AI Stock Wire

Saturday 7 November

The US let Nvidia sell chips to an empty office in China

An image of Nvidia’s logo

AI-generated summary The government is approving sales of Nvidia artificial intelligence chips to Chinese firms that have ties to blacklisted companies. Concerns are being raised that neither the Commerce Department nor Nvidia are conducting adequate due diligence on the approved firms.

Also covered by AIStockWire www.tomshardware.com tftc.io
+3 moreWccftech Investing.com Hindustan Times

Democrat shaping AI policy bought chip stocks despite backing congressional trading ban

AI-generated summary Representative Josh Gottheimer, who helps shape his party's artificial intelligence agenda, disclosed new purchases of artificial intelligence linked stocks. His spokesman, Haraden Bottomley, said the congressman turned over control of his investments to a third party with full investment discretion before taking office in 2017.

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Friday 6 November

China reportedly recruited AI exec to spy on Jensen Huang

STKP210_JENSEN_HUANG_A

AI-generated summary China reportedly recruited Megaspeed executive Alice Huang to gather intelligence on Nvidia CEO Jensen Huang regarding American artificial intelligence chips. Three House committees requested that Jensen Huang appear for a joint briefing concerning his interactions with Alice Huang.

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Notes from Apple’s Siri AI Labs: Schemas, Tools, and Skills

AI-generated summary Apple discussed Siri AI updates during an online Apple Intelligence Group Lab, detailing changes to schemas, tools, and skills for developers. Apple stated that Siri will be able to directly access App Intents defined as tools and noted that apps are limited to forty tools.

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+2 moreTNW | Apple Macworld

Thursday 5 November

Anthropic IPO Faces $500 Billion Valuation Hit After Tech Stocks Plunge

AI-generated summary Anthropic filed for its initial public offering on Oct. 26 without setting a price range or stating the size and valuation of its listing. Media reports indicate that a major tech stock selloff on Thursday could impact the timing and valuation of the planned offering.

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Google Plans to Spend $17 Billion on Wyoming Data Center

AI-generated summary Alphabet Inc.'s Google plans to invest seventeen billion dollars to construct a new data center located in Wyoming. The investment announcement follows recent US midterm elections where voters and candidates supported stricter regulations and limits on artificial intelligence projects.

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+2 moreTechCrunch www.inc.com

"Used 5% of the time": AI already made your RAM pricier, and now OpenAI's Sam Altman says it's wasted in your Windows PC

AI-generated summary OpenAI CEO Sam Altman stated on a podcast that keeping limited DRAM in personal computers used five percent of the time is quite terrible for global allocation. Microsoft executive Satya Nadella instead promotes unmetered intelligence with models running locally on Windows PCs.

Also covered by theverge.com XDA videocardz.com Engadget www.tomshardware.com Decrypt sdxcentral.com Digital Trends PC Gamer AIStockWire
+3 moretechradar.com CNET inc.com

(2nd LD) Seoul shares plunge over 5 pct on AI regulation concerns after U.S. midterms

AI-generated summary South Korean stocks are available for trading on the KOSPI index after dropping more than 5 percent following the U.S. midterm elections. Kim Seok-hwan, an analyst at Mirae Asset Securities, says the election outcome sparked foreign selling and raised concerns over tighter regulations on artificial intelligence data centers.

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Wednesday 4 November

Goldman Sachs: 45% of planned US data centre capacity faces state pauses, but likely short-lived

AI-generated summary Goldman Sachs released a note estimating that states likely to tighten rules on data centres account for about 45% of planned US capacity. Goldman Sachs says the political backlash against data centres is a delay story rather than a demand collapse, which may limit further downside if pauses prove brief.

Also covered by AIStockWire marketwatch.com news.bloomberglaw.com

Satellite images expose potential trouble behind Microsoft's $5 billion AI spending shortfall

AI-generated summary Satellite analysis from research firm Aterio released details indicating that infrastructure delays by third-party cloud providers may explain why Microsoft spent $5 billion less than expected on artificial intelligence last quarter. The research firm Currence estimates that 30% to 50% of planned data center capacity initially scheduled to come online this year could be pushed into 2027 or later due to electricity shortages and other construction issues.

Also covered by AIStockWire tftc.io

Ohio already has 125 local data center moratoriums. Early results from its 21 ballot measures on AI infrastructure have determined there will be more

A women holds a protest sign reading "Defend Youngstown from corporate greed."

AI-generated summary Ohio voters released early results showing the rejection of AI infrastructure across numerous ballot measures on Tuesday. At least 14 municipalities passed bans or other restrictions on data centers as communities opposed the AI buildout.

Also covered by AIStockWire datacenterdynamics.com Decrypt