Author: Oliver Dale

TLDR: NVIDIA stock is down 18% year-to-date with shares trading at 23x forward earnings Trump’s tariff announcements could mark a turning point if semiconductors are excluded China has introduced energy efficiency rules that may disqualify NVIDIA’s H20 chip in Chinese markets Growing concerns exist about sustainability of AI spending boom as companies seek more efficient models FFT Wealth Management recently increased its NVIDIA holdings by 16.2% despite market challenges NVIDIA (NVDA) has experienced a difficult start to 2025, with its shares sliding 18% year-to-date through early April. The stock has been caught in broader market concerns regarding potential U.S. tariffs.…

TLDR Joelle Pineau, Meta’s VP of AI Research, announced she’s leaving the company on May 30 She has led Meta’s fundamental AI research unit (FAIR) since 2023 after joining the company in 2017 Her departure comes as Meta invests billions in AI to compete with OpenAI and Google Meta is searching for her replacement and preparing for its LlamaCon AI conference on April 29 Under Pineau’s leadership, Meta developed the open-source Llama AI models which recently celebrated 1 billion downloads In an announcement posted to LinkedIn on Tuesday, Joelle Pineau revealed her plans to step down as Meta’s Vice President…

• Synthesia raised $180M at $2.1B valuation for AI video avatars, serving 60,000 enterprises
• AI startups are driving stable venture funding in France, representing 27% of total funding
• Agentic AI is helping cybersecurity teams respond faster to threats, with attacks now taking just 2 minutes to breach
• Companies like Thoras are using AI to optimize cloud costs while maintaining reliability
• Education is being transformed with AI teachers, promising 2.4x better academic growth

• UK’s Competition and Markets Authority (CMA) launches first investigation of 2025
• Investigation targets Google’s 90%+ search market dominance
• Focus includes both traditional search and AI search developments
• Deadline for public comments is February 3
• CMA plans second Big Tech investigation this month

• UK government announces AI initiatives worth £14bn across multiple projects
• New AI hub in Liverpool to create 1,000 jobs over 3 years
• Kyndryl, world’s largest IT infrastructure provider, to establish presence in Liverpool
• Devon receiving £1m for AI-powered traffic safety system on A361
• AI cameras in Devon pilot caught 1,800 potential offenses in August

• Apple’s AI news summary feature is generating inaccurate alerts
• BBC complained about misrepresentation in December
• Apple only responded in Monday saying they’ll clarify AI-generated content
• Former Guardian editor calls for product withdrawal
• NUJ and RSF demand removal to prevent misinformation

• OpenAI appointed BlackRock executive Bayo Ogunlesi to its board
• The company removed “politically unbiased” language from its policy documents
• Their AI model ‘o1’ displays unexpected multilingual reasoning behavior
• CEO Sam Altman denied sexual abuse allegations from his sister
• OpenAI is expanding into robotics with new hiring initiatives

TLDR: Apple releases major AI update featuring ChatGPT in latest iOS 18.2 beta New features include AI image generation, smart emoji creation, and visual recognition tools Integration focuses heavily on user privacy with optional ChatGPT access Limited to newer Apple devices with advanced processors Public rollout of initial features coming next week in iOS 18.1 Apple has taken its next major step into the artificial intelligence arena with the release of iOS 18.2 beta, introducing a suite of AI-powered features including ChatGPT integration, image generation capabilities, and advanced visual recognition tools. The beta release, announced Wednesday, represents Apple’s most comprehensive…

TLDR: Nvidia fixed a critical production issue with new Blackwell AI chips Initial delay moved shipping from Q2 to Q4 2024 Issue affected manufacturing yields but not chip performance Partnership with TSMC proved crucial in resolving the problem Company expects billions in Q4 revenue from Blackwell sales Manufacturing challenges with Nvidia’s latest artificial intelligence chips have been resolved, marking the end of a production delay that temporarily concerned major tech customers and investors. CEO Jensen Huang confirmed today that the company’s highly anticipated Blackwell AI chips are now ready for full-scale production. The semiconductor manufacturer encountered a significant yield problem…

TLDR: Anthropic has released new AI models that can directly control computers like humans The upgraded Claude 3.5 Sonnet achieves record-breaking 49% score in coding tests New Claude 3.5 Haiku model matches performance of previous top model at lower cost Beta testing partners include major tech companies like Amazon and Canva Computer Use feature allows AI to browse web, fill forms, and complete complex tasks Anthropic revealed a major advancement in artificial intelligence technology on Tuesday, introducing new AI models that can directly control computers like humans do. The announcement marks a significant milestone in the evolution of AI capabilities,…