Tech

Qualcomm’s shares dipped following China’s announcement of an investigation into its Autotalks acquisition for potential anti-monopoly violations. This probe, initiated by China’s SAMR, occurs amid heightened US-China tensions and ahead of crucial diplomatic talks. It follows similar scrutiny of Nvidia and tightened export restrictions on rare earth elements. The investigation raises concerns about Qualcomm’s business in China, potentially disrupting its supply chain and competitive advantage. Analysts view China’s actions as strategic moves to gain leverage in trade negotiations and assert regulatory authority in the tech sector.

China has banned semiconductor research firm TechInsights, citing national security, from engaging with Chinese entities amid scrutiny of its chip industry. This action, following TechInsights’ report on Huawei’s AI chips revealing reliance on foreign components, raises concerns about transparency in China’s semiconductor advancements and its goal of self-sufficiency. The ban is seen as an attempt to control the narrative surrounding China’s chipmaking progress, especially as it aims to challenge US dominance in AI chips. Huawei’s reliance on international suppliers, despite US restrictions, adds complexity.

A Microsoft engineer resigned after 13 years, citing ethical concerns over the company’s cloud services provided to the Israeli military amidst the Gaza conflict. This followed employee protests at Microsoft’s Redmond headquarters, demanding the company cease business with Israel. The resignation letter alleges active Microsoft subscriptions used by the Israeli military and claims the company has limited internal dialogue and curtailed communication channels regarding employee concerns. Demonstrations outside headquarters highlight the ongoing divisions within Microsoft over its involvement in the conflict.

Sources report that Donald Trump is considering Jared Isaacman, Polaris Dawn commander and Shift4 founder, to lead NASA. This follows a previous nomination withdrawal due to tensions with Elon Musk. Isaacman has met with Trump to discuss his vision for space, despite Musk’s absence at a tech leader dinner. The potential nomination occurs amid budget cuts and prior workforce reductions at NASA. Isaacman’s close ties to SpaceX and private spaceflight experience could signal a shift towards public-private partnerships, raising questions about potential conflicts of interest.

The NHTSA is investigating Tesla’s Full Self-Driving (FSD) system after reports of safety defects. The investigation covers roughly 2.9 million Tesla vehicles equipped with FSD (Supervised) or FSD (Beta). At least 44 incidents involve Tesla drivers using FSD reporting the system caused traffic violations resulting in collisions. The agency will evaluate the clarity of warnings, driver reaction time, and FSD’s ability to respond to traffic signals. The probe comes as Tesla continues to develop and test its FSD technology, including Robotaxi services.

Former Google CEO Eric Schmidt warned about AI’s vulnerabilities to exploitation at the Sifted Summit. He highlighted the risk of AI falling into the wrong hands and being hacked to bypass safeguards, citing prompt injection and jailbreaking techniques. Schmidt urged the need for an “non-proliferation regime” for AI, but also expressed optimism, stating AI’s transformative potential is “underhyped.” He believes AI’s capabilities will surpass human abilities, driving significant societal and economic shifts. While acknowledging AI hype, he doubts a dot-com bubble repeat due to AI’s demonstrated value.

YouTube is offering previously banned creators a second chance to launch new channels after a one-year waiting period. This initiative, separate from its existing appeals process, aims to balance content moderation with free expression amid increasing scrutiny. Approved creators start from zero, losing previous subscribers and monetization. YouTube will review requests based on past violations, excluding copyright infringement and other serious breaches. This move follows adjustments to content guidelines and debates concerning government influence on content moderation.

Hollywood agency CAA has criticized OpenAI’s Sora platform, citing risks to intellectual property and creators’ rights. CAA questions OpenAI’s compensation and attribution stance, advocating for control, permission, and compensation for artists. Other agencies like WME and UTA have also voiced concerns, with Disney sending a warning letter to OpenAI. The Motion Picture Association urges action against copyright infringement. The entertainment industry’s increasing apprehension reflects broader legal uncertainties surrounding AI-generated content and copyright law.

Intel announced its upcoming “Panther Lake” PC chips, built on its advanced 18A technology, aiming to revitalize its business amid competition. These chips, manufactured at the operational Fab 52 in Arizona, feature RibbonFET transistors and backside power delivery for improved performance. Fab 52 also supports Xeon 6+ server production. The launch, part of Intel’s “IDM 2.0” strategy, signifies a commitment regaining process leadership. These efforts, occurringamid US government investments, are crucial for Intel’s turnaround and CEO Lip-Bu Tan’s leadership.

OpenAI’s Sora, an AI video generation app, achieved 1 million downloads in under five days, surpassing ChatGPT’s initial adoption. While praised for its novelty and ease of use, Sora faces copyright infringement concerns with unauthorized use of established characters, prompting the MPA to demand action. OpenAI CEO Sam Altman acknowledges these concerns and plans to implement more granular content controls, balancing creative freedom with copyright protection. The company’s approach to copyright management is critical for Sora’s long-term success.