Nvidia is navigating a complex situation in China, balancing US policy with the tech race. Despite restrictions, the US is allowing Nvidia to sell H20 chips in China, anticipating a 15% revenue share, while China boosts its own AI chip production. However, Nvidia is awaiting final rules from the Trump administration before implementing this fee. Meanwhile, some in Congress are concerned about the security implications of selling AI chips to China. The FTC is also cracking down on AI-related false claims, as seen in their lawsuit against Air AI. In other global developments, Saudi Arabia's AI market is projected to reach $4 billion by 2033, driven by projects like NEOM and advancements in Arabic language AI. The sales enablement platform market is also expected to surge, reaching $29.18 billion by 2035, fueled by the demand for AI-powered tools. Microsoft believes AI agents could reshape company org charts, potentially leading to flatter structures. Google's Gemini AI is expanding its reach to over 180 countries, while Apple is in talks with Google to potentially integrate Gemini into Siri. Microsoft is testing Copilot+, an AI assistant for Windows 11. Meta plans to use Midjourney's technology for its models. Intel and other companies are also actively making AI updates. However, a report indicates that 95% of generative AI investments haven't yielded returns, leading to disillusionment. Despite this, AI is transforming various sectors, including video game development, where it's accelerating production and enhancing gameplay. Cloudflare is using AI to improve network problem-solving for businesses. Airhead Institute is focused on teaching AI skills globally, while UC Berkeley is introducing new courses ranging from AI to polar microbes. Furthermore, AI is accelerating drug discovery, with companies like Dotmatics aiming to reduce the time and cost of research.
Key Takeaways
- Nvidia can sell H20 chips to China, with the US expecting a 15% revenue share, pending final rules.
- China is increasing its domestic AI chip production amidst US policy.
- Some members of Congress are questioning the security implications of AI chip sales to China.
- The FTC is suing Air AI for allegedly making false claims about its AI platform.
- Saudi Arabia's AI market is projected to reach $4.018 billion by 2033.
- The sales enablement platform market is expected to reach $29.18 billion by 2035, driven by AI.
- Microsoft envisions AI agents potentially replacing traditional company org charts.
- Google's Gemini AI is expanding to over 180 countries, and Apple may integrate it into Siri.
- A report indicates that 95% of generative AI investments have not produced returns.
- AI is accelerating video game development and drug discovery processes.
Nvidia navigates China AI market amid US policy and tech race
The US allows Nvidia to sell H20 chips to China with a 15% revenue share, balancing economic and security needs. China is boosting its own AI chip production and using software to get around US rules. Global AI plans aim to limit access for rivals while keeping US tech ahead. Investors face choices between short-term risks and long-term gains in a changing AI market.
Nvidia waits for Trump's final rules on China AI chip fee
Nvidia is holding off on a 15% fee for AI chip sales to China until the Trump administration makes the rules official. CFO Colette Kress says Nvidia needs clear directions before paying the commission. This fee is part of a deal allowing Nvidia to sell some chips to China. Critics worry it mixes government policy with corporate money, and could cause legal issues.
Congress questions Trump's AI chip sales to China FTC acts on AI claims
Some members of Congress are against the Trump administration's plan to sell AI chips to China in exchange for a 15% revenue share. They worry this could hurt US security and upset allies. The FTC is suing Air AI for making false claims about its AI platform, saying the company misled small businesses. The FTC wants to stop Air AI's marketing and protect consumers from AI scams.
Saudi Arabia AI market to reach $4 billion by 2033 report says
The artificial intelligence market in Saudi Arabia is expected to reach USD 4,018 million by 2033, growing at a rate of 15.80% each year. This growth is driven by projects like NEOM's AI data center and the Kingdom's focus on AI. AI is improving healthcare, with AI used in diagnosis and treatment. The development of Arabic language AI is also helping local markets.
Sales enablement platforms to quadruple by 2035 driven by AI cloud
The sales enablement platform market is expected to grow from USD 6.38 billion in 2025 to USD 29.18 billion by 2035. This growth is due to companies wanting AI tools and better data to help sales teams. AI helps with tasks like lead scoring and personalized outreach. Companies are also working to protect customer data and follow rules like GDPR and CCPA.
AI transforms video game creation and gameplay say experts
AI is helping video game developers speed up production and create more realistic games. Studios like Ubisoft are using AI to automate tasks and design characters faster. AI also allows for new gameplay features, like chatbots that can have real conversations with players. However, using AI in games can be expensive, and developers are working to make sure it is fun and fair for everyone.
Microsoft says AI agents could replace company org charts
Microsoft's AI product lead, Asha Sharma, believes AI agents could change how companies are organized. Instead of focusing on who reports to whom, companies might focus on tasks and how to route them to the right people or AI. Sharma also suggests workers could bring their own AI tools to work. This could lead to fewer management layers and a flatter company structure.
AI startup Airhead Institute teaches AI skills worldwide
Airhead Institute, an AI education startup, is teaching people around the world how to use artificial intelligence.
AI investments not paying off for most companies report says
A report from MIT Media Lab/Project NANDA found that 95% of investments in generative AI have not produced any returns. This news adds to growing doubts that AI will deliver results on a large scale. Gartner suggests that generative AI is entering a period of disillusionment.
Google Microsoft Apple Nvidia Intel Meta make AI updates
Google's Gemini AI is now available in over 180 countries and has new features for booking tasks. ChatGPT has a new memory feature that saves information only from specific chats. Microsoft is testing Copilot+, an AI assistant for Windows 11. Apple is talking with Google about using Gemini to improve Siri. NVIDIA is developing a new chip for China that follows export rules. Meta will use Midjourney's tech for its models.
Cloudflare uses AI to fix network problems faster
Cloudflare is using AI to help businesses find and fix network problems more easily. They have released a new AI tool called WARP diagnostic analyzer that helps understand problems with devices and network connections. They also have a new server for Digital Experience Monitoring (DEX) that gives users custom analytics without needing to build complex systems. These tools are available to all Cloudflare One customers.
UC Berkeley offers new classes from AI to polar microbes
UC Berkeley is offering new classes this semester, including topics from AI to polar microbiology. One class explores the history of alternative medicine in America. Another class looks at how globalization affects daily life. A polar microbiology class studies microbes that survive in extreme climates. Other new courses cover topics like family businesses, policing in media, and design with morphing materials.
AI speeds up drug discovery experts say
Dotmatics, a software company, is using artificial intelligence to speed up the process of discovering new medicines. Developing a new medicine usually takes 10 to 15 years. Dotmatics aims to use AI to predict future medicines and reduce the time and cost of drug research.
Sources
- Nvidia’s China Access and U.S. AI Leadership: A Strategic Investment Crossroads
- Nvidia Delays 15% Fee on China AI Chip Sales Until Trump Rules Finalized
- Some Congressional Dissent to Trump Administration’s AI Chip Sales to China; FTC Cracks Down on AI Marketing Claims — AI: The Washington Report
- Saudi Arabia Artificial Intelligence Market Projected to Hit USD 4,018 Million by 2033, CAGR 15.80%
- Sales Enablement Platform Market Set to Quadruple by 2035 as AI, Cloud, and Data Privacy Shape the Next Decade of Growth
- AI is helping studios reimagine how video games are made and played
- AI agents could make the org chart obsolete. Microsoft's AI product lead explains what might replace it.
- Local artificial intelligence startup educates users worldwide
- Beware the AI Experimentation Trap
- Artificial Intelligence (A.I.) Update: Google, Microsoft, Apple, NVIDIA, Intel, Meta
- Troubleshooting network connectivity and performance with Cloudflare AI
- From AI to polar microbiology, here are 10 new UC Berkeley classes this semester
- How experts are using artificial intelligence to accelerate drug discoveries