The US administration has imposed a 25% tariff on select AI semiconductors, including Nvidia's H200 chips, shipped to China.
Why it matters
This regulatory move may have long-term implications for the global AI semiconductor market and China's domestic tech industry.
Community talk
NVIDIA's new 8B model is Orchestrator-8B, a specialized 8-billion-parameter AI designed not to answer everything itself, but to intelligently manage and route complex tasks to different tools (like web search, code execution, other LLMs) for greater efficiency
Nvidia: End-to-End Test-Time Training for Long Context aka Being Able To Update A Model's Weights In Real-Time As You Use It | "TTT changes the paradigm from retrieving info to learning it on the fly...the TTT model treats the context window as a dataset & trains itself on it in real-time." [R]
Trump gives broad powers to its officials to decide which company gets access to NVIDIA Chips. Great for Musk's XAI. Not so great for all other AI companies.
Google went from being "disrupted" by ChatGPT, to having the best LLM as well as rivalling Nvidia in hardware (TPUs). The narrative has changed. Is it genuine or just PR hype