Washington spent years blocking Nvidia's advanced chips from China. Tuesday, the Trump administration approved H200 exports with a 25% government cut. By afternoon, Beijing told its own companies to hold off.
Apple tried to build its own AI. It failed. Now it's paying Google $1 billion a year to license Gemini while pretending the arrangement is strategic. The company that controlled every layer of the stack is now renting the most important one.
OneBrief's $2.15B valuation on $19M revenue bets military planning software can become a platform before Palantir notices. The Battle Road acquisition complicates the math: the simulation engine was already running on Palantir infrastructure.
Washington spent years blocking Nvidia's advanced chips from China. Tuesday, the Trump administration approved H200 exports with a 25% government cut. By afternoon, Beijing told its own companies to hold off.
The Trump administration spent Tuesday morning doing something the Biden White House had explicitly refused to do: handing Nvidia a license to ship advanced AI chips to China. The Commerce Department published new rules. Export applications would be reviewed case-by-case instead of denied by default. H200 processors, Nvidia's second-most-powerful silicon, could legally cross the Pacific.
By afternoon, the celebration had a problem. Beijing told its own tech companies to pause their orders.
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Apple tried to build its own AI. It failed. Now it's paying Google $1 billion a year to license Gemini while pretending the arrangement is strategic. The company that controlled every layer of the stack is now renting the most important one.
Anthropic just gave everyone access to the same AI agent developers have been using for eleven months. Claude Cowork runs in a sandbox, but the prompt injection problem remains unsolved. The safety of the system now rests on users who don't know what they're asking for.
Apple just admitted its AI wasn't good enough. The company will pay Google roughly $1 billion annually to license Gemini for Siri, after years of failed internal development. The privacy-first company now depends on its biggest data rival.
Britain's media regulator has opened a formal investigation into Elon Musk's X over AI-generated sexual images of women and children. The platform restricted the feature to paying subscribers—turning abuse into a premium service.
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