The New York Times sued Perplexity for copyright infringement—months after signing an AI licensing deal with Amazon. Perplexity built revenue-sharing programs for publishers. The Times declined to join any of them. Now lawyers are involved.
OpenAI has 800 million users. Only 5% pay. The company is bleeding billions quarterly while chasing a subscriber base ten times larger than Netflix just to break even. Now ads look inevitable—and user trust hangs in the balance.
Hugging Face's Skills tool lets Claude fine-tune competing models for thirty cents. A 7B parameter cap and subscription fees complicate the democratization pitch. The deeper issue: access to a button isn't access to understanding.
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:
The New York Times sued Perplexity for copyright infringement—months after signing an AI licensing deal with Amazon. Perplexity built revenue-sharing programs for publishers. The Times declined to join any of them. Now lawyers are involved.
OpenAI has 800 million users. Only 5% pay. The company is bleeding billions quarterly while chasing a subscriber base ten times larger than Netflix just to break even. Now ads look inevitable—and user trust hangs in the balance.
Chinese hackers operated inside U.S. VMware servers for 17 months undetected. The malware repairs itself when deleted. It hides where most security teams don't look. CISA's December 4 advisory exposes an architectural blind spot in enterprise defense.
Werner Vogels ends his 14-year keynote streak by handing out printed newspapers and warning developers about "verification debt." His parting message: AI generates code faster than humans can understand it. The work is yours, not the tools.
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