Category: Artificial intelligence

  • Nvidia CEO Confirms Next China Chip Won’t Be Hopper

    Nvidia CEO Confirms Next China Chip Won’t Be Hopper

    Key Takeaways

    1. The Trump administration’s new chip export restrictions to China significantly affect manufacturers like Nvidia.
    2. Nvidia launched the less powerful H20 chip to comply with earlier regulations, but tighter restrictions have now been introduced.
    3. CEO Jensen Huang stated there won’t be a new version of the Hopper processor, and further modifications to it are not possible.
    4. Nvidia expects a $5.5 billion negative impact on quarterly results due to the ban on H20 chip exports, with China representing 13% of its sales.
    5. Concerns over the use of processors for artificial intelligence have led to increased regulations from the Trump administration.

    The recent restrictions imposed by the Trump administration on chip exports to China have had a significant impact on various manufacturers, including Nvidia. This company had previously launched the H20 chip aimed at this market in response to earlier regulations. The H20 chip, however, was less powerful compared to other models, allowing it to be exported to China. Nevertheless, tighter and more stringent regulations on sales to this country have now been introduced.

    Nvidia’s Forward Plans

    Jensen Huang, the CEO of Nvidia, shared insights during a livestream on Taiwan’s Formosa TV News, stating that the company is exploring its next steps. However, he made it clear that there will not be a new version of the Hopper processor. Huang also mentioned that further modifications to this chip are not feasible. Nvidia is currently evaluating how to proceed in this challenging market.

    Financial Implications

    Following the ban on H20 chip exports, Nvidia announced that this restriction would lead to a negative impact of $5.5 billion on its quarterly results. The Chinese market plays a crucial role for Nvidia, constituting 13% of its sales for the fiscal year ending January 2025.

    Rising Concerns

    The Trump administration has heightened regulations due to worries regarding the use of these processors in powering artificial intelligence (AI), particularly after the emergence of the Chinese language model DeepSeek.

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  • Nvidia Expands AI Chip Market with New Shanghai R&D Hub

    Nvidia Expands AI Chip Market with New Shanghai R&D Hub

    Key Takeaways

    1. Nvidia is negotiating for office space in Shanghai to establish a research-and-development center focused on local customer preferences.
    2. The new team in China will verify chip designs and improve existing products but will not design new graphics-processing units due to U.S. export laws.
    3. U.S. export regulations have significantly reduced Nvidia’s revenue share from China, prompting the development of lower-specification chips.
    4. Nvidia plans to launch a modified H20 accelerator in July to comply with stricter U.S. regulations, featuring reduced memory and performance.
    5. Nvidia aims to maintain its presence in China to tap into the growing AI-chip market, projected to reach $50 billion in three years, while staying compliant with export controls.

    Nvidia is currently in talks with officials in Shanghai to secure office space for a new research-and-development center. This facility aims to monitor local customer preferences and relay that information back to the company’s main office. During a visit in April, CEO Jensen Huang gained preliminary backing from the city’s mayor, who promised tax incentives and less bureaucratic hurdles for the initiative.

    Focus on Verification and Optimization

    The new team will not be involved in designing or altering graphics-processing units while in China. Instead, the engineers will focus on verifying chip designs, improving current products, and engaging in specific projects like research in autonomous driving, as per sources familiar with the initiative. Key intellectual property development will still take place outside of China to comply with U.S. export control laws.

    Impact of U.S. Export Licenses

    Since 2022, Washington has mandated export licenses for Nvidia’s most advanced AI processors. These regulations have reduced the revenue share from China to 13% in the last fiscal year, a drop from 26% prior to the enforcement of these rules. In response, Nvidia has begun to develop lower-specification versions of several chips, which has faced criticism from some U.S. officials.

    Upcoming Product Adjustments

    In its latest development, Nvidia has informed major Chinese cloud service providers that it will launch a modified H20 accelerator in July. This new version will have reduced memory capacity and performance to comply with the stricter U.S. regulations. Additionally, a Blackwell-based component that adheres to these limits is under development, but any shipments will need approval from Washington.

    Nvidia has a workforce of around 4,000 in China, with nearly half located in Shanghai. The new office space is expected to support existing employees and future recruits, enhancing local R&D efforts without relocating sensitive chip design tasks abroad. Huang has estimated that the AI-chip market in China could grow to about $50 billion within three years; he emphasized that maintaining a presence is crucial to prevent losing ground to local competitors like Huawei.

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  • Budget Bill Enacts 10-Year Moratorium on State AI Regulations

    Budget Bill Enacts 10-Year Moratorium on State AI Regulations

    Key Takeaways

    1. A new clause in the Budget Reconciliation bill would prevent states and local governments from regulating AI for ten years.
    2. The definition of AI in the clause is broad, covering both established algorithms and new generative models, making current state regulations unenforceable.
    3. Supporters believe the moratorium fosters innovation by preventing a patchwork of regulations, while critics argue it protects companies and undermines local protections against discrimination.
    4. The provision aligns with former President Trump’s deregulation efforts and follows lobbying by tech leaders advocating for reduced oversight.
    5. The proposal faces potential opposition in Congress, particularly from Democrats and some Republicans concerned about state rights and regulatory accountability.

    House Energy and Commerce Committee chair Brett Guthrie has added a clause to the draft Budget Reconciliation bill that would prevent states and local governments from “enforcing any law or regulation regulating artificial intelligence models, artificial intelligence systems, or automated decision systems” for the upcoming decade.

    Broad Definition of AI

    This clause has a wide definition of AI, encompassing both long-established algorithms and newer generative models. If this becomes law, current state regulations—like California’s requirement for disclosure of AI-generated patient communications, its soon-to-come transparency rules for model-training data, and New York City’s bias-audit rule for hiring processes—would not be enforceable.

    Supporters vs. Critics

    Proponents of the moratorium argue that it helps prevent diverse rules that could hinder innovation. On the flip side, opponents view it as a sweeping measure that protects companies from being held accountable and undermines popular local protections against discrimination and lack of transparency.

    Political Context

    This provision is in line with former President Donald Trump’s approach to deregulating AI. It follows significant lobbying efforts by notable tech leaders, such as Elon Musk and venture capitalist Marc Andreessen, who are advisors to the current government. The measure still needs to pass through both houses of Congress, where there is likely to be pushback from Democrats and some Republicans focused on state issues.

    The lobbying supporting this moratorium mirrors a broader push for deregulation in Washington. After reversing Biden-era executive orders aimed at limiting high-risk algorithms, the Trump administration welcomed key tech figures like Elon Musk, former PayPal executive David Sacks, and investor Marc Andreessen into formal advisory positions. Detractors caution that this budget could entrench that agenda for a decade, eliminating state rules on transparency and bias audits that were put in place after well-documented issues in hiring, healthcare, and credit-scoring systems.

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  • Tesla’s Humanoid Robot Dances: Embodied Intelligence in Action

    Tesla’s Humanoid Robot Dances: Embodied Intelligence in Action

    Key Takeaways

    1. Tesla unveiled its updated humanoid robot, Optimus, showcasing improvements in “embodied intelligence” through a dance routine video.
    2. The video received over 44 million views and 4,500 comments, but many viewers expressed skepticism about the robot’s capabilities.
    3. Critics on platforms like Reddit compared Optimus’s dance to older toy robots and questioned the practicality of its performance.
    4. Unitree, a competing Chinese robot company, is gaining attention for their robots’ advanced motion technology and plans for a live boxing match.
    5. While Tesla focuses on showcasing dance, Unitree is pushing the boundaries of robotic agility and functionality.

    In a video shared on X on May 14, Tesla revealed the newest version of its humanoid robot called Optimus. This update highlights improvements in what is termed “embodied intelligence,” which refers to the robot’s ability to move in a way that resembles human behavior and is aware of its surroundings. The short 42-second video displays the robot executing a fluid dance routine that combines shuffle steps, ballet-like motions, and smooth turns, with the caption reading: “Was just getting warmed up.”

    Mixed Reactions Online

    In just one day, the video attracted over 44 million views and received more than 4,500 comments. Tesla showcases the dance as a sign of progress in embodied intelligence, but many in the online community are not convinced.

    On Reddit, the feedback from the robotics enthusiasts is quite evident: a large number of users seem to be unimpressed. Remarks such as “I already had a dancing toy robot 20 years ago” and “Why is it dancing instead of doing something useful?” capture the general mood. Some individuals have even raised doubts about the video’s genuineness, implying it could be computer-generated imagery (CGI).

    Unitree’s Rising Competition

    Meanwhile, the Chinese robot company Unitree appears to have surpassed Tesla in terms of motion technology. Their G1 and H1 models are demonstrating remarkable human-like agility, as evidenced in recent clips that show them performing spinning kicks and various combat techniques. Looking to the future, Unitree has made an exciting announcement: at the forthcoming “Iron Fist” event, two humanoid robots will engage in a live boxing match. Training videos have already been shared, creating a lot of excitement, while Tesla remains focused on its dance performances.

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  • MediaTek T930 Launches: 5G Hotspots with 10Gb/s Speeds

    MediaTek T930 Launches: 5G Hotspots with 10Gb/s Speeds

    Key Takeaways

    1. MediaTek’s T930 is the first platform designed specifically for mobile Wi-Fi hotspots and router devices using a 5G SIM, aiming for “multi-gigabit” speeds.

    2. The T930 chipset is built on a 4-nanometer process and features 4 ARM Cortex-A55 cores, reaching speeds up to 2.3GHz, suitable for devices like the Netgear Nighthawk M6 Pro.

    3. It offers enhanced download bandwidth of up to 200 MHz with 8Rx technology, boosting signal strength by 40% compared to the previous T830 model, and supports both SA and NSA 5G.

    4. The T930 introduces 6CC-carrier aggregation technology for downlink speeds up to 10Gb/s and a 5-layer 3Tx system for peak upload speeds, with these speeds primarily available in SA mode.

    5. This chipset includes a Neural Processing Unit (NPU) for AI management of IoT devices, a power management chip, a GNSS receiver, and is compatible with Wi-Fi 7, with future integration potential for Wi-Fi 8.

    MediaTek has introduced the T930, which is being hailed as the first platform designed for mobile Wi-Fi (or Mi-Fi) hotspots and router devices that utilize a 5G SIM. This chipset aims to achieve “multi-gigabit” speeds through its RJ-45 ports, making it a standout in the market.

    Cutting-Edge Technology

    The T930 chipset is manufactured using a 4-nanometer (4nm) process, similar to the new Dimensity 9400e that was also launched today (May 14, 2025) for high-end smartphones. While the T930 features 4 traditional ARM Cortex-A55 cores that can reach speeds of up to 2.3GHz, this should be sufficient for the devices it is meant to power, like the Netgear Nighthawk M6 Pro available on Amazon.

    Enhanced Performance

    This new chipset is expected to provide amazing download bandwidth of up to 200 megahertz (MHz), thanks to its support for 8Rx technology. This feature is said to boost signal strength by as much as 40% compared to the previous T830 model. Additionally, the T930 supports both sub-6GHz standalone (SA) and non-standalone (NSA) 5G, which may extend its coverage range even further.

    Innovative Features

    The T930 stands out as the first System-on-Chip (SoC) of its kind to include 6CC-carrier aggregation (CA) technology, allowing for downlink speeds reaching up to 10Gb/s. Its peak upload speeds benefit from a groundbreaking 5-layer 3Tx system, although these impressive speeds are only achievable in SA mode.

    Furthermore, this flagship T-series chipset includes a Neural Processing Unit (NPU) that provides AI-driven management over IoT and edge devices within a network. It also comes with a specialized power management chip, a GNSS receiver, and an RF transceiver.

    MediaTek has also mentioned the potential for the T930 to be integrated into devices that utilize Wi-Fi 8 in the future, while it is currently compatible with devices running Wi-Fi 7.

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  • Google Tests New AI Mode Button, Replacing ‘I’m Feeling Lucky’

    Google Tests New AI Mode Button, Replacing ‘I’m Feeling Lucky’

    Key Takeaways

    1. The “I’m Feeling Lucky” button was introduced in 1998 to showcase Google’s search capabilities by directing users to the top-ranked page immediately.
    2. In 2012, Google changed the button’s functionality, offering playful phrases that led to various Google services instead of just search results.
    3. Google is planning to replace the “I’m Feeling Lucky” button with a new “AI Mode” button that connects users to a chat bot for assistance.
    4. The placement of the AI Mode button is being tested, with variations in location and design, such as an animated border.
    5. The new button is currently undergoing limited testing with select users in the US who have opted into Google’s experimental labs.

    Introduced in 1998, the “I’m Feeling Lucky” button on Google Search’s homepage was designed to highlight the search engine’s capabilities. This feature allowed users to go straight to the top-ranked page, skipping the typical results page.

    Change in Functionality

    In 2012, Google modified how the button worked. When users hovered over it, they would see phrases like “I’m Feeling Adventurous” or “I’m Feeling Puzzled,” leading them to various Google services. This change effectively turned the button into a promotional tool for the entire platform.

    New Developments with AI

    Now, it seems Google is planning to completely replace the button with a trendy term that everyone is talking about these days – “AI Mode.”

    According to The Verge, users on platforms like X and Threads have been sharing images of the new button present on their homepage. When this new button is clicked, it launches a chat with a bot to assist you in finding what you need.

    Testing the Waters

    Google appears to be not just changing the button but also experimenting with its placement. Some users have noticed the AI Mode button positioned next to the voice and image icons in the search bar, while others have seen it take the place of the “I’m Feeling Lucky” button entirely.

    The company is also exploring different styles for the new button, with some participants reporting an animated border around AI Mode. A representative from Google, Ashley Thompson, verified to The Verge that this new button is currently undergoing limited tests with select users in the US, specifically those who have opted into the company’s experimental labs.

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  • Memory Attacks Can Hijack AI Agents for Crypto Theft

    Memory Attacks Can Hijack AI Agents for Crypto Theft

    Key Takeaways

    1. Large language model agents managing crypto wallets and smart contracts are vulnerable to “memory poisoning” attacks, allowing attackers to modify stored context.
    2. Current security measures, like prompt filters, are ineffective against malicious content that enters an agent’s memory, posing significant risks.
    3. Researchers successfully manipulated ElizaOS agents to sign unauthorized smart contracts and transfer crypto assets by contaminating shared memory.
    4. Multi-user environments increase risk, as compromising one session can affect all others sharing the same memory, highlighting the need for isolation.
    5. To enhance security, memories should be treated as append-only logs with cryptographic signatures, and critical actions should use an external rules engine instead of relying solely on the model.

    Princeton University researchers have discovered that large language model agents, which manage crypto wallets and smart contracts, can be compromised. This happens when attackers modify the stored context of these agents, a vulnerability the researchers have named “memory poisoning.”

    Weakness in Current Defenses

    The study suggests that existing security measures, primarily prompt filters, are ineffective when harmful text enters an agent’s vector store or database. In their experiments, researchers found that small snippets of malicious content embedded in memory routinely bypassed protective measures that would have blocked that same content if it had been presented as a direct prompt.

    Attack Validation

    The researchers tested their attack on ElizaOS, an open-source framework that enables wallet agents to execute blockchain commands. After contaminating the shared memory, they were able to manipulate those agents into signing unauthorized smart contract transactions and moving crypto assets to addresses controlled by the attacker. This illustrates how distorted context can lead to substantial financial losses.

    Multi-User Risks

    ElizaOS allows multiple users to share a single conversation history, meaning that if one session is compromised, it can affect all other sessions that interact with the same memory. The paper cautions that any multi-user use of autonomous LLM agents faces this risk of lateral movement unless memories are kept isolated or verified.

    The authors advise that memories should be treated as append-only logs, with cryptographic signatures for each entry. They also recommend using an external rules engine for critical actions like payments and contract approvals, rather than relying solely on the model’s own judgment. Until these practices are widely adopted, entrusting real money to autonomous agents is a risk.

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  • Nvidia to Deliver 18,000 AI GPUs for $10 Billion Saudi Project

    Nvidia to Deliver 18,000 AI GPUs for $10 Billion Saudi Project

    Key Takeaways

    1. Nvidia’s shipment includes 18,000 GB300 GPUs and InfiniBand networking for a 500-megawatt facility in Saudi Arabia.
    2. AMD will supply additional accelerators and software for data centers connecting Saudi Arabia with the US as part of a $10 billion infrastructure project.
    3. The partnership with Saudi clients expands the market for high-performance AI silicon, boosting stock prices for Nvidia and AMD.
    4. The US government has paused proposed export restrictions on advanced chips to Saudi Arabia, facilitating this agreement.
    5. Humain plans to integrate new hardware with Arabic language models to establish a regional hub for generative AI research.

    Nvidia’s CEO Jensen Huang announced at the Saudi-US Investment Forum in Riyadh that the first shipment will feature 18,000 Grace Blackwell GB300 GPUs along with InfiniBand networking. This setup is sufficient to power an initial 500-megawatt facility.

    AMD’s Role in the Initiative

    On the other hand, AMD will provide extra accelerators and software aimed at data centers that will connect the Kingdom of Saudi Arabia with the United States, as stated in a different announcement. This combined order is part of a larger $10 billion infrastructure project that was revealed by the chair of Humain, Crown Prince Mohammed bin Salman.

    Impact on the AI Market

    The partnership with sovereign clients like Humain expands the market for high-performance AI silicon, which is primarily controlled by the biggest cloud service providers. Following the news, Nvidia’s stock increased by as much as 6.4 percent during trading in New York, while AMD’s shares rose by up to 4.5 percent.

    Changes in Export Controls

    This agreement comes after the US government’s choice to put on hold proposed “AI diffusion” export restrictions that would have limited advanced chip shipments to Saudi Arabia. Additionally, Saudi regulations that mandate the storage of local personal and financial data have prompted companies like Amazon, Google, and Oracle to plan billion-dollar facilities within the kingdom.

    Humain has announced plans to combine the new hardware with expansive Arabic language models, aiming to create a regional hub for generative AI research and its application.

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  • AI Use May Harm Professional Reputation, Study Finds

    AI Use May Harm Professional Reputation, Study Finds

    Key Takeaways

    1. Many people fear negative perceptions for using AI, feeling they may be seen as lazy or less skilled.
    2. A study from Duke University shows that AI usage can harm how colleagues view one’s abilities and dedication.
    3. Participants in the study judged AI users as less capable, even if their output was high quality.
    4. The negative perception is stronger for tasks seen as challenging or time-consuming.
    5. The findings highlight a conflict for professionals: while AI can increase productivity, it may also impact their reputation in the workplace.

    Despite the quick growth and adoption of AI, lots of people feel that they will be seen in a bad light for using it. Users of AI worry that others will view them as lazy, less skilled, unmotivated, or even easily replaceable. These concerns seem to have been confirmed by a study published by the Proceedings Of The National Academy Of Sciences (PNAS).

    Study Insights from Duke University

    A new research from Duke University shows that using artificial intelligence (AI) in work tasks can have a bad effect on how colleagues or bosses see someone’s abilities and dedication. In a series of experiments involving 4,439 participants, the researchers looked into how individuals judge the performance of others when they know AI was involved, irrespective of age, gender, or job title. The research was based on setups where participants assessed made-up scenarios and results, with the AI usage by the individual being either revealed or changed.

    Perception of AI Users

    The findings reveal that professionals who rely on AI, even when the final output is excellent, are often thought of as less capable, less dedicated, or even lazy. This negative perception seems to be more intense when the task is seen as challenging or requiring significant time. This implies that the main issue isn’t the quality of the work done with AI but the belief that a shortcut was taken or that less effort was put in.

    The Dilemma for Professionals

    These results create a tricky situation for workers: while AI can boost productivity, it also risks how they are viewed in professional environments. Therefore, the study emphasizes the importance of understanding the social and psychological effects of AI in the workplace, especially concerning teamwork and career growth.

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    AI Use May Harm Professional Reputation, Study Finds

     

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  • Nvidia Increases Prices by 5-15% Due to Export Restrictions

    Nvidia Increases Prices by 5-15% Due to Export Restrictions

    Key Takeaways

    1. Nvidia faced a $5.5 billion loss due to U.S. government restrictions on chip shipments to China.
    2. Rising costs from material, logistics, and tariffs have led Nvidia to increase prices for nearly all its products.
    3. The GeForce RTX 5090 price rose by over 10%, with other RTX 50-series cards increasing by 5-10%.
    4. AI silicon demand remains strong despite export restrictions, supporting Nvidia’s financial stability.
    5. Nvidia projects significant revenue growth, estimating around $43 billion for the upcoming quarter, a 65% increase year-on-year.

    Nvidia is changing its pricing approach due to a mix of outside challenges. As per supply-chain reports from Digitimes Taiwan, the firm faced a hefty loss of $5.5 billion after the U.S. government stopped shipments of its H20 chips to China. At the same time, the transfer of Blackwell production to TSMC’s facility in Arizona, along with increased costs for materials, logistics, and tariffs, has caused expenses to rise significantly.

    Price Increases for Products

    To safeguard its profit margins, Nvidia has raised the official prices “for nearly all of its products” and has permitted board partners to do the same. The channel price for the prominent GeForce RTX 5090 has surged from about NT$90,000 to NT$100,000 ($2,966 to $3,295)—an over 10 percent rise since its launch. Other cards in the RTX 50-series have also seen price hikes of 5-10 percent. Datacenter equipment hasn’t been immune either: the H200 and B200 modules now carry an increase of around 10-15 percent, a cost that server vendors are starting to transfer to their customers.

    Continued Demand for AI Silicon

    Even with the export restrictions and rising tariffs, the need for AI silicon from both U.S. and global cloud service providers remains robust. Therefore, supply-chain insiders anticipate that Nvidia’s financial results for the quarter ending in late May will align with their previous guidance and exhibit “excellent profit performance.” The company reported a revenue of $39.3 billion in its last quarter and has projected around $43 billion for the upcoming period, suggesting a year-on-year growth of approximately 65 percent.

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