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July 15, 2025, 1:13 PM
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memeorandum
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| Mackenzie Hawkins / Bloomberg: |
Nvidia plans to resume H20 sales to China after the US assured it AI chip shipments would be approved, reversing the Trump administration's stance from April — US government officials told Nvidia they would green-light export licenses for its H20 artificial intelligence accelerator …
More: NVIDIA, New York Times, Tom's Hardware, CNBC, Wall Street Journal, Reuters, Benzinga, Engadget, HotHardware, TechCrunch, VideoCardz.com, Mercury News, Associated Press, Washington Examiner, TechRadar, Forbes, Taipei Times, CNBC, Alternet.org, Asia Financial, RCR Wireless News, MarketWatch, Motley Fool, BBC, Investing.com, The Decoder, New York Post, Yahoo Finance, Semafor, Daily Mail, Wall Street Journal, UPI, Finance Magnates, Wall Street Pit, WinBuzzer, Investment Monitor, Livemint, implicator.ai, Gizchina.com, Finbold, TechNode, Euronews, Capacity Media, Network World, Patently Apple, Bloomberg, Axios, TechPowerUp, The Straits Times, PC Gamer, The Indian Express, Times of India, The Register, Business Standard, Business Insider, Mobile World Live, Investor's Business Daily, Cryptopolitan, Financial Times, Forexlive, Axios, Reuters, Ukrainian National News, and Bloomberg Law
Bluesky: @ljkawa and @carnage4life
X: @mackhawk, @kashyap286, @kakashiii111, @morningbrew, @dylanmatt, @ryanfedasiuk, @nvidianewsroom, @chellaney, @trendforce, @divestech, @ns123abc, @munster_gene, @mackhawk, @kanthan2030, and @jingjing_li
Forums: r/worldnews, r/wallstreetbets, r/NVDA_Stock, r/stocks, and r/StockMarket
| Financial Times: |
The US Commerce Department opens national security probes into imports of unmanned aircraft systems and polysilicon supply chains, used in chip manufacturing — Investigations could lead to tariffs on unmanned aircraft systems and polysilicon — The US commerce department has launched …
More: Engadget, DroneDJ, PV Tech, Reuters, and The Korea Herald
| Mackenzie Hawkins / Bloomberg: |
More: New York Times, TechPowerUp, CNBC, Washington Post, WinBuzzer, implicator.ai, and Yahoo Finance. Forums: r/hardware
| Brian Krebs / Krebs on Security: |
Researcher: a DOGE employee inadvertently published a private API key for xAI on GitHub on July 13, exposing access to 52+ LLMs, like a Grok version from July 9 — Marko Elez, a 25-year-old employee at Elon Musk's Department of Government Efficiency (DOGE), has been granted access … | ProPublica: |
Investigation: Microsoft uses engineers in China to help maintain US DOD systems, with minimal supervision by US personnel, leaving sensitive data vulnerable — The Pentagon bans foreign citizens from accessing highly sensitive data, but Microsoft bypasses this by using engineers in China …
More: Business Insider and WinBuzzer
Bluesky: @quinnypig.com, @malwarejake, @irhottakes, @tonystark, @mrfresh, @themorrancave, and @abeardedpanda
Forums: Hacker News and r/cybersecurity
| Carlos Caminada / Bloomberg: |
Apple signs a $500M deal to buy rare-earth minerals from US producer MP, which secured Pentagon backing last week, as it seeks to reduce its dependence on China — Apple Inc. has struck a $500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
More: Apple, Breitbart, AppleInsider, Barron's Online, Benzinga, Engadget, Business Insider, Wall Street Journal, TechCrunch, Fierce Electronics, CNBC, Fox Business, The Verge, Washington Times, Yahoo Finance, Fortune, Tech Times, UPI, Reuters, MacRumors, Wall Street Pit, Mobile World Live, iDownloadBlog.com, Anadolu Ajansı …, 9to5Mac, The Mac Observer, Motley Fool, Wall Street Journal, iClarified, Computerworld, The Apple Post, Fast Company, Financial Times, Proactive, Business Wire, ZeroHedge News, NERDS.xyz, Cult of Mac, MacTech.com, Investor's Business Daily, Morningstar, Inc., Phone Scoop, and Forbes. Forums: r/apple
| Shirin Ghaffary / Bloomberg: |
Anthropic launches Claude for Financial Services, designed to help analysts conduct market research and handle due diligence, with data from FactSet and others — Artificial intelligence startup Anthropic is launching a package of new software services aimed at streamlining work for financial analysts …
More: Anthropic, Axios, Constellation Research, and WinBuzzer
| Bloomberg: |
Sources: the US DOJ and CFTC ended a pair of investigations into crypto betting platform Polymarket that started in the waning days of the Biden administration — A pair of US investigations into crypto-betting platform Polymarket that went full-throttle in the waning days of the Biden administration …
More: CoinDesk, Decrypt, The Block, Benzinga, CoinGape, ZeroHedge News, BeInCrypto, Cointelegraph, and TheStreet
X: @shayne_coplan and @lex_node
| Martha Muir / Financial Times: |
Google signs two 20-year power purchase agreements worth $3B to access hydroelectric power from Brookfield's renewables arm, starting with up to 670MW of power — Tech groups seeking renewable energy to meet huge demand from artificial intelligence — Google has reached a $3bn deal … | Dina Bass / Bloomberg: |
| Malcolm Owen / AppleInsider: |
Apple seems to be working on adding CUDA support to open-source ML framework MLX, which may mean that code developed using MLX would work with CUDA — Nvidia's hardware is often used to process machine learning applications — A project is trying to cut the cost of making machine learning applications … | Jon Brodkin / Ars Technica: |
Reddit says it is now verifying UK users' ages using Persona before letting them “view certain mature content”, to comply with the country's Online Safety Act — Reddit announced today that it has started verifying UK users' ages before letting them “view certain mature content” …
More: Engadget, The Verge, TechCrunch, KnowTechie, Biometric Update, Mashable, Notebookcheck, TechIssuesToday.com, BBC, and Mediaweek
Bluesky: @socialmedialab.ca, @mikestabile, and @craiggrannell
| Rebecca Bellan / TechCrunch: |
Mistral releases Voxtral, its first open source AI audio model family, and says its API transcription offerings are cheaper than models from OpenAI and Google — As AI systems become more capable, speech is fast becoming the default way we communicate with machines.| New York Times: |
Researchers: during and after the 12-day Iran-Israel war, both sides engaged in psychological warfare that used AI content and social media to spread propaganda — The 12-day conflict was marked by a flurry of propaganda, disinformation and covert operations aided by artificial intelligence and spread by social media.| Amy Feldman / Forbes: |
OpenEvidence, whose free AI search tool has signed up 40% of doctors in the US, raised $210M led by GV at a $3.5B valuation, up from $1B in February — Daniel Nadler started OpenEvidence to help physicians sort through a deluge of medical research. Now, he's raised $210 million at a $3.5 billion valuation.
More: OpenEvidence
| Reuters: |
PitchBook: US startup funding surged 75.6% YoY in H1 2025 to $162.8B, the strongest since H1 2021, driven by AI and on track for the second-best year ever — U.S. startup funding surged 75.6% in the first half of 2025, thanks to the continued AI boom, putting it on track for its second-best year ever …
More: The Economic Times
Sponsor Posts
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Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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