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Google DeepMind called for a U.S.-led global watchdog to test frontier AI models, as Washington’s scrutiny of the AI supply chain intensifies and Nvidia halves its authorized Asian buyer list.
OpenAI’s pressure is building too. Its IPO window is narrowing as lawsuits, leadership gaps, and Anthropic competition pile up, while Apple’s trade-secret lawsuit could slow OpenAI’s AI-device plans tied to former Apple hardware staff.
Here’s your daily update.
Markets
The Nasdaq rose 0.90%, led by semiconductors, as cooler-than-expected inflation eased rate-hike fears and pulled Treasury yields lower. SK Hynix surged 27.3%, while Micron, Intel and Nvidia gained between 4.1% and 4.9%. IBM bucked the rally, plunging 25.2% after preliminary results missed expectations.
Headlines
Google DeepMind calls for a U.S.-led global watchdog to test frontier AI models. (Axios)
Nvidia halves its authorized Asian buyer list as U.S. scrutiny of AI chip flows to China intensifies. (Financial Times)
OpenAI sees its IPO window narrow as lawsuits, leadership gaps and Anthropic competition pile up. (The Wall Street Journal)
Apple could delay OpenAI’s AI-device plans with a trade-secret lawsuit tied to former Apple hardware staff. (Axios)
DFSX unveils a domestically made AI chip in China aimed at challenging Western hardware rivals. (The Wall Street Journal)
Nvidia faces a slight delay in its Rubin AI chip rollout after thermal issues in server GPUs. (Barron’s)
Apple wins over Wall Street with a lighter AI strategy built around its device ecosystem rather than massive model spending. (Axios)
Singularity emerges from stealth with $80 million for cheaper air-defense technology against drones and missiles. (Axios)
Sierra Space lands an $800 million Pentagon contract for Golden Dome missile-warning satellites. (Axios)
Chai Discovery raises $400 million as investor interest in AI drug discovery keeps accelerating. (Axios)
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