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- SunBrief#28: Trump Scraps Biden’s AI Chip Policy
SunBrief#28: Trump Scraps Biden’s AI Chip Policy
Open AI launched "cderGPT", while Microsoft bans "DeepSeek" & many more.
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Trump Scraps Biden’s AI Chip Policy
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Stock Updates
OpenAI’s "cderGPT" to Fast-Track Drug Approvals
AI Highlights of the Week
Microsoft Bans Deepseek
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Trump Scraps Biden’s AI Chip Policy
Trump Plans Overhaul of AI Chip Export Rules, Ditching Biden-Era Restrictions
The Trump administration will scrap Biden’s complex “AI diffusion rule,” which restricted advanced AI chip exports via a tiered system. It plans to replace it with a streamlined, bilateral framework that balances national security with U.S. innovation and industry competitiveness.
Key Developments:
AI Diffusion Rule Revoked: Rule deemed overly complex, risking innovation setbacks.
Industry Welcomes Change: Nvidia, facing significant losses from restrictions, supports simplified controls.
New Bilateral Framework: Proposed direct agreements aim to protect U.S. security interests without hindering global competitiveness.
The policy shift highlights the tension between safeguarding national security and ensuring the global leadership of U.S. tech firms in AI technology.
Will this shift strengthen U.S. AI leadership over the next five years? |
Stock Updates
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OpenAI’s "cderGPT" to Fast-Track Drug Approvals
OpenAI and FDA Discuss AI Integration for Faster Drug Approvals
The FDA and OpenAI’s “cderGPT,” backed by Elon Musk’s DOGE, has completed its first AI-assisted review, leading toward faster drug approvals.
Key Developments:
AI-Assisted Reviews: FDA begins AI-powered evaluations, signaling a shift towards automation.
Project cderGPT: Aims to speed regulatory reviews using AI.
Collaboration with DOGE: Reflects broader governmental support for AI use.
AI integration may significantly shorten drug approval timelines, facilitating quicker treatment access. Ensuring high-quality data and rigorous model validation remains essential for maintaining drug safety and efficacy.
Do you support the FDA partnering with OpenAI on AI-assisted drug reviews (cderGPT)? |
AI Highlights of the Week
Meta Explores Stablecoin Payments for Creators on Instagram
Meta is in early talks to use stablecoins for global payments, focusing on small creator payouts via Instagram. No firm decisions have been made.
Fintech VP Ginger Baker leads the effort as Meta explores options post-Libra/Diem. With shifting regulations, Meta sees a chance to re-enter crypto.
LinkedIn’s New AI Lets You Job Hunt Without Exact Titles or Keywords
LinkedIn’s new AI job search tools let users describe goals in plain language, matching them to roles without exact keywords or titles. Powered by LLMs, the system understands the intent behind queries and job descriptions for better results.
Features like “job match” show fit and gaps for a role, while other tools reveal hiring activity and response times. These updates aim to improve job search accuracy and reduce effort for both seekers and recruiters.
OpenAI Taps Fidji Simo as CEO of Applications
Sam Altman announced Fidji Simo will join OpenAI as CEO of Applications, overseeing teams that deliver research to users and scale operations.
Altman stays CEO of OpenAI, focusing on Research, Compute, and Safety. Simo, a current board member and former Instacart CEO, will transition into the role later this year.
Google Deploys On-Device AI to Combat Online Scams
Google now uses its on-device Gemini AI to detect tech support scams in real time across Chrome, Search, and Android, catching threats like cloaking that evade older tools.
Gemini Nano runs locally for faster, private protection. Google blocks 20x more scam pages in Search and cuts airline scam results by 80%. Android users will get scam alerts and auto-unsubscribe options.
Microsoft, O2, and others are also using AI to fight fraud.
Microsoft Bans Deepseek
Microsoft Bars DeepSeek Over Data and Propaganda Concerns
Microsoft banned employee use and app store access for DeepSeek, citing data security and propaganda risks tied to Chinese servers.
Key Points:
Data Sovereignty: DeepSeek’s data stored in China violates EU GDPR; blocked in Italy.
Propaganda Risks: Concerns over state-aligned content from DeepSeek.
Infrastructure Adjustments: Microsoft reduced U.S. data center leases amid AI infrastructure oversupply worries.
Investor Implications: Highlights growing focus on data sovereignty, content integrity, and geopolitical risks impacting AI investments. Azure’s "data control" strategy now drives 30% of Microsoft’s revenue, up from 23% in 2020.
Too Important to Miss
Last Week’s Poll Result
Do you think AI-driven advertising will benefit small businesses more than large corporations?
Yes, 38.46%; No, 26.9%; Not sure 19.2%; Benefit both,15.3%;
Do you believe Amazon's entry into satellite internet will enhance global connectivity?
Yes, 45.00%; Possibly 30%; Not sure, 15%; No, 10%;
Do you think small language models like Phi will replace larger models in everyday apps?
Yes, 40.00%; Maybe, 40%; Not sure 20%;
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