| Financial Times: |
The Biden admin unveils a new chip export rule that gives 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 … | Reuters: |
Nvidia criticizes the Biden admin's new chip export rule, saying the regulation would “undermine” the US' AI leadership and “weaken” its global competitiveness — Nvidia (NVDA.O) on Monday criticized a new effort by the Biden administration to tighten Washington's grip … | Ian King / Bloomberg: |
Nvidia announces partnerships with Illumina, the Mayo Clinic, and other companies as part of its push to encourage AI adoption by the health care industry — - Company envisions multiple ways AI will invigorate health care — Chipmaker points to drug discovery as a prime application| Mark Gurman / Bloomberg: |
Sonos CEO Patrick Spence is leaving following a botched app revamp that upset customers and stymied growth; Sonos names board member Tom Conrad as interim CEO — - 'We've let far too many people down,' company tells staffers — Former Snap and Pandora executive Tom Conrad named interim CEO| Keir Starmer / Financial Times: |
The UK's PM debuts plans to increase its public sector compute 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.| 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.| Dominic Preston / The Verge: |
Mastodon CEO Eugen Rochko plans to transfer Mastodon's ownership to a new non-profit, saying it “should not be owned or controlled by a single individual” — Mastodon says the decentralized network ‘should not be owned or controlled by a single individual.’| New York Times: |
OpenAI publishes an “economic blueprint” for AI, calling on the new Trump administration to boost investment from the Middle East and avoid strict regulations — The maker of ChatGPT hopes to spur investment from the Middle East and avoid strict regulations on the development of new technologies.| Samuel Stolton / Bloomberg: |
Sources: the EU sent questionnaires to app developers in December focusing on concerns Apple's Core Technology Fee of €0.50 per app install could drive up costs — - Firm's new fees for developers lead to fresh EU questions — EU is examining Apple's plans under a Digital Markets Act case| The Information: |
Sources: Microsoft, Meta, AWS, and Google recently cut some orders of Nvidia's Blackwell GB200 racks, as overheating and connection glitches lead to delays — Some of Nvidia's biggest customers are facing new delays in getting its most advanced artificial intelligence chips up and running in data centers.| New York Times: |
Sources share details on the amorphous DOGE, largely a collection of Signal group chats coordinating US policy or personnel recommendations and recruitment — Mr. Musk has turned to Silicon Valley to help recruit executives who will take up unofficial positions across the federal government.| Kerry Flynn / Axios: |
T-Mobile agrees to acquire Vistar Media, which focuses on programmatic digital out of home advertising, for $600M in cash; the deal is expected to close in Q1 — T-Mobile has agreed to acquire Vistar Media, an ad tech firm specializing in digital out-of-home, for $600 million, the companies announced on Monday
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