07/15 – Nvidia Back In Business In China?

Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next? Links: Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg) Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg) Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg) Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes) Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes) China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2294)

China Might Not Need US Chips For Long

China Might Not Need US Chips For Long

China continues to show signs that it might not need American AI chips much longer. A weird story about that big recent Tesla trial ruling. Look, AI being too much of a sycophant is clearly becoming a...

29 Aug 202522min

Nvidia Earnings And Nano Banana

Nvidia Earnings And Nano Banana

Nvidia’s earnings are ok, but maybe showing signs of normalizing. Copilot for your TV. A blockchain for your cloud. I catch you up on that whole Nano Banana image AI craze sweeping the internet. And a...

28 Aug 202520min

The First Wrongful Death Lawsuit Against OpenAI

The First Wrongful Death Lawsuit Against OpenAI

A wrongful death lawsuit has been filed against OpenAI. The continuing saga of what the heck is going on over at Meta AI? Is “vibe hacking” the big new threat we need to be worried about? Anthropic ha...

27 Aug 202520min

xAI Sues Apple And OpenAI

xAI Sues Apple And OpenAI

Elon Musk is taking his beef with Sam Altman AND Tim Apple to court. The Trump administration could sanction EU officials over the Digital Services Act. Spotify has added DMs. And Ben Thompson’s deep ...

26 Aug 202518min

Uncle Sam’s Intel Stake

Uncle Sam’s Intel Stake

The government has indeed taken a stake in Intel. Apple might turn to Google to save Siri. Meta turns to Midjourney. Perplexity wants to cut publishers in on the action. And how DHL is using AI to sho...

25 Aug 202518min

Has China Shut The Door On Nvidia?

Has China Shut The Door On Nvidia?

We talked recently about how Nvidia wasn’t home free in China just yet, and low and behold, they’re stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buyi...

22 Aug 202519min

Now Meta Has Frozen AI Hiring

Now Meta Has Frozen AI Hiring

What is going on at Meta AI story number 77. A deeper look at that new chip that Google unveiled with the Pixel phones yesterday and what that could suggest for Google’s hardware strategy. And an inte...

21 Aug 202521min

The Pixel 10 Smartphone Unveiling

The Pixel 10 Smartphone Unveiling

All the headlines from the Made By Google event where we saw the new Pixel 10 lineup and the 4th gen Pixel Watch. We have a release date for those new Xbox handhelds. More seeming chaos at Meta’s AI h...

20 Aug 202521min

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