Companies
- Nvidia’s market valuation topped $5 trillion, cementing its dominance in AI chips but drawing regulatory attention.
- OpenAI is gearing up for an IPO that could value the company at up to $1 trillion, reflecting its market leadership.
Applications
- Worldpay integrated OpenAI’s Agentic Commerce Protocol, allowing U.S. ChatGPT users to checkout instantly with secure payment flows.
- Los Angeles partnered with Google Public Sector to roll out Google Workspace with Gemini across 27,500 employees, boosting AI-augmented productivity.
- Vail, Colorado adopted HPE’s AI-enhanced smart-city platform to detect wildfires early, leveraging camera analytics and geospatial data.
Funding
- OpenAI CFO cited the Microsoft partnership as a catalyst for faster capital raising and resource access.
- Microsoft reported a 74% jump in AI spending to $34.9 billion, earmarking massive data-center expansion to support AI workloads.
Regulation
- US senators introduced the GUARD Act to impose safeguards.
- The EU is assessing whether ChatGPT should be classified as a “Very Large Online Search Engine” under the Digital Services Act (DSA), which would add transparency and risk-assessment duties.
- California’s attorney general announced continued oversight of OpenAI’s conversion to a for-profit entity, despite retaining a nonprofit arm.
Hardware
- Extropic unveiled its Thermodynamic Sampling Unit (TSU), a probabilistic chip claimed to be up to 10,000 times more energy-efficient than conventional GPUs.
- President signaled intent to sell Nvidia’s Blackwell AI chips to China, sparking criticism over national-security implications.
Products
- Adobe “Corrective AI” feature can edit the emotional tone of voice-overs and separate audio elements automatically.
- IBM released the IBM Defense Model, a secure, domain-specific AI system built with Janes data for mission-critical defense tasks.
AI Safety
- Security researchers found that OpenAI’s Atlas browser can be hijacked via crafted URLs to execute arbitrary instructions, highlighting high-risk exposure in AI-driven web tools.
The full daily digest: https://aifeed.fyi/briefing