Podcasts about H20

Cash on the sidelines.... (that thesis is coming back) ATH - Fed cut, AI earnings, buybacks... (Sentiment) Most hated stocks - more hate PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - AI - the promise and the theft - Need a new CTP stock! - Most hated stocks - more hate - Football Season !!!!!!!!! Markets - ATH - Fed cut, AI earnings, buybacks... (Sentiment) - NVDA under China's microscope - Cash on the sidelines.... (that reason coming back) - StubHub IPO coming (thieves, but make $ for company) Once again - House to put forth stopgap bill that would fund government through November 21; vote expected Friday CPI and Jobs - The consumer price index posted a seasonally adjusted 0.4% increase for the month, the biggest gain since January, putting the annual inflation rate at 2.9%. ---For the vital core reading that excludes food and energy, the August gain was 0.3%, putting the 12-month figure at 3.1%, both as forecast. Fed officials consider core to be a better gauge of long-run trends. The central bank's inflation target is 2%. - The Labor Department reported a surprise increase in weekly unemployment compensation filings to a seasonally adjusted 263,000, the highest since October 2021. - The reports provide the final pieces of a complicated data puzzle that central bankers will review at their two-day policy meeting that concludes Sept. 17. Retail Sales - Can't count out the US Consumer - THEY CONSUME - Retail sales increase 0.6% in August, beating expectations - Core retail sales rise 0.7%; July gain unrevised at 0.5% - Higher prices account for some of the rise in sales, but consumers also showing resilience - Import prices increase 0.3% amid strong gains in capital, consumer goods Fed Day  - Odds are 100% for 0.25 cut and 3.9% for a 0.50% cut - Lots of talk about 3 cuts for 2025 (Sept, Oct, December) - Gold hitting new highs, silver up there (Schiff on TDI Podcast this week) - Cook not allowed to be fired Google - Welcome to the TRILLION dollar market cap club - Even with the concern over AI eating up search - stock is ATH after the recent court ruling -- Probably also due to free input for their LLMs - The owner of Rolling Stone, Billboard and Variety sued Google on Friday, alleging the technology giant's AI summaries use its journalism without consent and reduce traffic to its websites. - The lawsuit by Penske Media in federal court in Washington, D.C., marks the first time a major U.S. publisher has taken Alphabet-owned Google to court over the AI-generated summaries that now appear on top of its search results. - News organizations have for months said the new features, including Google's "AI Overviews," siphon traffic away from their sites, eroding advertising and subscription revenue. - Penske, a family-owned media conglomerate led by Jay Penske and whose content attracts 120 million online visitors a month, said Google only includes publishers' websites in its search results if it can also use their articles in AI summaries. - Without the leverage, Google would have to pay publishers for the right to republish their work or use it to train its AI systems, the company said in the lawsuit. I NVDA - China says Nvidia violated anti-monopoly law after preliminary probe - China's market regulator on Monday said that Nvidia violated the country's anti-monopoly law, according to a preliminary probe, adding that Beijing would continue its investigation into the U.S. chip giant. - Surely if USA allows access to the H20 chip that this will go away.... Tesla Shares - First, company is not doing well - as a company - but stock is performing

Not too long ago, NVIDIA was a niche tech company known for the graphics cards that powered computer gaming. Thanks to skyrocketing growth over the past few years, today, it's a $4 trillion behemoth that designs cutting-edge chips necessary for frontier AI development. It's an American company based in Santa Clara, CA. But, like so many other companies, it relies on foreign firms to manufacture its designs—primarily Taiwan Semiconductor Manufacturing Company.Intel is the only major American company that manufactures its own advanced semiconductors, or chips, but the once iconic firm is on an opposite trajectory. In the 1990s and early 2000s, Intel's microprocessors powered over 90% of PCs and the company was one of the world's most valuable. But intel missed the boat on two major tech developments—smartphones and AI—leaving the company a shell of its former glory.NVIDIA soared while Intel declined, but the two share in common a rollercoaster relationship with Washington and the Trump Administration over their ties to China.  After moving to ban NVIDIA from exporting its H20 chip to China, President Trump reversed the ban in exchange for NVIDIA giving a 15% cut of the sales to the US government. Last month, Intel CEO Lip-Bu Tan came under fire for his ties to and investments in Chinese companies, leading Trump to call for his immediate resignation. A few weeks later, Trump announced that the US government would take a 10% stake in Intel for about $10 billion in outstanding CHIPS Act grants, and Trump praised Tan for his affirmed commitments to US interests.The two companies are at the heart of the most significant tech policy debates in the world—from industrial policy to how to balance a desire to export American technology with the need to safeguard trade secrets and AI advantages. Evan is joined by Oren Cass, founder and chief economist of American Compass. Oren has been a staunch supporter of the CHIPS Act and industrial policies that he believes are necessary to restore high-tech American manufacturing, particularly in semiconductors. He's also been highly critical of the Administration's recent moves to allow NVIDIA to export more of its chips to China. Read his op-ed in The Washington Post on NVIDIA's H20 and his newsletter on the topic, as well as his recent op-ed in Commonplace on NVIDIA's potential antitrust problems. See his newsletter here for more on his reaction to the U.S. government's equity stake in Intel.

美中經貿會談，在馬德里，如火如荼展開，但中國當局，最近調查結果出爐，指控輝達，在2020年，邁絡思收購案中，涉嫌違反中國反壟斷法。不過許多分析質疑，中國是因為美國對中國的晶片禁令，才找輝達的麻煩，先前質疑H20晶片的安全漏洞，就是一個例子。 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

En la edición de hoy de Radar Empresarial, abordamos las recientes investigaciones por supuestas prácticas antimonopolio que enfrenta Nvidia en China. Las autoridades chinas han iniciado una pesquisa preliminar contra la empresa estadounidense de semiconductores, señalando posibles infracciones a sus normativas de competencia. El centro de esta investigación sería la compra que realizó Nvidia en 2019: la adquisición de Mellanox Technologies, una empresa israelí dedicada a soluciones de conectividad para centros de datos. Esta fue, hasta la fecha, la operación más grande de Nvidia, valorada en 6.900 millones de dólares. El interés de Nvidia por Mellanox surgió debido a la tecnología Infiniband, un sistema de interconexión de alta velocidad fundamental para aplicaciones de inteligencia artificial. Al incorporar esta empresa, Nvidia no solo reforzaba su posición en el ámbito de los centros de datos, sino que también expandía su presencia en el mercado de servidores, un área donde todavía tenía debilidades. Pese a que Mellanox es una firma israelí, la adquisición necesitaba el visto bueno de los reguladores chinos, dado que una parte importante de sus operaciones y ventas se realizaban en el país asiático. Hasta el momento, las autoridades chinas no han especificado las razones exactas por las que han reabierto el caso. No obstante, una de las condiciones impuestas en su momento fue que todos los productos vendidos en China cumplieran con términos justos, razonables y no discriminatorios. Aunque Nvidia asegura que ha actuado conforme a las leyes locales, la incertidumbre crece sobre las posibles implicaciones de esta revisión regulatoria. Si se llegara a determinar que Nvidia violó la ley, la compañía podría enfrentarse a sanciones económicas que oscilarían entre el 1% y el 10% de sus ingresos anuales del año anterior. Además, los reguladores podrían imponer restricciones, como la obligación de vender sus productos en China sin la tecnología de Mellanox. Esto se suma a las tensiones existentes en torno a sus chips H20, diseñados especialmente para el mercado chino, los cuales también han sido objeto de controversia a pesar del levantamiento parcial de restricciones por parte de Estados Unidos.

A.M. Edition for Aug 29. Alibaba's new chip will be made in China and seeks to offer an alternative to Nvidia's H20, as local companies work to build up an arsenal of homegrown technology. Plus, President Trump's trade policy, as well as higher commodity costs, are starting to trickle down to Americans' wallets, with a number of major U.S. firms saying they are raising prices on household staples. And WSJ columnist James Mackintosh explains why markets aren't panicking about President Trump's efforts to remove the Federal Reserve's Lisa Cook. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft is expanding its AI footprint with the release of two new models that its teams trained completely in-house. MAI-Voice-1 is the tech major's first natural speech generation model, while MAI-1-preview is text-based and is the company's first foundation model trained end-to-end. MAI-Voice-1 is currently being used in the Copilot Daily and Podcast features. Microsoft has made MAI-1-preview available for public tests on LMArena, and will begin previewing it in select Copilot situations in the coming weeks. In other news, NVIDIA revealed that its revenue for the second quarter rose 56 percent compared to the same period last year, and that's without shipping any H20 chips to China. It reported a revenue of $46.7 billion and a net income of $26.4 billion. And Fubo is making a move to attract new subscribers ahead of the NFL season. The company's new Fubo Sports bundle includes content from ESPN, Fox and local affiliates. The football-friendly package costs $56 monthly. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging conversation about Nvidia and what's next for the stock and the AI trade. The world's most valuable company posted a Q2 earnings beat, but the stock fell in reaction to lighter-than-expected data center revenue growth -- and a Q3 outlook that did not include H20 chip shipments to China. The anchors also discussed the lawsuit Fed governor Lisa Cook filed against the Trump Administration, contesting the president's move to fire her. Also in focus: The retail earnings parade led by Dollar General and Best Buy, Snowflake soars, upheaval at the CDC. Squawk on the Street Disclaimer

Today's AI Daily Brief examines AI's rise as a geopolitical flashpoint. The U.S. government's unprecedented 10% Intel stake via CHIPS Act funding, NVIDIA's halt of China-specific H20 production amid U.S.–China tensions, and the launch of a $100M+ PAC, “Leading the Future,” to shape AI policy, show how AI now drives national security, diplomacy, and domestic politics—setting the terms of America's technological leadership for years ahead.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? nlw@breakdown.network

Beth Kindig says "any dips on China should be bought" after Nvidia (NVDA) reports earnings. She considers sales to the country insignificant compared to the upside potential Nvidia's Blackwell will offer for the A.I. giant's runway as "demand outstrips supply." Brian Szytel will still keep an eye on the company's H20 chip sales in China, noting that it will offer another revenue stream the U.S. government was originally set on taking away.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Wes, Eneasz, and David keep the rationalist community informed about what's going on outside of the rationalist communitySupport us on Substack!News Links:Texas Democrats went homeNew congressional map has passedOn Nov 4th there will be a special election in CA to redistrict CA and add 5 dem seats to counter TexasTrump civil fraud penalty overturnedTrump sent national guard to DC.Various red states have also sent Nat Guard to supplement the 800 DC guardMostly sent to touristy areas, the safest parts of DCSection 740 says the takeover expires at 30 days and only continues if Congress acts.Washington D.C. has had zero (0) murders in the past week (as of 8/22/2025)Trump planning on sending national guard to ChicagoUS Government acquired 10% of IntelNvidia and AMD agreed to give the US government 15% of revenue from sales of their H20 and MI308 AI chips to China in exchange for export licensesTrump EO: one year in jail for flag burningDaily Beast: RFK is going to ban the covid vaccineFirst case of New World Screwworm found in the USPreviously had be wiped out in America/MexicoA Chinese Coast Guard cutter and PLAN destroyer were harassing a Phillipino coast guard cutter, until they collided with each other.Brandon Hererra is coming back for round 2 against Tony GonzalezNews You Can IgnoreAmerican Eagle Sydney Sweeney jeans ad is great baitAOC vidoes were AI fakes.AOL shutting down its dial-up service Sept 30th.Wyoming launches first state-backed stablecoin - Frontier Stable TokenHappy News!The Smithsonian Air and Space museum has taken possession of an F-15C Eagle with at least 2 confirmed kills from the same pilot, including a maneuver kill against an Iraqi MiG-29 in 1991.Captain Rico Rodriguez was engaged in a close-quarters, low-altitude dogfight against an Iraqi. While trying to avoid Rico's guns, the Iraqi pilot performed an inverted dive and crashed into the desert.CEQA no longer applies to infill building in CA!First baby born with 3 people's DNAGallup poll: globally, people evaluate their lives better than everTawian nuclear spokeswoman Crystal Yang chugged a bottle of nuke-exposed water on cameraGet drones to fly your Chipotle burrito to you, if you live in DallasBritain abandoned its demand that Apple provide backdoor access to any encrypted user dataBionic leg prostheticNew Apple watches can monitor your blood oxygen level again!Ghost Painter in Italian city of Brescia paints over graffiti at night while masked. Records self and posts on tiktokTroop DeploymentDavid - Negotiate your salaryEneasz - Wireborn Art Isn't ArtWes - MAiD is a scissorGot something to say? Come chat with us on the Bayesian Conspiracy Discord or email us at themindkillerpodcast@gmail.com. Say something smart and we'll mention you on the next show!Follow us!RSS: http://feeds.feedburner.com/themindkillerGoogle: https://play.google.com/music/listen#/ps/Iqs7r7t6cdxw465zdulvwikhekmPocket Casts: https://pca.st/vvcmifu6Stitcher: https://www.stitcher.com/podcast/the-mind-killerApple: Intro/outro music: On Sale by Golden Duck Orchestra This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit mindkiller.substack.com/subscribe

In this episode, we unpack the Trump administration's $8.9 billion deal to acquire a 9.9% stake in Intel, examining the underlying logic, financial terms, and political reactions from across the spectrum (00:33). We then cover Nvidia's sudden halt in H20 chip production for China, its plans for a Blackwell alternative, and what Beijing's self-sufficiency push means for the AI race (28:18).

美中貿易戰下，輝達晶片成為關鍵產品，承受美中兩方的壓力。輝達在與川普政府達成協議、同意支付15%抽成，以換取中國出口許可後，傳出已著手逐步停產，專門為中國市場設計的H20 晶片，並將研發重心轉向，更高性能的下一代產品。 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

China is accelerating the construction of an integrated national computing power platform, aiming to enhance the quality and efficiency of computational resources and strengthen the country's capabilities in core technologies such as AI chips, said officials and experts.官员和专家表示，中国正在加快建设国家综合计算能力平台，旨在提高计算资源的质量和效率，加强国家在人工智能芯片等核心技术方面的能力。As the backbone of AI development, computing power has become the battleground for global technological supremacy, and China is charging ahead with unprecedented momentum despite challenges, they said.他们表示，作为人工智能发展的支柱，计算能力已经成为全球技术霸权的战场，尽管面临挑战，中国正以前所未有的势头向前迈进。The move is China's latest plan to scale up the digital infrastructure that is key to buoying its AI economy and to hone its technological prowess in strategic industries.此举是中国扩大数字基础设施的最新计划，数字基础设施对于提振其人工智能经济和磨练其在战略行业的技术实力至关重要。Vice-Minister of Industry and Information Technology Xiong Jijun emphasized the government's commitment to "guiding the orderly development of computing infrastructure and improving the supply quality of computing resources" at the 2025 China Computational Power Conference, which concluded on Sunday in Datong, Shanxi province. 上周日，在山西大同市闭幕的2025中国计算能力大会上，工业和信息化部副部长熊吉军强调，政府致力于“引导计算基础设施有序发展，提高计算资源供应质量”。He emphasized the need to accelerate breakthroughs in key technologies such as graphic processing units and algorithms for large language models, which are crucial for sharpening China's competitive edge in AI.他强调，需要加快在图形处理单元和大型语言模型算法等关键技术上的突破，这对提高中国在人工智能领域的竞争优势至关重要。Roughly defined as the ability to process data, computing power includes technologies such as chips and data centers to support information processing, data storage and network capacity in the digital economy era.计算能力大致定义为处理数据的能力，包括芯片和数据中心等技术，以支持数字经济时代的信息处理、数据存储和网络容量。Wu Hequan, an academician at the Chinese Academy of Engineering, said that computing power is an invisible yet indispensable force behind any AI-driven metamorphosis, and that without enough computing power to process data, it is impossible to support large-scale AI applications.中国工程院院士吴贺铨表示，计算能力是任何人工智能驱动的蜕变背后一股无形但不可或缺的力量，没有足够的计算能力来处理数据，就不可能支持大规模的人工智能应用。"Every yuan ($0.14) invested in computing power drives 3 to 4 yuan in GDP growth," Wu said. "In the global race for AI leadership, expanding computing power supply is critical." “在计算能力上每投入1元（0.14美元），就能带动3到4元的GDP增长，”吴说。“在争夺人工智能领导地位的全球竞争中，扩大计算能力供应至关重要。”China's total computing power has been growing at approximately 30 percent annually, driven largely by soaring demand for intelligent computing fueled by AI applications, data from the Ministry of Industry and Information Technology showed.工业和信息化部的数据显示，受人工智能应用推动的智能计算需求飙升的推动，中国的总计算能力以每年约30%的速度增长。Rao Shaoyang, director of the strategic development research institute of the China Telecom Research Institute, said, "AI is expected to contribute over 11 trillion yuan to China's GDP by 2035."中国电信研究院战略发展研究所所长饶少阳表示：“到2035年，人工智能预计将为中国的GDP贡献超过11万亿元人民币。”"That will account for 4 to 5 percent of the total economy," Rao said. "This growth could multiply computing power demand by 10 or even a hundred times." “这将占到经济总量的4%到5%，”Rao说。“这种增长可能会使计算能力需求增加10倍甚至100倍。”To address this demand, China is building a nationwide computing power platform that integrates resources across regions and industries. The platform, described as a "unified network" for computing power scheduling, already includes subplatforms from 10 provinces and municipalities such as Shanxi, Liaoning, Jiangsu and Shanghai, according to the ministry.为了满足这一需求，中国正在建设一个全国性的计算能力平台，整合跨地区和行业的资源。据该部称，该平台被描述为计算能力调度的“统一网络”，已经包括来自山西、辽宁、江苏和上海等10个省市的子平台。Its intelligent scheduling capabilities allow efficient matching of supply and demand. For example, enabling businesses in eastern China to leverage idle computing resources in western China, significantly reducing costs and improving efficiency.其智能调度功能允许有效匹配供需。例如，使华东地区的企业能够利用西部地区的闲置计算资源，从而显著降低成本，提高效率。In one notable case, a Beijing-based healthcare company completed an AI computing task using resources from the Ningxia Hui autonomous region at a cost of just 10,000 yuan, compared with the typical expense of over 2 million yuan for purchasing and maintaining servers.在一个值得注意的案例中，北京一家医疗保健公司利用宁夏回族自治区的资源完成了一项人工智能计算任务，成本仅为1万元，而购买和维护服务器的典型费用超过200万元。According to Wei Liang, vice-president of the China Academy of Information and Communications Technology, more than 100 computing service providers have joined the platform, along with over 1,000 registered enterprise users, while nearly 100 large language models have been connected, providing diverse online services to more than 1,000 developers.据中国信息通信技术研究院副院长魏亮介绍，已有100多家计算服务提供商加入了该平台，以及1000多名注册企业用户，同时连接了近100种大型语言模型，为1000多名开发人员提供了多样化的在线服务。Meanwhile, Chinese AI chip companies are also working hard to beef up their prowess in graphic processing units, prompting their stocks to be favored by investors, as the US company Nvidia's H20 chips face weak demand in China.与此同时，中国人工智能芯片公司也在努力增强其在图形处理单元方面的实力，这促使它们的股票受到投资者的青睐，因为美国公司英伟达（Nvidia）的H20芯片在中国面临疲软需求。On Monday, Chinese AI chip stocks continued their strong upward trajectory, with Cambricon Technologies emerging as a potential challenger to beverage giant Kweichow Moutai for the title of the highest-priced stock on the A-share market.周一，中国人工智能芯片股票继续强劲上涨，寒武岩科技（Cambricon Technologies）成为饮料巨头贵州茅台（贵州茅台）在a股市场上价格最高股票头衔的潜在挑战者。Cambricon closed at 1,384.93 yuan per share on Monday, surging 11.4 percent for the day. Since mid-July, its share price has more than doubled, and it has skyrocketed by more than 562 percent since September 2024. The company now trails only Moutai, which ended the session at 1,490.33 yuan per share.寒武纪周一收于每股1384.93元，当日上涨11.4%。自7月中旬以来，其股价上涨了一倍多，自2024年9月以来，其股价飙升了562%以上。该公司目前仅次于茅台，该股收于1,490.33元。The AI chip intellectual property products of Cambricon, which was founded in 2016, have powered smartphones and data server chips, including those made by Huawei Technologies Co and Alibaba Group. 寒武纪成立于2016年，其人工智能芯片知识产权产品已为智能手机和数据服务器芯片提供支持，包括华为技术有限公司和阿里巴巴集团生产的芯片。Chen Tianshi, co-founder and CEO of Cambricon Technologies, said in an earlier interview with China Daily that "there is rigid demand for AI chips in China. We don't worry about orders, as long as our technologies are strong enough".寒武纪科技联合创始人兼首席执行官陈天石在早些时候接受《中国日报》采访时表示，“中国对人工智能芯片存在刚性需求。我们不担心订单，只要我们的技术足够强大。”Pan Helin, a member of the Ministry of Industry and Information Technology's Expert Committee for Information and Communication Economy, said, "The Nvidia incident offers a strategic window for ambitious Chinese AI chip designers to expand their market share."工业和信息化部信息通信经济专家委员会成员潘鹤林表示：“英伟达事件为雄心勃勃的中国人工智能芯片设计师提供了一个战略窗口，以扩大他们的市场份额。”l integrated national computing power platform n.国家综合计算能力平台/ˈɪntɪɡreɪtɪd ˈnæʃnəl kəmˈpjuːtɪŋ ˈpaʊə ˈplætfɔːm/l AI chips n.人工智能芯片/eɪ aɪ tʃɪps/

In this episode of Hashtag Trending, host Jim Love covers the latest in tech news. Key topics include Elon Musk's launch of Macro Hard, an AI-only software company aimed at challenging Microsoft's AI dominance, and Nvidia's halted H20 chip production due to China's tightening regulations. The episode also discusses vulnerabilities in Starlink's satellite internet revealed by recent power cuts, ChatGPT's covert reliance on Google search despite its ambition to replace it, and a failed sabotage attempt by a UK IT administrator. Tune in for a detailed analysis of these headlines and their implications. 00:00 Introduction and Headlines 00:31 Elon Musk's Macro Hard: A New AI Rival 02:13 Nvidia Halts H20 Chip Production Amidst China Tensions 04:03 Starlink Power Cuts: Exposing Satellite Internet Weaknesses 05:31 OpenAI's Secret Reliance on Google Search 06:57 IT Administrator's Sabotage Attempt Gone Wrong 08:05 Conclusion and Show Wrap-Up

We talked recently about how Nvidia wasn't home free in China just yet, and low and behold, they're stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buying OpenAI together? And of course, the Weekend Longreads Suggestions. Links: Nvidia Orders Halt to H20 Production After China Directive Against Purchases (The Information) Meta Signs $10 Billion-Plus Cloud Deal With Google (The Information) Elon Musk tried to enlist Mark Zuckerberg in $100bn bid for OpenAI (Financial Times) OpenAI Is Challenging Google—While Using Its Search Data (The Information) Weekend Longreads Suggestions: He Sold His Likeness. Now His Avatar Is Shilling Supplements on TikTok. (NYTimes) Bill Gates meets Willy Wonka: How Epic's 82-year-old billionaire CEO, Judy Faulkner, built her software factory (CNBC) Mutant Podcast Army Fantasy Football League Link poyeg1 Learn more about your ad choices. Visit megaphone.fm/adchoices

As Federal Reserve Chair Jay Powell speaks at the Jackson Hole Economic Policy Symposium, another Fed official remains in the headlines. Former Assistant AG at the DOJ Jonathan Kanter discusses allegations against Fed Governor Lisa Cook. Tennis coach and former pro Brad Gilbert discusses the evolution of tennis and racquet sports ahead of the U.S. Open kick off this weekend in New York. Plus, Elon Musk asked Mark Zuckerberg for help in an OpenAI takeover earlier this year, and Nvidia has reportedly asked some suppliers to stop production of components needed for the H20 chip planned for the Chinese market.  Brad Gilbert - 15:33Jonathan Kanter - 28:06 In this episode:Brad Gilbert, @bgtennisnationBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

Andrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole. Song: A New Man - Jerry HutchesonFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Chuck Zodda and Paul Lane discuss Jerome Powell's speech at Jackson Hole and highlight key sections that point towards a possible September rate cut. Markets soar off Powell's comments. The big retailers are thriving in the tariff economy. Nvidia asks suppliers to half production of H20 chips. How to maximize your Roth IRA. Chili's pays staff big bonuses after record sales.

Nvidia (NVDA) says it will halt H20 chip production. CEO Jensen Huang says the company is in talks with the U.S. to sell a more advanced A.I. chip to China. Following the news and ahead of next week's earnings, Rick Ducat dials up the technical perspective on its chart. Later, Tom White composes a bullish call vertical example trade. Using the Sep. 19 options expiry, he explains why the strategy doesn't necessarily rely on its upcoming earnings report.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Friday is the day Fed chair Jerome Powell speaks at Jackson Hole. Kevin Hincks talks about the scenarios that can ignite a sell-off or lead to a rally. As he explains, it comes down to how he presents the latest round of inflation and jobs data. As for Nvidia (NVDA), Kevin looks into reports saying the A.I. giant ordered to halt production of its H20 chips. It comes as the company readies a new design for China.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The focus is on Jackson Hole, WY., ahead of U.S. Federal reserve Chairman Jerome Powell's keynote speech. The summit is overshadowed by political pressure over interest rates with policy makers divided over the forecast. Kansas City Fed chair Jeffrey Schmid tells CNBC a September rate cut is not set in stone. Wall Street is in the red with the S&P 500 suffering its longest losing streak since the start of the year as investor jitters over the A.I. outlook affect the world's biggest tech firms. Nvidia is set to cease production of its China-focused H20 chip as authorities cite security concerns and urge local tech firms to stop all purchases. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Chinese President Xi is unlikely to attend ASEAN Leaders' Summit in October, "dashing hopes of a meeting with US President Trump at the summit"; while Premier Li is set to represent China, according to two regional sources cited by ReutersEuropean bourses move higher; US equity futures also gain as the RTY +0.4% outperforms; NVIDIA -1% after H20 production halt.DXY holds an upward bias post-PMIs on Thursday, whilst fixed income trades steady into Fed Chair Powell.Choppy trade in the crude complex, as traders digest halts to the Druzhba pipeline; sideways trade across precious metals.Looking ahead, highlights include Canadian Retail Sales, Fed's Jackson Hole Symposium (August 21st-23rd); Speakers include Fed Chair Powell, Hammack and Collins.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Las acciones de Nvidia retroceden luego que dijera a proveedores suspender trabajos relacionados al chip H20; ola de violencia sacude a Colombia; Sebastian Boyd, estratega de mercados de Bloomberg News, explica por qué el discurso de hoy de Jerome Powell en el cónclave de Jackson Hole es de suma importancia para los mercados.Newsletter Cinco cosas: bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Eduardo ThomsonSee omnystudio.com/listener for privacy information.

Send us a textIn this episode of Embedded Insiders, Contributing Editor Rich Nass chats with Earle Foster, Senior Vice President of Sales at Sealevel Systems, about how to build embedded systems without starting from scratch. They explore when to rely on fully custom and off-the-shelf components, and where semi-custom solutions are most suitable.Later, Ken talks with Soracom Co-Founder and CTO Kenta Yasukawa about the company's latest GenAI developments, with a brief mention of our upcoming AI at the Edge Day.But first, Ken and I break down the latest news on NVIDIA's H20 chip and developing export regulations around advanced AI chips.For more information, visit embeddedcomputing.com

In weeks podcast, we unpack Donald Trump's controversial deal with Nvidia and AMD — a 15% revenue-sharing arrangement that allows U.S. AI chips to be exported to China. Is this a clever geopolitical strategy or a dangerous precedent that monetizes national security?We explore:How the deal was brokered and what it means for U.S. trade policyLegal and constitutional concerns surrounding export controlsStrategic risks of enabling China's AI developmentComparisons to China's rare earth leverage and Xi Jinping's CEO controlThe broader pattern of Trump's executive interference in private enterpriseFeaturing analysis on the H20 chip, inference bottlenecks, golden shares, and the future of American capitalism.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

Michael Allen talks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains that while trade talks are in a "tactical pause," China's dominance in rare earth minerals and its willingness to use them as leverage reveal a key US vulnerability. The conversation also explores the debate over US semiconductor export controls. He argues that selling advanced chips like Nvidia's H20 to China's military and intelligence apparatus undermines America's technological edge. Craig also explores China's market-dominating strategies in materials like polysilicon and technologies such as LIDAR and display technologies, which pose risks related to supply chain choke points and potential cyber-physical vulnerabilities.

Hakuro Matsuda さんをゲストに迎えて、万博、Pixel, チップ業界、GPT-5 などについて話しました。 Show Notes Elgato Wave Mic Arm LP 薄型デザインマイクアーム なぜ日本はSwitch 2を“抽選”で販売したのか？　米国の先着順販売との違い、阪大が考察 横浜ナイトフラワーズ2025 Google Pixel 10 US Mobile Nvidia and AMD to pay 15% of China chip sales to US government Export Clause and Taxes | Constitution Annotated NVIDIA Newsroom on X: "H20 export controls didn't slow China" Tim Cook gifts Trump a custom Apple plaque with 24-karat gold base Trump calls Intel CEO 'success' days after demanding resignation We request to keep 4o forever. : r/ChatGPT her／世界でひとつの彼女(字幕版) | Prime Video 言語モデルの物理学 東京ゲームダンジョン 10 Pixel Art Park - 日本最大級のドット絵の祭典 xBloom Studio Coffee Machine 映画『国宝』 海がきこえる - スタジオジブリ アメリカ トランプ政権で台頭「テックライトの教祖」ヤービン氏 テスラ イーロン・マスク

Friday, August 04, 2025 Inside Sports with Al Eschbach -College credit hour cost, Al watches Billy Joel Doc, Phil calls in with explanantion of H20 on brain, dance-rock clubs and more. Have a great weekend! Follow the Sports Animal on Facebook, Instagram and X Follow Tony Z on Instagram and Facebook Listen to past episodes HERE! Follow Inside Sports Podcasts on Apple, Google and SpotifySee omnystudio.com/listener for privacy information.

America's edge in artificial intelligence may rest on one decision now facing Washington: whether to keep our most advanced chips out of Beijing's hands. President Trump has moved to lift the export ban on Nvidia's H20 processors—a move some warn could supercharge China's AI ambitions and military power—arming the Chinese Communist Party for dominance in the AI age. Cliff May and Matt Pottinger pull back the curtain on the high-stakes race, the players vying for advantage, and what's really at risk if America loses its lead.

America's edge in artificial intelligence may rest on one decision now facing Washington: whether to keep our most advanced chips out of Beijing's hands. President Trump has moved to lift the export ban on Nvidia's H20 processors—a move some warn could supercharge China's AI ambitions and military power—arming the Chinese Communist Party for dominance in the AI age. Cliff May and Matt Pottinger pull back the curtain on the high-stakes race, the players vying for advantage, and what's really at risk if America loses its lead.

We're diving into a major development at the intersection of tech, trade, and national security: the U.S. government's decision to allow NVIDIA's H20 chips back into the Chinese market. Brad Carson (former defense official and member of Congress) of Americans for Responsible Innovation and Liza Tobin (former CIA and National Security Council staffer) of Garnaut Global join Ryan to explore what this reversal says about America's approach to protecting its tech edge, whether NVIDIA's justifications hold water, why normal Americans should care about this, and what it could mean for the future of AI and semiconductor strategy.  This episode also features a short clip from our new, free show, Cogs of War. You can listen to this exciting new show on defense tech and industrial issues on your podcast app of choice.

We're sharing an episode from ChinaTalk that dives into one of the biggest recent reversals in U.S. tech policy.The U.S. banned Nvidia's H20 AI chips to China in April. Now, just months later, they're being sold—with a 15% export fee. What happened? Why the reversal? And what does it mean for the future of AI competition between the U.S. and China?Chris Miller—author of Chip War—and Lennart Heim from RAND join ChinaTalk host Jordan Schneider to unpack the policy flip-flop, why China is publicly downplaying interest in the H20, and why high-bandwidth memory and semiconductor manufacturing tools may be even more important than the Nvidia chips themselves.Resources:Listen to more from ChinaTalk: https://link.chtbl.com/chinatalkCheck out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls: https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/Outro Music: It's a Shame, The Spinners, 1970

China Style Capitalism - CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - China Style Capitalism - CHINUS Capitalism - Some Fed speakers talking 2 cuts now - Fresh set of IPOs entering the market - A NEW Closest to The Pin - AND a couple of listener limericks Markets - New Highs and Crypto looks to breakout - Apple best week since 2020 - Alts coming to your 401k - Gold - no longer to be tariff'd - NVDA chips - not safe? Fed Speakers - Some talking 3 rate cuts... End of year? - CPI and PPI this week so we shall see -- Seems like kiss ass tactcs to keep job or get promoted New America Way of Business? - CHINUS - Nvidia and Advanced Micro Devices have agreed to give the U.S. government a share of revenues from certain chips sold in China, the Financial Times reported, in an unprecedented arrangement with the White House. - In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia's H20 and AMD's MI308 chips in China, according to the FT. - The arrangement comes as President Donald Trump's tariffs continue to reverberate through the global economy, underscoring the White House's willingness to carve out exceptions as a bargaining tool. (Who is this bargaining with????) Perplexing - Perplexity offered to purchase Google's (GOOG) Chrome for $34.5 billion, according to WSJ - Google doesn't break out Chrome-specific revenue, analysts estimate its indirect contribution to ad revenue is tens of billions annually. Losing Chrome would weaken Google's ability to control defaults and gather behavioral data, which are critical for ad targeting - Analysts suggest Chrome could be worth $50 billion or more if Google were forced to sell, given its user base and strategic importance - IPOs - The U.S. IPO market has surged in 2025, with over 210 listings so far—up 84% from last year. Notable performers include: - Figma, Inc. – IPO at $33, now trading at $78.11 (+136.70%) - Ambiq Micro, Inc. – IPO at $24, now $39.47 (+64.46%) - inkhome Holdings Inc. – IPO at $4, now $7.50 (+87.50%) - Rich Sparkle Holdings Limited – IPO at $4, now $35.09 (+777.25%) - Masonglory Limited – IPO at $4, now $12.00 (+200.00%) - Firefly Aerospace Inc. – IPO at $45, now $50.17 (+11.49%) - HeartFlow, Inc. – IPO at $19, now $28.75 (+51.32%) JOBS Report FIX - BLS Commissioner nominee E.J. Antoni suggested that monthly jobs report could be paused to fix methodology, according to Fox Business interview - Many are worrying about the FIX - is it a fix or will it be fixed...? - More than 2,000 people work at the Bureau of Labor Statistics (BLS), including professional economists and survey takers who contribute to the production of the monthly jobs report - The Commissioner of the Bureau of Labor Statistics (BLS) has no direct role in collecting, processing, or altering the monthly jobs report data. Here's a breakdown of how the system is designed to prevent manipulation ---The commissioner does not see the jobs data until the Wednesday before its public release on Friday - But, let's discuss - how can the commissioner change the numbers? Intel - 96 hours of fun - Intel stock up as White House going to force TSM to buy into company - Intel stock down as White House recommends firing CEO - Intel Stock up after CEO meeting with Trump in White House Apple - Best week since July 2020 - Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Apple appeared with President Donald Trump in the White House on Wed...

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture China is panicking, Trump is now shifting everything the US and soon China will not have any leverage. Inflation is holding steady and fuel pricing are coming down which is countering the inflation. Trump calls out Powell to lower the rates and he says he might sue them. Trump lets the world know that gold will not be tariffed. The [DS] is now being exposed the world, step by step more of the [DS] players are being exposed and investigated. Adam Schiff is now being investigated in regards to Russia gate. [AS] is a C_A agent and now the truth is coming our. Trump is now preparing the country for the riots. He is creating the Domestic Civil Disturbance Quick Force to be ready at a moments notice. National Guard is now on standby.   Economy https://twitter.com/grok/status/1955139797162606798   follows Trump's deal allowing H20 sales to China with 15% revenue shared to the US, which Beijing views as unwanted and not part of any agreement. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/greg_price11/status/1955265159888359474 July Core Inflation Numbers Show Tariff Impact on Consumer Prices Here's what happened in July: The Good News: Headline inflation remained at 2.7 percent despite expectations it would jump to 2.8 percent. Energy costs provided relief, with gasoline prices dropping 2.2 percent and overall energy declining 1.1 percent. For families struggling with Biden's inflation legacy, cheaper gas is real relief.   Core inflation accelerated to 0.3 percent monthly—the first time in six months it failed to undershoot economist estimates. Services inflation drove much of the increase, with medical care services up 0.6 percent and shelter costs contributing 4.8 percent annually.   Services led the core inflation increase, with several categories showing significant monthly gains: Medical care services: +0.6% monthly Personal care services: +0.5% monthly Recreation services: +0.4% monthly Shelter costs: +0.3% monthly, contributing 4.8% annually Categories exposed to tariffs showed notable price increases: Computers and electronics: Rose 1.4 percent for the third consecutive month Sporting goods: +1.4% monthly Household furnishings: +0.8% monthly Apparel: +0.4% monthly Source: redstate.com   Trump Extends China Tariff Deadline by 90 Days  The Stockholm Negotiations The extension follows three rounds of high-level trade talks since May, with the most recent negotiations taking place in Stockholm, Sweden in late July. Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer met with Chinese Vice Premier He Lifeng and other Chinese officials for what both sides described as "constructive" discussions. However, the talks ended without a formal agreement. Chinese negotiators suggested a consensus had been reached for an extension, but U.S. officials made clear that nothing would be final without Trump's explicit approval. "Nothing is agreed until we speak with President Trump," Bessent told reporters after the Stockholm meetings. The extension provides time to address several thorny issues beyond basic tariff levels: Fentanyl-Related Tariffs: The U.S.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to July CPI inflation data -- as well as what the results could mean for the Fed. Chips back in the spotlight: Beijing reportedly demanding that Chinese tech companies justify buying Nvidia's H20 chips instead of domestic alternatives. The anchors reacted to Intel CEO Lip-Bu Tan's White House Meeting with President Trump. Elon Musk threatens Apple with legal action over alleged antitrust violations involving the App Store. Also in focus: Stablecoin issuer Circle Internet extends its post-IPO rally to a gain of 490% after posting its first quarterly report as a public company, Trump threatens Fed Chair Powell with a "major lawsuit."  Squawk on the Street Disclaimer

China is discouraging the use of NVIDIA's H20 chips, xAI is suing Apple, and the DoT has released new guidelines for $5 billion in EV charging station infrastructure. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If youContinue reading "xAI Is Suing Apple For Not Ranking Grok Higher In The App Store – DTH"

#關稅戰 （一）美中貿易戰打得相當激烈，5/12雙方在倫敦舉行會議後決定休兵九十天，也就是今天為到期日，六月底雙方在斯德哥爾摩第三度談判協議有機會再延長，就看川普是否簽字，眼看8/12到期日將至，川普8/11宣布再延長休兵九十天；然而，在此之前，川普要求中國再多買四倍的美國大豆… （二）上週美國宣布將對晶片半導體要徵百分之百稅率，而在美國境內設廠生產則得免稅；輝達執行長黃仁勳先前成功說服美國總統川普讓其旗下生產的H20晶片銷售至中國，然而出口執照一直沒有下文，上週黃仁勳再度親訪白宮，川普卻提出條件，表示美國政府將分潤15%… （三）美印關係急轉直下，印度被課徵50%關稅，雙方關係關鍵變化在於6/17川普與印度總理莫迪通了電話，由於正值印度與巴基斯坦衝突之際，川普提出將對雙方關係進行調解，印度則婉拒，此舉惹惱川普，自此之後，雙方關係降至冰點… #俄烏停火談判 8/15美國總統川普與俄國總統普京將在阿拉斯加舉行峰會，雙方將對俄烏戰爭停火做出建設性的對話，俄羅斯預計以先領土交換的談判才停火為前提，這使得歐洲其他國家相當戒備，表示力挺烏克蘭，並強調俄羅斯需先停火且讓烏克蘭加入談判而非僅為被告知的對象。對此，美國副總統范斯上週六前往英國與歐洲各國外長交流，歐洲的意見能否影響川普最終談判，本週五即將揭曉… #中東情勢 上週以色列內閣通過擴大對加薩的戰爭，由於加薩問題平息不了，哈瑪斯遲未釋放人質，且飢荒問題也飽受國際批評，因此以色列認為一勞永逸的方式為打下加薩並重建它，然而，此擴大戰爭的提案遭軍方反對，理由是在哈瑪斯手上的人質將被撕票，動盪不安的問題將持續擴大；總理納坦雅胡未正視軍方反對，堅持攻打加薩… #美墨關係 上週五川普要求美國國防部研究是否動用軍隊掃蕩墨西哥毒梟，導致墨西哥反彈，表示過去配合美國管制非法移民及毒品不進入美國且成效卓著，若美國派軍隊至墨西哥境內掃毒，將侵犯國家主權，墨西哥及其他拉美國家完全無法接受，並表示此為門羅主義的復甦…

#關稅戰 （一）美中貿易戰打得相當激烈，5/12雙方在倫敦舉行會議後決定休兵九十天，也就是今天為到期日，六月底雙方在斯德哥爾摩第三度談判協議有機會再延長，就看川普是否簽字，眼看8/12到期日將至，川普8/11宣布再延長休兵九十天；然而，在此之前，川普要求中國再多買四倍的美國大豆… （二）上週美國宣布將對晶片半導體要徵百分之百稅率，而在美國境內設廠生產則得免稅；輝達執行長黃仁勳先前成功說服美國總統川普讓其旗下生產的H20晶片銷售至中國，然而出口執照一直沒有下文，上週黃仁勳再度親訪白宮，川普卻提出條件，表示美國政府將分潤15%… （三）美印關係急轉直下，印度被課徵50%關稅，雙方關係關鍵變化在於6/17川普與印度總理莫迪通了電話，由於正值印度與巴基斯坦衝突之際，川普提出將對雙方關係進行調解，印度則婉拒，此舉惹惱川普，自此之後，雙方關係降至冰點… #俄烏停火談判 8/15美國總統川普與俄國總統普京將在阿拉斯加舉行峰會，雙方將對俄烏戰爭停火做出建設性的對話，俄羅斯預計以先領土交換的談判才停火為前提，這使得歐洲其他國家相當戒備，表示力挺烏克蘭，並強調俄羅斯需先停火且讓烏克蘭加入談判而非僅為被告知的對象。對此，美國副總統范斯上週六前往英國與歐洲各國外長交流，歐洲的意見能否影響川普最終談判，本週五即將揭曉… #中東情勢 上週以色列內閣通過擴大對加薩的戰爭，由於加薩問題平息不了，哈瑪斯遲未釋放人質，且飢荒問題也飽受國際批評，因此以色列認為一勞永逸的方式為打下加薩並重建它，然而，此擴大戰爭的提案遭軍方反對，理由是在哈瑪斯手上的人質將被撕票，動盪不安的問題將持續擴大；總理納坦雅胡未正視軍方反對，堅持攻打加薩… #美墨關係 上週五川普要求美國國防部研究是否動用軍隊掃蕩墨西哥毒梟，導致墨西哥反彈，表示過去配合美國管制非法移民及毒品不進入美國且成效卓著，若美國派軍隊至墨西哥境內掃毒，將侵犯國家主權，墨西哥及其他拉美國家完全無法接受，並表示此為門羅主義的復甦…

Mike Armstrong and Marc Fandetti discuss the release of July's CPI data that came in less than expected and what that means for the Fed when they have to decide on interest rates in September. Tariff promises on both sides have been wildly overblown. Nvidia CEO buys his way out of the trade battle. China urges firms to avoid Nvidia's H20 chips. Trump softens stance on Intel CEO after demanding resignation. Elon Musk threatens to sue Apple over app store rankings.

My fellow pro-growth/progress/abundance Up Wingers,Nuclear fission is a safe, powerful, and reliable means of generating nearly limitless clean energy to power the modern world. A few public safety scares and a lot of bad press over the half-century has greatly delayed our nuclear future. But with climate change and energy-hungry AI making daily headlines, the time — finally — for a nuclear renaissance seems to have arrived.Today on Faster, Please! — The Podcast, I talk with Dr. Tim Gregory about the safety and efficacy of modern nuclear power, as well as the ambitious energy goals we should set for our society.Gregory is a nuclear scientist at the UK National Nuclear Laboratory. He is also a popular science broadcaster on radio and TV, and an author. His most recent book, Going Nuclear: How Atomic Energy Will Save the World is out now.In This Episode* A false start for a nuclear future (1:29)* Motivators for a revival (7:20)* About nuclear waste . . . (12:41)* Not your mother's reactors (17:25)* Commercial fusion, coming soon . . . ? (23:06)Below is a lightly edited transcript of our conversation. A false start for a nuclear future (1:29)The truth is that radiation, we're living in it all the time, it's completely inescapable because we're all living in a sea of background radiation.Pethokoukis: Why do America, Europe, Japan not today get most of their power from nuclear fission, since that would've been a very reasonable prediction to make in 1965 or 1975, but it has not worked out that way? What's your best take on why it hasn't?Going back to the '50s and '60s, it looked like that was the world that we currently live in. It was all to play for, and there were a few reasons why that didn't happen, but the main two were Three Mile Island and Chernobyl. It's a startling statistic that the US built more nuclear reactors in the five years leading up to Three Mile Island than it has built since. And similarly on this side of the Atlantic, Europe built more nuclear reactors in the five years leading up to Chernobyl than it has built since, which is just astounding, especially given that nobody died in Three Mile Island and nobody was even exposed to anything beyond the background radiation as a result of that nuclear accident.Chernobyl, of course, was far more consequential and far more serious than Three Mile Island. 30-odd people died in the immediate aftermath, mostly people who were working at the power station and the first responders, famously the firefighters who were exposed to massive amounts of radiation, and probably a couple of hundred people died in the affected population from thyroid cancer. It was people who were children and adolescents at the time of the accident.So although every death from Chernobyl was a tragedy because it was avoidable, they're not in proportion to the mythic reputation of the night in question. It certainly wasn't reason to effectively end nuclear power expansion in Europe because of course we had to get that power from somewhere, and it mainly came from fossil fuels, which are not just a little bit more deadly than nuclear power, they're orders of magnitude more deadly than nuclear power. When you add up all of the deaths from nuclear power and compare those deaths to the amount of electricity that we harvest from nuclear power, it's actually as safe as wind and solar, whereas fossil fuels kill hundreds or thousands of times more people per unit of power. To answer your question, it's complicated and there are many answers, but the main two were Three Mile Island and Chernobyl.I wonder how things might have unfolded if those events hadn't happened or if society had responded proportionally to the actual damage. Three Mile Island and Chernobyl are portrayed in documentaries and on TV as far deadlier than they really were, and they still loom large in the public imagination in a really unhelpful way.You see it online, actually, quite a lot about the predicted death toll from Chernobyl, because, of course, there's no way of saying exactly which cases of cancer were caused by Chernobyl and which ones would've happened anyway. Sometimes you see estimates that are up in the tens of thousands, hundreds of thousands of deaths from Chernobyl. They are always based on a flawed scientific hypothesis called the linear no-threshold model that I go into in quite some detail in chapter eight of my book, which is all about the human health effects of exposure to radiation. This model is very contested in the literature. It's one of the most controversial areas of medical science, actually, the effects of radiation on the human body, and all of these massive numbers you see of the death toll from Chernobyl, they're all based on this really kind of clunky, flawed, contentious hypothesis. My reading of the literature is that there's very, very little physical evidence to support this particular hypothesis, but people take it and run. I don't know if it would be too far to accuse people of pushing a certain idea of Chernobyl, but it almost certainly vastly, vastly overestimates the effects.I think a large part of the reason of why this had such a massive impact on the public and politicians is this lingering sense of radiophobia that completely blight society. We've all seen it in the movies, in TV shows, even in music and computer games — radiation is constantly used as a tool to invoke fear and mistrust. It's this invisible, centerless, silent specter that's kind of there in the background: It means birth defects, it means cancers, it means ill health. We've all kind of grown up in this culture where the motif of radiation is bad news, it's dangerous, and that inevitably gets tied to people's sense of nuclear power. So when you get something like Three Mile Island, society's imagination and its preconceptions of radiation, it's just like a dry haystack waiting for a flint spark to land on it, and up it goes in flames and people's imaginations run away with them.The truth is that radiation, we're living in it all the time, it's completely inescapable because we're all living in a sea of background radiation. There's this amazing statistic that if you live within a couple of miles of a nuclear power station, the extra amount of radiation you're exposed to annually is about the same as eating a banana. Bananas are slightly radioactive because of the slight amount of potassium-40 that they naturally contain. Even in the wake of these nuclear accidents like Chernobyl, and more recently Fukushima, the amount of radiation that the public was exposed to barely registers and, in fact, is less than the background radiation in lots of places on the earth.Motivators for a revival (7:20)We have no idea what emerging technologies are on the horizon that will also require massive amounts of power, and that's exactly where nuclear can shine.You just suddenly reminded me of a story of when I was in college in the late 1980s, taking a class on the nuclear fuel cycle. You know it was an easy class because there was an ampersand in it. “Nuclear fuel cycle” would've been difficult. “Nuclear fuel cycle & the environment,” you knew it was not a difficult class.The man who taught it was a nuclear scientist and, at one point, he said that he would have no problem having a nuclear reactor in his backyard. This was post-Three Mile Island, post-Chernobyl, and the reaction among the students — they were just astounded that he would be willing to have this unbelievably dangerous facility in his backyard.We have this fear of nuclear power, and there's sort of an economic component, but now we're seeing what appears to be a nuclear renaissance. I don't think it's driven by fear of climate change, I think it's driven A) by fear that if you are afraid of climate change, just solar and wind aren't going to get you to where you want to be; and then B) we seem like we're going to need a lot of clean energy for all these AI data centers. So it really does seem to be a perfect storm after a half-century.And who knows what next. When I started writing Going Nuclear, the AI story hadn't broken yet, and so all of the electricity projections for our future demand, which, they range from doubling to tripling, we're going to need a lot of carbon-free electricity if we've got any hope of electrifying society whilst getting rid of fossil fuels. All of those estimates were underestimates because nobody saw AI coming.It's been very, very interesting just in the last six, 12 months seeing Big Tech in North America moving first on this. Google, Microsoft, Amazon, and Meta have all either invested or actually placed orders for small modular reactors specifically to power their AI data centers. In some ways, they've kind of led the charge on this. They've moved faster than most nation states, although it is encouraging, actually, here in the UK, just a couple of weeks ago, the government announced that our new nuclear power station is definitely going ahead down in Sizewell in Suffolk in the south of England. That's a 3.2 gigawatt nuclear reactor, it's absolutely massive. But it's been really, really encouraging to see Big Tech in the private sector in North America take the situation into their own hands. If anyone's real about electricity demands and how reliable you need it, it's Big Tech with these data centers.I always think, go back five, 10 years, talk of AI was only on the niche subreddits and techie podcasts where people were talking about it. It broke into the mainstream all of a sudden. Who knows what is going to happen in the next five or 10 years. We have no idea what emerging technologies are on the horizon that will also require massive amounts of power, and that's exactly where nuclear can shine.In the US, at least, I don't think decarbonization alone is enough to win broad support for nuclear, since a big chunk of the country doesn't think we actually need to do that. But I think that pairing it with the promise of rapid AI-driven economic growth creates a stronger case.I tried to appeal to a really broad church in Going Nuclear because I really, really do believe that whether you are completely preoccupied by climate change and environmental issues or you're completely preoccupied by economic growth, and raising living, standards and all of that kind of thing, all the monetary side of things, nuclear is for you because if you solve the energy problem, you solve both problems at once. You solve the economic problem and the environmental problem.There's this really interesting relationship between GDP per head — which is obviously incredibly important in economic terms — and energy consumption per head, and it's basically a straight line relationship between the two. There are no rich countries that aren't also massive consumers of energy, so if you really, really care about the economy, you should really also be caring about energy consumption and providing energy abundance so people can go out and use that energy to create wealth and prosperity. Again, that's where nuclear comes in. You can use nuclear power to sate that massive energy demand that growing economies require.This podcast is very pro-wealth and prosperity, but I'll also say, if the nuclear dreams of the '60s where you had, in this country, what was the former Atomic Energy Commission expecting there to be 1000 nuclear reactors in this country by the year 2000, we're not having this conversation about climate change. It is amazing that what some people view as an existential crisis could have been prevented — by the United States and other western countries, at least — just making a different political decision.We would be spending all of our time talking about something else, and how nice would that be?For sure. I'm sure there'd be other existential crises to worry about.But for sure, we wouldn't be talking about climate change was anywhere near the volume or the sense of urgency as we are now if we would've carried on with the nuclear expansion that really took off in the '70s and the '80s. It would be something that would be coming our way in a couple of centuries.About nuclear waste . . . (12:41). . . a 100 percent nuclear-powered life for about 80 years, their nuclear waste would barely fill a wine glass or a coffee cup. I don't know if you've ever seen the television show For All Mankind?I haven't. So many people have recommended it to me.It's great. It's an alt-history that looks at what if the Space Race had never stopped. As a result, we had a much more tech-enthusiastic society, which included being much more pro-nuclear.Anyway, imagine if you are on a plane talking to the person next to you, and the topic of your book comes up, and the person says hey, I like energy, wealth, prosperity, but what are you going to do about the nuclear waste?That almost exact situation has happened, but on a train rather than an airplane. One of the cool things about uranium is just how much energy you can get from a very small amount of it. If typical person in a highly developed economy, say North America, Europe, something like that, if they produced all of their power over their entire lifetime from nuclear alone, so forget fossil fuels, forget wind and solar, a 100 percent nuclear-powered life for about 80 years, their nuclear waste would barely fill a wine glass or a coffee cup. You need a very small amount of uranium to power somebody's life, and the natural conclusion of that is you get a very small amount of waste for a lifetime of power. So in terms of the numbers, and the amount of nuclear waste, it's just not that much of a problem.However, I don't want to just try and trivialize it out of existence with some cool pithy statistics and some cool back-of-the-envelopes physics calculations because we still have to do something with the nuclear waste. This stuff is going to be radioactive for the best part of a million years. Thankfully, it's quite an easy argument to make because good old Finland, which is one of the most nuclear nations on the planet as a share of nuclear in its grid, has solved this problem. It has implemented — and it's actually working now — the world's first and currently only geological repository for nuclear waste. Their idea is essentially to bury it in impermeable bedrock and leave it there because, as with all radioactive objects, nuclear waste becomes less radioactive over time. The idea is that, in a million years, Finland's nuclear waste won't be nuclear waste anymore, it will just be waste. A million years sounds like a really long time to our ears, but it's actually —It does.It sounds like a long time, but it is the blink of an eye, geologically. So to a geologist, a million years just comes and goes straight away. So it's really not that difficult to keep nuclear waste safe underground on those sorts of timescales. However — and this is the really cool thing, and this is one of the arguments that I make in my book — there are actually technologies that we can use to recycle nuclear waste. It turns out that when you pull uranium out of a reactor, once it's been burned for a couple of years in a reactor, 95 percent of the atoms are still usable. You can still use them to generate nuclear power. So by throwing away nuclear waste when it's been through a nuclear reactor once, we're actually squandering like 95 percent of material that we're throwing away.The theory is this sort of the technology behind breeder reactors?That's exactly right, yes.What about the plutonium? People are worried about the plutonium!People are worried about the plutonium, but in a breeder reactor, you get rid of the plutonium because you split it into fission products, and fission products are still radioactive, but they have much shorter half-lives than plutonium. So rather than being radioactive for, say, a million years, they're only radioactive, really, for a couple of centuries, maybe 1000 years, which is a very, very different situation when you think about long-term storage.I read so many papers and memos from the '50s when these reactors were first being built and demonstrated, and they worked, by the way, they're actually quite easy to build, it just happened in a couple of years. Breeder reactors were really seen as the future of humanity's power demands. Forget traditional nuclear power stations that we all use at the moment, which are just kind of once through and then you throw away 95 percent of the energy at the end of it. These breeder reactors were really, really seen as the future.They never came to fruition because we discovered lots of uranium around the globe, and so the supply of uranium went up around the time that the nuclear power expansion around the world kind of seized up, so the uranium demand dropped as the supply increased, so the demand for these breeder reactors kind of petered out and fizzled out. But if we're really, really serious about the medium-term future of humanity when it comes to energy, abundance, and prosperity, we need to be taking a second look at these breeder reactors because there's enough uranium and thorium in the ground around the world now to power the world for almost 1000 years. After that, we'll have something else. Maybe we'll have nuclear fusion.Well, I hope it doesn't take a thousand years for nuclear fusion.Yes, me too.Not your mother's reactors (17:25)In 2005, France got 80 percent of its electricity from nuclear. They almost decarbonized their grid by accident before anybody cared about climate change, and that was during a time when their economy was absolutely booming.I don't think most people are aware of how much innovation has taken place around nuclear in the past few years, or even few decades. It's not just a climate change issue or that we need to power these data centers — the technology has vastly improved. There are newer, safer technologies, so we're not talking about 1975-style reactors.Even if it were the 1975-style reactors, that would be fine because they're pretty good and they have an absolutely impeccable safety record punctuated by a very small number of high-profile events such as Chernobyl and Fukushima. I'm not to count Three Mile Island on that list because nobody died, but you know what I mean.But the modern nuclear reactors are amazing. The ones that are coming out of France, the EPRs, the European Power Reactors, there are going to be two of those in the UK's new nuclear power station, and they've been designed to withstand an airplane flying into the side of them, so they're basically bomb-proof.As for these small modular reactors, that's getting people very excited, too. As their name suggests, they're small. How small is a reasonable question — the answer is as small as you want to go. These things are scalable, and I've seen designs for just one-megawatt reactors that could easily fit inside a shipping container. They could fit in the parking lots around the side of a data center, or in the basement even, all the way up to multi-hundred-megawatt reactors that could fit on a couple of tennis courts worth of land. But it's really the modular part that's the most interesting thing. That's the ‘M' and that's never been done before.Which really gets to the economics of the SMRs.It really does. The idea is you could build upwards of 90 percent of these reactors on a factory line. We know from the history of industrialization that as soon as you start mass producing things, the unit cost just plummets and the timescales shrink. No one has achieved that yet, though. There's a lot of hype around small modular reactors, and so it's kind of important not to get complacent and really keep our eye on the ultimate goal, which is mass-production and mass rapid deployment of nuclear power stations, crucially in the places where you need them the most, as well.We often think about just decarbonizing our electricity supply or decoupling our electricity supply from volatilities in the fossil fuel market, but it's about more than electricity, as well. We need heat for things like making steel, making the ammonia that feeds most people on the planet, food and drinks factories, car manufacturers, plants that rely on steam. You need heat, and thankfully, the primary energy from a nuclear reactor is heat. The electricity is secondary. We have to put effort into making that. The heat just kind of happens. So there's this idea that we could use the surplus heat from nuclear reactors to power industrial processes that are very, very difficult to decarbonize. Small modular reactors would be perfect for that because you could nestle them into the industrial centers that need the heat close by. So honestly, it is really our imaginations that are the limits with these small modular reactors.They've opened a couple of nuclear reactors down in Georgia here. The second one was a lot cheaper and faster to build because they had already learned a bunch of lessons building that first one, and it really gets at sort of that repeatability where every single reactor doesn't have to be this one-off bespoke project. That is not how it works in the world of business. How you get cheaper things is by building things over and over, you get very good at building them, and then you're able to turn these things out at scale. That has not been the economic situation with nuclear reactors, but hopefully with small modular reactors, or even if we just start building a lot of big advanced reactors, we'll get those economies of scale and hopefully the economic issue will then take care of itself.For sure, and it is exactly the same here in the UK. The last reactor that we connected to the grid was in 1995. I was 18 months old. I don't even know if I was fluent in speaking at 18 months old. I was really, really young. Our newest nuclear power station, Hinkley Point C, which is going to come online in the next couple of years, was hideously expensive. The uncharitable view of that is that it's just a complete farce and is just a complete embarrassment, but honestly, you've got to think about it: 1995, the last nuclear reactor in the UK, it was going to take a long time, it was going to be expensive, basically doing it from scratch. We had no supply chain. We didn't really have a workforce that had ever built a nuclear reactor before, and with this new reactor that just got announced a couple of weeks ago, the projected price is 20 percent cheaper, and it is still too expensive, it's still more expensive than it should be, but you're exactly right.By tapping into those economies of scale, the cost per nuclear reactor will fall, and France did this in the '70s and '80s. Their nuclear program is so amazing. France is still the most nuclear nation on the planet as a share of its total electricity. In 2005, France got 80 percent of its electricity from nuclear. They almost decarbonized their grid by accident before anybody cared about climate change, and that was during a time when their economy was absolutely booming. By the way, still today, all of those reactors are still working and they pay less than the European Union average for that electricity, so this idea that nuclear makes your electricity expensive is simply not true. They built 55 nuclear reactors in 25 years, and they did them in parallel. It was just absolutely amazing. I would love to see a French-style nuclear rollout in all developed countries across the world. I think that would just be absolutely amazing.Commercial fusion, coming soon . . . ? (23:06)I think we're pretty good at doing things when we put our minds to it, but certainly not in the next couple of decades. But luckily, we already have a proven way of producing lots of energy, and that's with nuclear fission, in the meantime.What is your enthusiasm level or expectation about nuclear fusion? I can tell you that the Silicon Valley people I talk to are very positive. I know they're inherently very positive people, but they're very enthusiastic about the prospects over the next decade, if not sooner, of commercial fusion. How about you?It would be incredible. The last question that I was asked in my PhD interview 10 years ago was, “If you could solve one scientific or engineering problem, what would it be?” and my answer was nuclear fusion. And that would be the answer that I would give today. It just seems to me to be obviously the solution to the long-term energy needs of humanity. However, I'm less optimistic, perhaps, than the Silicon Valley crowd. The running joke, of course, is that it's always 40 years away and it recedes into the future at one year per year. So I would love to be proved wrong, but realistically — no one's even got it working in a prototype power station. That's before we even think about commercializing it and deploying it at scale. I really, really think that we're decades away, maybe even something like a century. I'd be surprised if it took longer than a century, actually. I think we're pretty good at doing things when we put our minds to it, but certainly not in the next couple of decades. But luckily, we already have a proven way of producing lots of energy, and that's with nuclear fission, in the meantime.Don't go to California with that attitude. I can tell you that even when I go there and I talk about AI, if I say that AI will do anything less than improve economic growth by a factor of 100, they just about throw me out over there. Let me just finish up by asking you this: Earlier, we mentioned Three Mile Island and Chernobyl. How resilient do you think this nuclear renaissance is to an accident?Even if we take the rate of accident over the last 70 years of nuclear power production and we maintain that same level of rate of accident, if you like, it's still one of the safest things that our species does, and everyone talks about the death toll from nuclear power, but nobody talks about the lives that it's already saved because of the fossil fuels, that it's displaced fossil fuels. They're so amazing in some ways, they're so convenient, they're so energy-dense, they've created the modern world as we all enjoy it in the developed world and as the developing world is heading towards it. But there are some really, really nasty consequences of fossil fuels, and whether or not you care about climate change, even the air pollution alone and the toll that that takes on human health is enough to want to phase them out. Nuclear power already is orders of magnitude safer than fossil fuels and I read this really amazing paper that globally, it was something like between the '70s and the '90s, nuclear power saved about two million lives because of the fossil fuels that it displaced. That's, again, orders of magnitude more lives that have been lost as a consequence of nuclear power, mostly because of Chernobyl and Fukushima. Even if the safety record of nuclear in the past stays the same and we forward-project that into the future, it's still a winning horse to bet on.If in the UK they've started up one new nuclear reactor in the past 30 years, right? How many would you guess will be started over the next 15 years?Four or five. Something like that, I think; although I don't know.Is that a significant number to you?It's not enough for my liking. I would like to see many, many more. Look at France. I know I keep going back to it, but it's such a brilliant example. If France hadn't done what they'd done in between the '70s and the '90s — 55 nuclear reactors in 25 years, all of which are still working — it would be a much more difficult case to make because there would be no historical precedent for it. So, maybe predictably, I wouldn't be satisfied with anything less than a French-scale nuclear rollout, let's put it that way.On sale everywhere The Conservative Futurist: How To Create the Sci-Fi World We Were PromisedMicro Reads▶ Economics* The U.S. Marches Toward State Capitalism With American Characteristics - WSJ* AI Spending Is Propping Up the Economy, Right? It's Complicated. - Barron's* Goodbye, $165,000 Tech Jobs. 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How Smart Is It Now? - NYT* Google and IBM believe first workable quantum computer is in sight - FT* Why does Jeff Bezos keep buying launches from Elon Musk? - Ars* Beijing demands Chinese tech giants justify purchases of Nvidia's H20 chips - FT* An AI Replay of the Browser Wars, Bankrolled by Google - Bberg Opinion* Why Businesses Say Tariffs Have a Delayed Effect on Inflation - Richmond Fed* Lisa Su Runs AMD—and Is Out for Nvidia's Blood - Wired* Forget the White House Sideshow. Intel Must Decide What It Wants to Be. - WSJ* With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle - WSJ* Donald Trump's 100% tariff threat looms over chip sector despite relief for Apple - FT* Sam Altman challenges Elon Musk with plans for Neuralink rival - FT* Threads is nearing X's daily app users, new data shows - TechCrunch▶ Policy/Politics* Trump's China gamble - Axios* U.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China - NYT* A Guaranteed Annual Income Flop - WSJ Opinion* Big Tech's next major political battle may already be brewing in your backyard - Politico* Trump order gives political appointees vast powers over research grants - Nature* China has its own concerns about Nvidia H20 chips - FT* How the US Could Lose the AI Arms Race to China - Bberg Opinion* America's New AI Plan Is Great. There's Just One Problem. - Bberg Opinion* Trump, Seeking Friendlier Economic Data, Names New Statistics Chief - NYT* Trump's chief science adviser faces a storm of criticism: what's next? - Nature* Trump Is Squandering the Greatest Gift of the Manhattan Project - NYT Opinion▶ AI/Digital* Can OpenAI's GPT-5 model live up to sky-high expectations? - FT* Google, Schmoogle: When to Ditch Web Search for Deep Research - WSJ* AI Won't Kill Software. It Will Simply Give It New Life. - Barron's* Chatbot Conversations Never End. That's a Problem for Autistic People. - WSJ* Volunteers fight to keep ‘AI slop' off Wikipedia - Wapo* Trump's Tariffs Won't Solve U.S. Chip-Making Dilemma - WSJ* GenAI Misinformation, Trust, and News Consumption: Evidence from a Field Experiment - NBER* GPT-5s Are Alive: Basic Facts, Benchmarks and the Model Card - Don't Worry About the Vase* What you may have missed about GPT-5 - MIT* Why A.I. Should Make Parents Rethink Posting Photos of Their Children Online - NYT* 21 Ways People Are Using A.I. at Work - NYT* AI and Jobs: The Final Word (Until the Next One) - EIG* These workers don't fear artificial intelligence. They're getting degrees in it. - Wapo* AI Gossip - Arxiv* Meet the early-adopter judges using AI - MIT* The GPT-5 rollout has been a big mess - Ars* A Humanoid Social Robot as a Teaching Assistant in the Classroom - Arxiv* OpenAI Scrambles to Update GPT-5 After Users Revolt - Wired* Sam Altman and the whale - MIT* This is what happens when ChatGPT tries to write scripture - Vox* How AI could create the first one-person unicorn - Economist* AI Robs My Students of the Ability to Think - WSJ Opinion* Part I: Tricks or Traps? A Deep Dive into RL for LLM Reasoning - Arxiv▶ Biotech/Health* Scientists Are Finally Making Progress Against Alzheimer's - WSJ Opinion* The Dawn of a New Era in Alzheimer's and Parkinson's Treatment - RealClearScience* RFK Jr. shifts $500 million from mRNA research to 'safer' vaccines. Do the data back that up? - Reason* How Older People Are Reaping Brain Benefits From New Tech - NYT* Did Disease Defeat Napoleon? - SciAm* Scientists Discover a Viral Cause of One of The World's Most Common Cancers - ScienceAlert* ‘A tipping point': An update from the frontiers of Alzheimer's disease research - Yale News* A new measure of health is revolutionising how we think about ageing - NS* First proof brain's powerhouses drive – and can reverse – dementia symptoms - NA* The Problem Is With Men's Sperm - NYT Opinion▶ Clean Energy/Climate* The Whole World Is Switching to EVs Faster Than You - Bberg Opinion* Misperceptions About Air Pollution: Implications for Willingness to Pay and Environmental Inequality - NBER* Texas prepares for war as invasion of flesh-eating flies appears imminent - Ars* Data Center Energy Demand Will Double Over the Next Five Years - Apollo Academy* Why Did Air Conditioning Adoption Accelerate Faster Than Predicted? Evidence from Mexico - NBER* Microwaving rocks could help mining operations pull CO2 out of the air - NS* Ford's Model T Moment Isn't About the Car - Heatmap* Five countries account for 71% of the world's nuclear generation capacity - EIA* AI may need the power equivalent of 50 large nuclear plants - E&E▶ Space/Transportation* NASA plans to build a nuclear reactor on the Moon—a space lawyer explains why - Ars* Rocket Lab's Surprise Stock Move After Solid Earnings - Barron's▶ Up Wing/Down Wing* James Lovell, the steady astronaut who brought Apollo 13 home safely, has died - Ars* Vaccine Misinformation Is a Symptom of a Dangerous Breakdown - NYT Opinion* We're hardwired for negativity. That doesn't mean we're doomed to it. - Vox* To Study Viking Seafarers, He Took 26 Voyages in a Traditional Boat - NYT* End is near for the landline-based service that got America online in the '90s - Wapo▶ Substacks/Newsletters* Who will actually profit from the AI boom? - Noahpinion* OpenAI GPT-5 One Unified System - AI Supremacy* Proportional representation is the solution to gerrymandering - Slow Boring* Why I Stopped Being a Climate Catastrophist - The Ecomodernist* How Many Jobs Depend on Exports? - Conversable Economist* ChatGPT Classic - Joshua Gans' Newsletter* Is Air Travel Getting Worse? - Maximum Progress▶ Social Media* On AI Progress - @daniel_271828* On AI Usage - @emollick* On Generative AI and Student Learning - @jburnmurdoch Faster, Please! is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. 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En el episodio de hoy, cubrimos una jornada intensa para los mercados y sectores clave:

On today's podcast: 1) China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China revenue as well as the Trump administration’s unprecedented push to turn those sales into a US government windfall.2) President Donald Trump extended a pause of higher tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an order extending the truce through Nov. 10, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies.3) Donald Trump downplayed expectations for his upcoming meeting with Russian leader Vladimir Putin as the US president seeks to end the war in Ukraine, casting it as a “feel-out meeting” and saying he would confer with Ukrainian and European leaders after the sitdown.See omnystudio.com/listener for privacy information.

Keith Lerner of Truist Wealth and Kevin Mann of Hennion & Walsh share their market outlook. Eunice Yoon reports on China's latest crackdown on Nvidia's H20 chips, followed by Dan Niles of Niles Investment Management on the profit impact for Nvidia and AMD.Curtiss-Wright CEO Lynn Bamford joins in her first broadcast interview in her role on global defense spending and the surge in demand for nuclear energy. Plus, Diana Olick on employers tightening return-to-office rules.

President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at why H20s are still considered the industry standard in China, and how competitors are slow to catch up. 

Today's AI Daily Brief dives into the escalating model wars between OpenAI, Google, and Apple. OpenAI seems to have leaked GPT-5 and their open weights model temporarily, plus the surprise launch of Google's Gemini 2.5 Deep Think, and why Apple is scrambling to catch up—with M&A as its only viable AI strategy. We also explore new AI interface innovations from Manus and Perplexity, plus the implications of China's probe into Nvidia's H20 chips. Ask GPT about our Agent Readiness Audits - ⁠⁠⁠https://bit.ly/supersuperagent⁠⁠⁠Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

The Tea app is a place for women to share red or green flags about men, but it recently suffered a major data breach. Plus, why some members of Congress are protesting a deal with China to allow Nvidia to sell its H20 chips to the country. And YouTube is rolling out new age estimation technology to protect younger users. Marketplace's Meghan McCarty Carino is joined by Maria Curi, tech policy reporter at Axios, to discuss all this.

A critical vulnerability in SUSE [SOO-suh] Manager allows attackers to run commands with root privilege. A joint CISA and U.S. Coast Guard threat hunt at a critical infrastructure site reveals serious cybersecurity issues. Healthcare providers across the U.S. report recent data breaches. Cybercriminals infiltrate a bank by physically planting a Raspberry Pi on a network switch. Russian state-backed hackers target Moscow diplomats to deploy ApolloShadow malware. Luxembourg investigates a major telecom outage tied to Huawei equipment. China's cyberspace regulator summons Nvidia over alleged security risks linked to its H20 AI chips. A new report examines early indicators of system compromise. Today we are joined by Ryan Whelan, Managing Director and Global Head of Accenture Cyber Intelligence, with their analysis of Scattered Spider. Pwn2Own puts a million dollar bounty on WhatsApp zero-clicks. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire GuestOur guest today is Ryan Whelan, Managing Director and Global Head of Accenture Cyber Intelligence, discussing the possibilities of Scattered Spider. Selected Reading Critical flaw in SUSE Manager exposes enterprise deployments to compromise (Beyond Machines) CISA identifies OT configuration flaws during cyber threat hunt at critical infrastructure organization, lists cyber hygiene (Industrial Cyber) CISA Issues ICS Advisories for Rockwell Automation Using VMware, and Güralp Seismic Monitoring Systems (Cyber Security News) Florida Internal Medicine Practices Discloses November 2024 Data Breach (HIPAA Journal) Cybercrooks use Raspberry Pi to steal ATM cash (The Register) Russian Cyberspies Target Foreign Embassies in Moscow via AitM Attacks: Microsoft (SecurityWeek) Luxembourg probes reported attack on Huawei tech that caused nationwide telecoms outage (The Record) Nvidia summoned by China's cyberspace watchdog over risks in H20 chips (CGTN) Hackers Regularly Exploit Vulnerabilities Before Public Disclosure (Infosecurity Magazine) Pwn2Own hacking contest pays $1 million for WhatsApp exploit (Bleeping Computer) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Tea app is a place for women to share red or green flags about men, but it recently suffered a major data breach. Plus, why some members of Congress are protesting a deal with China to allow Nvidia to sell its H20 chips to the country. And YouTube is rolling out new age estimation technology to protect younger users. Marketplace's Meghan McCarty Carino is joined by Maria Curi, tech policy reporter at Axios, to discuss all this.

The White House secured commitments from big tech to create a digital health ecosystem, China’s Cyberspace Administration has security concerns over Nvidia's H20 chip, and Google is using AI to determine users' age. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of thisContinue reading "The White House Secured Commitments From Big Tech To Create A Digital Health Ecosystem – DTH"

The episode investigates the escalating AI rivalry between the US and China, triggered by the release of both nations' AI strategies. It examines China's reaction to the US approach, including its call for a World AI Cooperation Organization based in Shanghai, and the intensifying dispute over NVIDIA's H20 chip exports. The conversation explores whether meaningful international cooperation is possible or if an AI arms race is unavoidable. Key topics include the strategic use of open-source models, differing visions for global AI governance, and debates among national security experts on export controls.Ask GPT about our Agent Readiness Audits - https://bit.ly/supersuperagentBrought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network