💬 Nvidia’s Return to China Marks a New Phase in the Global AI Chip War

Welcome back to the AI Business Summary newsletter!

The Big Lead: Nvidia to resume H200 shipments to China after PresidentTrump lifts the ban with a 25% tariff, reopening the AI chip race.

Here’s everything else you need to know this week in AI...

In Today’s Issue:

⚙️ Nvidia to resume H200 shipments to China
🔬 DOE launches “Genesis Mission” with Big Tech
⚡ Google debuts Gemini 3 Flash
🏛️ New York enacts RAISE Act
🛒 Instacart ends AI-pricing experiments
🔍 Anthropic releases Bloom
💬 ChatGPT adds personality controls
🎓 Amazon expands AI education nationwide
📉 FanDuel launches prediction markets in five states
🚗 Robotaxi deployments go global

Infrastructure & Compute Wars

💽 NVIDIA to resume H200 shipments to China

• President Trump reverses the prior ban, allowing chip exports with a 25% tariff.

• Initial batch: up to 80,000 chips shipped before mid-February 2026.

• Mark’s major US policy shift as China seeks AI compute parity.

• Sparks geopolitical friction over tech dependence and supply leverage.

🔬 DOE launches “Genesis Mission” with Big Tech

• Partners include Microsoft, Google, Nvidia, and Anthropic.

• Uses AI to boost national labs’ energy and security research.

• Aims to cut foreign tech dependence and speed scientific discovery.

• DOE says Genesis will become a national AI innovation backbone.

⚡ Google debuts Gemini 3 Flash

• Ends the “speed vs smarts” trade-off in AI performance.

• Combines PhD-level reasoning with lightning-fast response times.

• Multimodal input across text, audio, and images is now standard.

• Available in the Gemini app alongside Gemini 3 Pro for advanced users.

Regulation & AI Governance

🏛️ New York enacts RAISE Act

• Gov. Kathy Hochul signs sweeping AI safety law with $3 million fines.

• Requires frontier AI incident reports within 72 hours of detection.

• Creates a new state AI oversight office inside the Dept of Financial Services.

• New York joins California in setting de facto US AI safety standards.

🛒 Instacart ends AI-pricing experiments

• Tests showed identical grocery orders varying by as much as 23%.

• FTC questioned the company’s Eversight dynamic pricing tool.

• Consumer advocates said families were “unaware they were test subjects.”

• Instacart halted all tests amid backlash and vowed pricing transparency.

Agents, Alignment, & Behavior

🔍 Anthropic releases Bloom

• Open-source tool for automated behavioral evaluation of AI models.

• Measures misalignment traits like sabotage, bias, and self-preference.

• Evaluates 16 frontier models in days instead of months.

• Gives researchers a faster, standardized way to audit AI safety.

💬 ChatGPT adds personality controls.

• Users can set warmth, enthusiasm, and tone (quirky, cynical, professional).

• Adds options to adjust emoji use, headers, and list styles.

• New “live edit” mode lets users revise email text inside chat.

• Designed for brand-consistent, workflow-specific AI voices.

Adoption & Market Shifts

🎓 Amazon expands AI education nationwide

• $800K program to train 500,000 students across seven regions.

• Partners with 18 school districts and PlayLab AI for hands-on learning.

• Students build AI tools to solve local community challenges.

• Part of Amazon’s $2.5 billion “Future Ready 2030” upskilling initiative.

📉 FanDuel launches prediction markets in five states

• New app lets users wager on sports, culture, and economic events.

• Arrives days after DraftKings rolled out a similar platform.

• Expands FanDuel’s AI-driven betting and forecasting capabilities.

• Signals a broader move toward AI-powered financial speculation.

🚗 Robotaxi deployments go global

• Uber, Lyft, Baidu, and WeRide are ramping Level-4 autonomous fleets.

• Major tests are underway in the UK, UAE, Singapore, and the US cities.

• Full commercial launches are expected in 2026 across key hubs.

• Promises lower costs and 24/7 rides in AI-driven urban mobility.

🌱 Bonus Thought

The McKinsey layoffs reveal a deeper shift: analytical intelligence is becoming a commodity. The same forces hitting consulting, AI democratizing insights, execution trumping strategy, implementation beating recommendations, are reshaping every knowledge industry.

Traditional competitive moats built on hiring the smartest analysts are cracking. When AI can synthesize data and generate frameworks at scale, the premium shifts to something harder to replicate: domain expertise, relationship depth, and the ability to execute change at speed. Look at the patterns emerging across industries. Google's Gemini 3 Flash removes the tradeoff between fast and capable models. The DOE's Genesis Mission prioritizes execution over analysis, pairing AI with real-world implementation. Even Anthropic's Bloom tool automates what used to require teams of human evaluators.

The contrast is stark: analysis vs. execution, processing vs. sense-making, recommendations vs. results. Companies that cling to the old model, where smart people in rooms generate insights, will find themselves outpaced by those who combine AI-powered analysis with human judgment and delivery capability.

Your competitive advantage now lives in what you can build and ship, not what you can think and recommend.

📝 Business Prompt to Try

Why It Works

• Bridges the gap between strategy and delivery: Most orgs stop at analysis; this framework pushes AI into workflows that actually move revenue, cost, or customer metrics.

• Quantifies maturity: By rating projects on scope, execution, and feedback, you see exactly where ROI stalls and where operational leverage lives.

• Reduces pilot fatigue: Forces teams to graduate experiments into production pipelines, or shut them down.

• Builds adaptive advantage: Embedding output‑driven feedback loops turns AI from a decision‑support tool into a compounding execution engine.

💡 Quote of the Week