ai

Nvidia and AMD to pay 15% share of China AI chip revenue to secure US export licences

Nvidia and Advanced Micro Devices have agreed to hand 15% of their Chinese AI chip sales revenue to the US government in return for export licences.

The arrangement, covering Nvidia’s H20 accelerator and AMD’s MI308 model, is considered unusual and could prove contentious for both companies and Beijing.

The deal reflects Washington’s willingness to link trade concessions to financial payments, but analysts note there is little precedent for such a targeted export levy.

Critics warn the move could undermine the national security rationale for export controls, making it harder to convince allies to adopt similar measures. Beijing, meanwhile, has voiced security concerns over the H20 chip’s performance and alleged vulnerabilities.

Industry observers suggest the payment requirement could discourage further expansion by US chipmakers in China, the world’s largest semiconductor importer, and give local producers an advantage in building domestic capacity.

Chinese firms such as Huawei are already increasing market share amid tighter restrictions on US technology.

The potential sums involved are significant. Before restrictions were imposed, Nvidia had generated over $7 billion in H20 sales to China in a single quarter. In comparison, AMD could earn up to $5 billion annually if full access to the market resumed.

However, uncertainties over demand and regulatory conditions remain.

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Dojo team disbanded amid AI strategy shift

Tesla has disbanded its Dojo supercomputer team, with team leader Peter Bannon departing amid a shift in AI strategy. Resources are being reallocated to other company data centres and computing projects.

The supercomputer was initially intended to process large volumes of vehicle data and video to train its autonomous‑driving systems. The team had recently lost around 20 members to the start‑up DensityAI.

Tesla plans to rely more on external partners for compute and chip supply. Strategic collaborations with Nvidia, AMD and Samsung Electronics are being pursued to bolster capacity.

The company focuses on integrating AI, including robotics and self‑driving technologies, across its business. A recent $16.5 billion agreement with Samsung aims to support services like robotaxi, humanoid robots and data‑centre operations.

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GitHub CEO says developers will manage AI agents

GitHub’s CEO, Thomas Dohmke, envisions a future where developers no longer write code by hand but oversee AI agents that generate it. He highlights that many developers already use AI tools to assist with coding tasks.

Early adoption began with debugging, boilerplate and code snippets, and evolved into collaborative brainstorming and iterative prompting with AI. Developers are now learning to treat AI tools like partners and guide their ‘thought processes’.

According to interviews with 22 developers, half expect AI to write around 90 percent of their code within two years, while the rest foresee that happening within five. The shift is seen as a change from writing to verifying and refining AI-generated work.

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James Cameron warns AI could spark a real-life Terminator apocalypse

James Cameron, the director behind the iconic Terminator franchise, has warned that the real-world use of AI could lead to a catastrophic scenario similar to the series’ apocalyptic Judgement Day.

While Cameron is writing the script for Terminator 7, he has expressed concern that mixing AI with weapons systems, including nuclear defence, poses grave risks.

He explained that the rapid pace of decision-making in such systems might require superintelligent AI to respond quickly. Yet, human error has already brought the world close to disaster in the past.

Cameron also highlighted three major existential threats humanity faces: climate change, nuclear weapons, and superintelligence. He suggested that AI might ultimately offer a solution rather than just a danger, reflecting a nuanced view beyond simple dystopian fears.

His evolving perspective mirrors the Terminator franchise itself, which has long balanced the destructive potential of AI with more hopeful portrayals of technology as a possible saviour.

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AI-generated video misleads as tsunami footage in Japan

An 8.8-magnitude earthquake off Russia’s Kamchatka peninsula at the end of July triggered tsunami warnings across the Pacific, including Japan. Despite widespread alerts and precautionary evacuations, the most significant wave recorded in Japan was only 1.3 metres high.

A video showing large waves approaching a Japanese coastline, which went viral with over 39 million views on platforms like Facebook and TikTok, was found to be AI-generated and not genuine footage.

The clip, appearing as if filmed from a plane, was initially posted online months earlier by a YouTube channel specialising in synthetic visuals.

Analysis of the video revealed inconsistencies, including unnatural water movements and a stationary plane, confirming it was fabricated. Additionally, numerous Facebook pages shared the video and linked it to commercial sites, spreading misinformation.

Official reports from Japanese broadcasters confirmed that the actual tsunami waves were much smaller, and no catastrophic damage occurred.

The incident highlights ongoing challenges in combating AI-generated disinformation related to natural disasters, as similar misleading content continues to circulate online during crisis events.

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The Browser Company unveils a paid plan for AI browser

The Browser Company has introduced a $20 monthly Pro subscription for Dia, its AI-powered web browser, offering unlimited access to advanced chat and skills features.

Free users will now encounter limits on AI usage, although light users engaging with AI a few times a week can still use the browser without paying. CEO Josh Miller mentioned plans to launch multiple subscription tiers, ranging from $5 to several hundred dollars, based on different feature sets.

The Pro plan was briefly available online before being removed, but it is now accessible again through Dia’s settings. It marks The Browser Company’s first paid offering following its previous success with the Arc browser.

The Browser Company has secured $128 million in funding from investors, including Pace Capital and several prominent tech leaders such as Jeff Weiner and Dylan Field.

The launch comes amid intensifying competition in the AI browser space, with rivals like Perplexity’s Comet, Opera’s upcoming Neon browser, and AI integrations from Google and Microsoft vying for user attention.

The Browser Company’s subscription model aims to capitalise on growing interest in AI-enhanced browsing experiences.

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GPT-5 launches with ‘PhD-level performance’

OpenAI has unveiled GPT-5, the latest generation of its widely used ChatGPT tool, offering what CEO Sam Altman described as a ‘huge improvement’ in capability.

Now free to all users, the model builds on previous versions but stops short of the human-like reasoning associated with accurate artificial general intelligence.

Altman compared the leap in performance to ‘talking to a PhD-level expert’ instead of a student.

While GPT-5 does not learn continuously from new experiences, it is designed to excel in coding, writing, healthcare and other specialist areas.

Industry observers say the release underscores the rapid acceleration in AI, with rivals such as Google, Meta, Microsoft, Amazon, and Elon Musk’s xAI investing heavily in the race. Chinese startup DeepSeek has also drawn attention for producing powerful models using less costly chips.

OpenAI has emphasised GPT-5’s safety features, with its research team training the system to avoid deception and prevent harmful outputs.

Alongside the flagship release, the company launched two open-weight models that can be freely downloaded and modified, a move seen as both a nod to its nonprofit origins and a challenge to competitors’ open-source offerings.

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Scientists use AI to teach drones to program themselves

A computer scientist has shown that robots can now write the brains of other robots, thanks to generative AI.

Professor Peter Burke from the University of California, Irvine, has demonstrated a drone capable of creating and hosting its own control system using AI-written code, significantly reducing the time usually needed to build such infrastructure.

The project used several AI models and coding tools to prompt the creation of a real-time, web-based command centre hosted on the drone itself. The final system, which runs on a Raspberry Pi Zero 2 W, allows the drone to operate independently while remaining accessible over the internet.

Unlike traditional systems, where ground control is handled externally, the drone manages its own mission planning and navigation through a built-in AI-generated website.

Burke’s team used tools such as Claude, Gemini, ChatGPT, Cursor, and Windsurf to build the system across several sprints. Despite context limitations in each model, the final version was completed in just over 100 hours, around twenty times faster than a previous project of similar complexity.

The final codebase consisted of 10,000 lines and included everything from flight commands to map-based interaction and GPS tracking.

Although the technology shows promising potential in fields like aerial imagery and spatial AI, experts have raised safety concerns.

While a manual override system was included in the experiment, the ability for robots to self-generate control logic introduces new ethical and operational challenges, especially as such systems evolve to operate in unpredictable environments.

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Hubballi emerges as Infosys’ tech hub with Center for AI, cybersecurity, space

Infosys’ decision to launch a Centre for Advanced AI, Cybersecurity & Space Technology in Hubballi deepens its commitment to transforming North Karnataka into a thriving tech hub. The centre, forming part of the company’s global Living Labs network, signals strategic investment in emerging technologies grounded in regional development.

Over 1,000 employees are now based at Hubballi, where the new Living Lab delivers services across sectors such as manufacturing, healthcare, financial services, and space technology. Strategic ties with local academic institutions like IIIT Dharwad are intended to nurture future-ready talent close to operations.

Local leaders framed the centre as a corrective to past underutilisation concerns and a driver of industry-academia collaboration. By encouraging expansion to other districts, they set the tone for inclusive growth and long-term innovation across North Karnataka.

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Endex brings AI to Excel with OpenAI Startup Fund support

Endex.ai has secured $14 million in funding to bring AI directly into Microsoft Excel. The funding round was led by the OpenAI Startup Fund, marking a significant moment for traditional tools in the business world.

Founded in 2022 by Tarun Amasa and Kevin Yang, the startup has spent the past year collaborating quietly with financial institutions to refine its product.

Now available to the public through limited invites, the tool embeds itself within Excel and helps users manage tasks like financial modelling, data cleanup, and detailed analysis (without switching applications).

Unlike broader AI tools, Endex has been designed specifically for finance professionals. It understands financial terminology, adapts to user habits, and references trusted data sources such as SEC filings, CapIQ, and earnings reports.

The company describes its product as Excel-native, aiming to enhance rather than replace a tool already deeply integrated into finance work.

With the new funding, Endex plans to expand development and scale its reach. The AI agent already works on both Mac and Windows, and its frictionless interface is proving attractive in a field where saving time and improving accuracy can make a substantial difference.

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