🌐 Trump Administration Strikes Deal with AI Chip Giants (Nvidia & AMD)

Welcome to AI Business Summaries — your zero-fluff, all-signal intel on what’s really going down in the AI world.

🌐 Trump Administration strikes 15% AI chip revenue deal with Nvidia & AMD to maintain China sales
🛠️ AI wins Math Olympiad gold but still stumbles on basic high school problems
🖼️ RBI pushes board-level AI policies with governance “Sutras” for financial institutions
⚠️ China surges to No. 2 in global computing power with massive 5G and broadband expansion
🚀 Alibaba launches AI “agentic purchase” tool to automate and speed B2B sourcing
🧠 DeepSeek delays R2 model amid Huawei Ascend chip training challenges
🧒 YouTube tests AI-based age verification in U.S., sparking privacy and UX concerns

The Tech & AI Recap (you’re welcome — this saves you 3 weeks of doomscrolling)

1. 🌐 Trump Administration Strikes Deal with AI Chip Giants (Nvidia & AMD)

• U.S. secures agreement for Nvidia and AMD to pay 15% of China-bound AI chip revenue for export licenses.

• Allows continued sales into China while maintaining government leverage and oversight.

• Reflects geopolitical balancing act — keeping market access while tightening control.

2. 🛠️ AI Wins Gold at Olympiad — But Trips on High School Math

• DeepMind’s Gemini and OpenAI’s models solved 5 of 6 Olympiad problems within human time limits.

• Models still struggle with simpler high school math due to inconsistent reasoning (“jagged intelligence”).

• Highlights AI’s paradox: excels in complex niche challenges, but lacks reliable general problem-solving skills.

3. 🖼️ RBI Proposes Board-Level AI Governance in Finance

• RBI pushes regulated financial entities to adopt board-approved AI policies with 7 “Sutras” and 26 recommendations.

• Encourages leniency for first-time AI errors under safe protocols to promote responsible innovation.

• Aims to balance rapid AI adoption with structured oversight and accountability.

4. ⚠️ China – No. 2 in Global Computing Power, Accelerating AI Build-Out

• 5× growth in 5G base stations over 5 years (now 4.55M) and 34× growth in gigabit internet users (226M).

• Second in global computing power, behind only the U.S.

• Government aims to make digital infrastructure a central driver of economic growth.

5. Alibaba’s New AI Agent to Transform B2B Sourcing

• AI agent handles the full sourcing process — from finding products to delivery (“agentic purchase”).

• Cuts supplier search/negotiation from weeks to minutes, reducing costs and speeding operations.

• Potential to reshape e-commerce workflows and replace current manual sourcing flows.

6. 🧠DeepSeek Delays R2 Model Due to Huawei Chip Issues

• R2 model launch postponed despite GPT-5 hype.

• Delay linked to technical challenges with Huawei Ascend chips.

• Demonstrates how hardware constraints still dictate the pace of AI innovation.

7. 🧒 YouTube Rolls Out AI-Powered Age Verification — U.S. Beta Test Launched

• New AI tool in the U.S. estimates user age based on viewing patterns and usage habits — not just declared birth date.

• Designed to better protect minors by flagging potential under-18 accounts for parental oversight.

• Raises privacy and UX concerns: incorrect age estimates could force adults to verify identity, adding friction.

🌱 Bonus Thought: AI isn't an anomaly

It’s part of a familiar historical pattern. Every major technological leap follows a rhythm: initial hype, scattered adoption, internal silos, then a painful reckoning that forces structure, strategy, and security.

Like the internet in the '90s or cloud in the 2010s, AI is now in its messy middle — full of promise, but already creating fragmentation and invisible complexity across systems and teams.

The lesson is clear: without conscious coordination, technology doesn’t unify — it fractures. And AI, despite its intelligence, is no exception.

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