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January 13, 2025, 7:35 AM
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memeorandum
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| Financial Times: |
The Biden admin unveils new chip export rules, giving 18 key allies full AI chips access while requiring licenses from most other countries, including China — US semiconductor industry warns move will aid competitors — The US is imposing expansive export controls on chips used … | Karen Freifeld / Reuters: |
Under new Biden rules, countries with caps on compute power are restricted to a total of 790M TPP through 2027, or the equivalent of ~50K H100 Nvidia GPUs — The U.S. government said on Monday it would issue a new regulation designed to control access to U.S.-designed artificial intelligence chips … | Will Knight / Wired: |
The US' chip export rules enter a 120-day consultation period, requiring the Trump administration to consider input, potentially modify, and enforce the rules — The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.
More: Reuters, CNN, and Associated Press
| Reuters: |
Nvidia criticizes the Biden administration's new chip export rules, saying the regulation would jeopardize current US leadership in AI — Nvidia (NVDA.O) on Monday criticized a new effort by the Biden administration to tighten Washington's grip on artificial intelligence chip flows around the world …
More: NVIDIA, Barron's Online, NewsBytes, and Yahoo Finance
| Keir Starmer / Financial Times: |
The UK PM debuts plans to increase its public sector compute by over 20x to spark a “national renewal”, saying the UK doesn't need to walk a US or EU path on AI — Going our own way will unleash national renewal — Artificial intelligence is the defining opportunity of our generation.
More: GOV.UK, Politico, GOV.UK, Tech.eu, Decrypt, The Guardian, Reuters, BBC, CNBC, ComputerWeekly.com, City A.M., Agence France-Presse, Proactive, Sky News, Al Jazeera, Cointelegraph, The Independent, and UKAI
Forums: r/LabourUK, r/ukpolitics, and r/ukpolitics
| TechCrunch: |
The UK plans to create geographic “AI Growth Zones” to fast-track AI infrastructure planning, says private tech firms have committed £14B for its AI plan — In 2023, the U.K. made a big song and dance about the need to consider the harms of AI, giving itself a leading role in the wider conversation around AI safety.
More: eeNews Europe, Tech Monitor, Data Center Knowledge, TVNewsCheck, ITPro, and UKTN
| Mark Gurman / Bloomberg: |
A look at Apple's plans for 2025, a year likely to be seen as a stepping stone toward more revolutionary products, rather than one of remarkable innovation — Apple plans a loaded 2025, with plans for an overhauled iPhone line, new AI features, a smart home push and updates to products it hasn't refreshed in a while.
More: MacRumors, T3 (publication), 9to5Mac, What Hi-Fi?, Tom's Guide, TechRadar, BGR, 9to5Mac, 9to5Mac, KnowTechie, MacRumors, MacRumors, SiliconANGLE, Wareable, Cult of Mac, nextpit, MacRumors, The Verge, Benzinga, Supercharged, Engadget, AppleInsider, AppleInsider, 9to5Mac, Appleosophy, Supercharged, TechCrunch, Cult of Mac, Digital Trends, Philip Elmer‑DeWitt, AppleInsider, and Wccftech
X: @chaitanyaontech, @tom_krikorian, and @markgurman
Forums: r/apple and MacRumors Forums
| Counterpoint Research: |
Global smartphone shipments grew 4% YoY in 2024 after a decade-low in 2023; top two brands, Samsung and Apple, were mostly flat, while Xiaomi grew 12% YoY — - Global smartphone sell-through grew 4% YoY in 2024, following the weakest year in a decade in 2023.| Simon Sharwood / The Register: |
Microsoft notifies customers in Australia, New Zealand, Malaysia, Singapore, Taiwan, and Thailand of upcoming ~30% to ~45% price hikes for Microsoft 365 plans — Won't say if other nations will be hit, but will ‘listen, learn, and improve’ as buyers react - so far with anger| Rest of World: |
Starlink has disrupted Kenya's existing ISP industry since its launch in July 2023, forcing legacy providers to lower prices and increase internet speeds — In Ghana, Starlink is half the price of the local ISP. — Starlink, launched in 2019 by Elon Musk's SpaceX, has become the leading satellite internet provider in the world.| Ingrid Lunden / TechCrunch: |
Qventus, which builds AI-based tools to automate health care work, raised a $105M Series D, including $85M in equity and $20M in optional debt — Healthcare is proving to be one of the more lucrative industries when it comes to building AI solutions to speed up how work is carried out across clinical … | Steven Sinofsky / Hardcore Software: |
A report on CES 2025: tech giants were mostly absent, Nvidia's keynote was a big event, AI experimentation, supply chains adapting to geopolitics, and more — CES proved a transition year with many established product lines showing incremental improvements or focusing on B2B areas …
X: @iancutress
| Renée DiResta: |
Meta's changes to its content policies will appease vocal political critics only for the short term, and they signal a retreat from responsibility to users — Hello! Happy new year! It was a busy week in tech policy land. Yesterday was the SCOTUS hearing on TikTok (interesting legal takes).
More: Business Insider, Semafor, and Social Media Today
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