SunBrief#30: Trump Pushes Apple to 'Made in USA'

OpenAI Landing in Abu Dhabi while Anthropic Brings Claude 4 in Action.

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Welcome to the SunBrief

Today in SunBrief šŸŒž

  • Simplify Training with AI-Generated Video Guides

  • OpenAI Lands in Abu Dhabi with Mega AI Data Center

  • Stock Updates

  • The Smartest AI Library on the Internet

  • Anthropic’s Claude 4 Arrives

  • AI Highlights of the Week

  • Trump Pushes Apple to 'Made in USA'

  • Too Important to Miss

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Trump Pushes Apple to 'Made in USA'

Article: Trump Threatens 25% Tariff on iPhones Made Outside the U.S.

President Donald Trump has threatened to impose a 25% tariff on iPhones sold in the U.S. unless Apple shifts production to domestic factories. This move could significantly impact Apple's operations and pricing.

Key Points:

  • Tariff Threat: Trump has proposed a 25% tariff on iPhones made outside the U.S., pushing Apple to relocate its production.

  • Manufacturing Shifts: Apple is already working on diversifying production with significant investments in India.

  • Potential Price Hike: If tariffs are imposed, the cost of iPhones could increase by up to $1,200.

Why It Matters:

The tariff threat could disrupt Apple’s supply chain, increase iPhone prices, and affect consumer demand, challenging its market position.

Trump threatens a 25% tariff on iPhones made outside the U.S. — what’s your take?

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Stock Updates

The Smartest AI Library on the InternetšŸŽ‰

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OpenAI Lands in Abu Dhabi with Mega AI Data Center

The Article: OpenAI and UAE Launch Mega AI Data Center

OpenAI is collaborating with G42 to build a 1-gigawatt AI data center in Abu Dhabi, named "Stargate UAE. " This will mark OpenAI's first international infrastructure project. The UAE aims to become a global AI leader.

Key Points:

  • Partnerships: G42 funds the project, with OpenAI and Oracle managing operations.

  • UAE's AI Goals: Enhanced ChatGPT will be available in the UAE.

  • US-UAE Deal: The UAE will receive up to 500,000 AI chips yearly.

Why It Matters:

The project strengthens global AI infrastructure and solidifies the UAE’s AI leadership role.

"Do you think the UAE will become a global leader in AI infrastructure after this deal?"

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AI Highlights of the Week

  • Apple to Open Its AI Models to Developers at WWDC

    Apple plans to let developers use its LLMs, with an announcement expected at WWDC. These models currently handle tasks like text editing and image generation.

    Initially, only on-device models will be offered via a new SDK. Core ML support and built-in safeguards could ease adoption.

    Cloud models may come later. Apple is also working on an LLM coding assistant for Xcode with Anthropic.

  • Microsoft’s Discovery Platform Finds Coolant in 200 Hours

    Microsoft launched Microsoft Discovery, an AI platform that speeds up scientific R&D, cutting work from years to days.

    Revealed at Build 2025, it uses AI agents and HPC to solve research tasks with no coding needed.

    It recently found a new coolant in 200 hours, screening 367,000 compounds.

  • NVIDIA Unveils NVLink Fusion to Power the Next Wave of AI Factories

    NVIDIA unveiled NVLink Fusion at COMPUTEX, enabling custom AI infrastructure with partners like MediaTek, Marvell, and Qualcomm.

    It connects custom CPUs to NVIDIA GPUs, delivering high-speed, scalable AI performance for data centers.

    The platform powers AI factories with up to 1.8 TB/s GPU bandwidth and is managed by NVIDIA Mission Control.

    NVLink Fusion solutions are available now.

  • Google Search Gets Smarter with New AI Mode Rollout

    Google has added a new ā€œAI Modeā€ tab to Search, offering a chatbot-like experience similar to Gemini or ChatGPT. It helps users find links, summarize info, and ask follow-up questions directly.

    Announced at I/O 2025, AI Mode is now rolling out to all U.S. users with more features on the way. Google sees it as the future of search, built on tech it helped pioneer.

    Leaders at Google say AI will make Search dramatically more powerful and personalized in the coming years.

  • Altman and Ive Plot a Post-iPhone Future with New AI Gadget

    OpenAI and Jony Ive are building a pocket-sized, screen-free, context-aware device, set to launch by late 2026.

    It’s not a phone or glasses but a ā€œthird core deviceā€ meant to complement a laptop and phone.

    Altman expects it to reach 100 million users quickly and boost OpenAI’s value by $1 trillion.

    I’ve seen it as a ā€œnew design movementā€ focused on moving beyond screens.

Anthropic’s Claude 4 Arrives

The Article: Anthropic Unveils Claude 4 AI Models

Anthropic has released Claude Opus 4 and Claude Sonnet 4, advancing AI in coding, reasoning, and agent capabilities. Opus 4 leads in coding benchmarks, while both models excel in hybrid reasoning.

Key Points:

  • Opus 4 Performance: Opus 4 excels in long-term tasks, with top scores in coding.

  • Sonnet 4 Enhancements: Sonnet 4 improves coding and instruction-following abilities.

  • Safety Measures: Opus 4 is under heightened safety protocols due to testing issues.

  • Availability and Pricing: Models available via the Anthropic API, priced at $15 per million input tokens for Opus 4.

Why It Matters:

Claude 4’s advances in AI tasks are significant, though safety concerns remain crucial for responsible deployment.

Too Important to Miss

Last Week’s Poll Result

  • Will this shift strengthen U.S. AI leadership over the next five years?

    Yes, 40.74%; Maybe, 22.22%; Not sure, 22.22%; No, 14.81%;

  • Do you think DeepSeek's R1 model will rival OpenAI's offerings in the long term?

    Yes, 57.14%; No, 21.42%; Not sure, 14.28%; Maybe, 7.14%;

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