YouTube deployed Google's advanced Veo 3 AI to millions of Shorts creators for free—a strategic response to TikTok's dominance. The move shifts platform competition from algorithms to creation tools, while raising questions about authenticity and creator dependency.
Legal pressure mounts as families sue AI companion platforms over teen suicides. OpenAI rushes new safety controls while regulators investigate. The business model that keeps users engaged conflicts with crisis intervention.
Good Morning from San Francisco, Google drops £5bn on UK AI infrastructure hours before Trump lands Tuesday. Coincidence? Hardly. The
Huawei plans to ship its new AI chip to Chinese customers next month, right when US export controls are pushing Nvidia out of the market. The timing works perfectly for Chinese tech firms hunting for alternatives to Nvidia's processors.
The new 910C chip matches the performance of Nvidia's H100 through a clever workaround. Huawei combined two 910B processors into one package and added improvements for handling AI tasks. Some customers already have their hands on early shipments.
This development comes as Washington tightens its grip on China's access to advanced AI technology. The US just blacklisted 16 Chinese companies, including Sophgo Technologies, over concerns about chip diversions. Officials also told chip makers like TSMC and Samsung to watch their Chinese customers more closely.
The restrictions hit Nvidia hard. The company now needs export licenses for its H20 chip – previously its main product for Chinese buyers. This created a gap in China's AI market that Huawei rushed to fill.
But questions linger about how Huawei makes these chips. Sources say China's SMIC produces some components, though with low success rates. More interesting: some 910C chips allegedly use parts that TSMC made for Sophgo, a detail that caught Washington's attention.
The Commerce Department started investigating TSMC's work with Sophgo after finding one of their chips in an earlier Huawei processor. TSMC made about three million chips matching Sophgo's designs recently. When asked, Huawei denied using TSMC-made Sophgo chips, and TSMC said they follow all rules and haven't supplied Huawei since 2020.
This shuffle marks a turning point in the AI chip world. Chinese companies like Moore Threads and Iluvatar CoreX now see their chance to grab market share from Nvidia. Paul Triolo from Albright Stonebridge Group puts it simply: Huawei's 910C will become Chinese AI developers' go-to chip.
The story shows how export controls can backfire. By pushing Nvidia out, Washington may have accidentally helped China build its own AI chip industry faster than anyone expected.
Why this matters:
YouTube deployed Google's advanced Veo 3 AI to millions of Shorts creators for free—a strategic response to TikTok's dominance. The move shifts platform competition from algorithms to creation tools, while raising questions about authenticity and creator dependency.
Legal pressure mounts as families sue AI companion platforms over teen suicides. OpenAI rushes new safety controls while regulators investigate. The business model that keeps users engaged conflicts with crisis intervention.
ChatGPT's user base flipped from 80% male to 52% female in three years as 700M users treat it like infrastructure. Universities that banned AI now scramble to build policies around tools 92% of students already use daily.
Microsoft and OpenAI end months of toxic negotiations with a deal that gives the nonprofit $100+ billion while clearing OpenAI's path to go public. The agreement reveals how AI partnerships are evolving beyond traditional boundaries.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
