🤖 AI Brief 🎯 Nvidia faces China export hurdles; Microsoft, OpenAI launch rival voice models; Anthropic shifts to default user data training. Read more: 🧵

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🤖 AI Brief 🎯 Nvidia seeks U.S. approval for Blackwell chip sales to China; China accelerates AI chip self-sufficiency; Anthropic, OpenAI, and ESET flag rising AI security risks. Read more: 🧵

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🤖 AI Brief 🎯 Nvidia earnings, China’s AI chip expansion, and major U.S. AI lobbying efforts drive sector focus. 🔸 - Nvidia $NVDA reports Q2 earnings after market close; $46B revenue (+50% YoY) and China export impact in focus. Read more: 🧵

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🤖 AI Brief 🎯 xAI sues Apple/OpenAI for antitrust; OpenAI hits $1B/month but faces GPU crunch; Google launches Gemini 2.5 Flash. 🔸 xAI and X (Elon Musk) filed a $1B antitrust lawsuit against Apple $AAPL and OpenAI, alleging collusion in AI chatbot and smartphone integration that blocks rivals. Read more: 🧵

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🤖 AI Brief 🎯 xAI sues Apple/OpenAI; Nvidia launches Jetson Thor; U.S. takes 10% Intel stake via CHIPS Act. 🔸 xAI (Elon Musk) files $1B antitrust suit against Apple $AAPL and OpenAI $OPENAI over alleged App Store favoritism; xAI drops public-benefit-corporation status. Read more: 🧵

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🤖 AI Brief 🎯 xAI open-sources Grok 2/2.5; China restricts Nvidia H20 sales; US takes 10% Intel stake. 🔸 xAI open-sources Grok 2 (500GB) and Grok 2.5 LLMs on Hugging Face; Grok 3 release expected in six months; models require 8x 40GB GPUs for full-precision runs. Read more: 🧵

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🤖 AI Brief 🎯 U.S. takes 10% Intel stake; Apple weighs Gemini for Siri; Google lands $10B Meta AI cloud deal. Read more: 🧵

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🤖 AI Brief 🎯 Nvidia halts H20 China chip, Google Cloud wins $10B Meta AI deal, Anthropic nears $170B valuation. 🔸 Nvidia $NVDA halted production of its H20 AI chip for China after Beijing urged tech firms to prioritize domestic suppliers and cities set 70%+ local AI chip targets by 2027. Read more: 🧵

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🤖 AI Brief 🎯 OpenAI launches GPT-5, China restricts Nvidia AI chips, Meta freezes AI hiring, xAI faces privacy breach. 🔸 OpenAI launched GPT-5, citing improved reasoning, coding, and safety; user backlash forced a rollback to GPT-4o as default. Altman warned of AI hype and ongoing GPU shortages. Read more: 🧵

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🤖 AI Brief 🎯 Nvidia hikes China AI chip prices; OpenAI seeks $6B at $500B valuation; MIT: 95% enterprise AI projects fail. 🔸 Nvidia is considering an 18% price increase on H20 AI chips for China to offset U.S. revenue-sharing requirements, as Chinese firms pivot to domestic chips under government pressure. Read more: 🧵

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🤖 AI Brief 🎯 OpenAI launches GPT-5 with 400K context; Nvidia adapts China chip strategy; Databricks nears $100B valuation. 🔸 OpenAI releases GPT-5 with a 400,000-token context window, improved multi-step reasoning, and a premium "Thinking" tier for advanced use. Read more: 🧵

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🤖 AI Brief 🎯 China mandates domestic AI chips; OpenAI seeks $6B at $500B valuation; US data center strain grows. 🔸 China mandates >50% domestic chip use in data centers; Cambricon raises $560M for AI chip R&D. Read more: 🧵

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🤖 AI Brief 🎯 U.S. resumes Nvidia/AMD AI chip exports to China with 15% levy; OpenAI targets $500B valuation; GPT-5 faces mixed reviews. Read more: 🧵

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🤖 AI Brief 🎯 OpenAI’s GPT-5 faces user backlash; Chinese models gain ground; U.S. tariffs threaten AI chip supply. 🔸 OpenAI’s GPT-5 launch drew user backlash for reduced personality and inconsistent coding; GPT-4o reinstated, advanced prompt limits raised, and a “personality patch” deployed. Read more: 🧵

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🤖 AI Brief 🎯 OpenAI plans trillion-dollar data center spend; Nvidia wins partial China chip nod; Meta faces Senate AI probe. 🔸 OpenAI CEO Sam Altman plans to raise and spend “trillions” on global data center expansion, warning of an AI investment bubble but projecting positive long-term impact. Read more: 🧵

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