May '25 • 📰 Daily Newsletter
⛔️ NVIDIA's 3rd export workaround - May 26th News Discussion
1. NVIDIA's Third Export Restriction Workaround
- New cheaper AI chip designed specifically for China launching next month
- Blackwell-based chip priced at $6,500-$8,000 vs restricted H20's $10,000-$12,000
- Market share plummeted from 95% to 50% since 2022 US export restrictions began
- CEO Jensen Huang calls restrictions "a failure" warning they'll accelerate China's chip independence
2. Microsoft's AI Weather System Beats Expert Forecasters
- Aurora AI trained on 1M+ hours of weather data outperforms traditional meteorology
- Predicted Philippines' Typhoon Doksuri 4 days in advance, beating expert predictions
- Generates forecasts in seconds vs hours for legacy supercomputer systems
- Open-source model integrating into MSN weather app for hourly forecasts
3. OpenAI Expands into South Korea
- First Seoul office opening to serve second-largest ChatGPT subscriber base globally
- Follows recent Japan and Singapore office launches as Asian expansion continues
- Partnership expansion with KakaoTalk messaging app used by 90% of South Korean population
Other Developments:
- AI consulting market projected 8X growth to $54.7B by 2032
- Featured startup: Mem AI ($110M valuation for GPT-4 powered note-taking)
- Quick hits: OpenAI upgrades Operator, Google rolling out AI commute congestion model
What's your perspective on these developments? Is NVIDIA's strategy of creating export-compliant chips the right approach, or will it ultimately accelerate China's domestic chip development as Jensen Huang warns?
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⛔️ NVIDIA's 3rd export workaround - May 26th News Discussion
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