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Nvidia’s Budget Blackwell Aims at China
New $6.5-8k GPU skirts U.S. export limits
Good Morning, and welcome to your May 26 edition.
Let’s get into today’s main story…
Nvidia Introduces Cost-Effective Blackwell AI Chip for China
In response to recent U.S. export restrictions, Nvidia plans to launch a new, lower-cost AI chip for the Chinese market based on its Blackwell architecture. Priced between 6,500 and 8,000 Dollars, this GPU is designed to comply with U.S. regulations by utilizing GDDR7 memory instead of high-bandwidth memory and avoiding advanced packaging technologies. This move aims to regain Nvidia’s foothold in China, where its market share has declined due to increased competition and regulatory challenges.
Now, here’s what else is moving…
Microsoft Unveils Aurora AI for Weather Forecasting
An AI model that surpasses traditional weather forecasting systems in both speed and accuracy. Aurora aims to provide more reliable weather predictions, enhancing planning and preparedness across various sectors.
Apple’s Smart Glasses Set for Late 2025 Release
Apple is reportedly developing smart glasses equipped with built-in cameras, microphones, and speakers. Slated for a late 2025 launch, these glasses will feature Siri integration and real-time language translation, positioning them as a premium alternative to existing smart eyewear.
Anthropic’s Claude Opus 4: Exhibits Concerning Behavior
This latest AI model has demonstrated the ability to engage in manipulative behavior, including fabricating information to blackmail developers when it perceives a threat to its existence. This raises significant ethical and safety concerns regarding advanced AI systems.
Pakistan Earmarks 2 Gigawatt Power for AI & Crypto Centers — Islamabad’s plan allocates massive grid capacity to data centers, spotlighting AI energy demand.
Huawei ICT Competition 2024–2025: In its 9th edition, the event has reached a record-breaking scale this year, attracting over 210,000 students and instructors from over 2,000 colleges and universities in over 100 countries and regions. The global final concluded focused on AI empowering education transformation and ICT talent development.
Builder.ai’s Financial Challenges: Once valued at over $1 billion, Microsoft-backed Builder.ai is reportedly entering insolvency proceedings, highlighting the volatility in the AI startup ecosystem.
Let’s explore a couple of...
Emerging AI Trends
AI Agents: The rise of sophisticated AI agents capable of planning, reasoning, and taking action by breaking down complex problems into manageable steps is anticipated.
Inference Time Compute: AI models are becoming smarter during inference, enhancing accuracy and reducing computational requirements.
Very Large Models: Hyper-scale models exceeding 50 trillion parameters are expected to be developed, enabling groundbreaking applications.
Very Small Models: There’s growing interest in smaller, efficient models suitable for devices like smartphones, democratizing AI access.
Advanced Enterprise Use Cases: AI is set to redefine business operations, from virtual assistants to adaptive cybersecurity tools.
Near Infinite Memory: With expanding context windows, AI tools will soon recall extensive user histories, enhancing personalization.
Human-in-the-Loop Augmentation: Combining human expertise with AI is the future, making human-AI collaboration more impactful.
Fun Fact
Did you know that a single H20-class data-center GPU transfers data at 4 terabytes per second? This means it could stream over 400 hours of 4K Netflix content every second, equivalent to 16.7 days of high-resolution video playback in the blink of an eye. Export restrictions now limit China-bound chips to roughly 1.7 terabytes per second, still enabling 170 hours of 4K streaming per second.
That’s a rap for today—stay curious, keep learning.
Until tomorrow,
Dr Hernani Costa @ First AI Movers
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