Nvidia, AMD may sell high-end AI chips to China if they pay US a cut

In this Newsletter Today:

• Nvidia, AMD may sell high-end AI chips to China if they pay US a cut

• Apple’s new Siri may allow users to operate apps just using voice

• The computer science dream has become a nightmare

• AI Tutorial

• 5 Best AI Tools

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Nvidia, AMD may sell high-end AI chips to China if they pay US a cut

Nvidia and AMD have made a special deal with the U.S. government. They will pay 15% of their AI chip sales revenue to China. In return, they get export licenses. This deal opens the Chinese market again for Nvidia’s H20 and AMD’s MI308 chips. Someone stopped these sales before because of national security rules.

Key Points (Expanded):

• Revenue-Sharing Agreement: The companies will pay 15% of their AI chip revenue from China (H20 for Nvidia, MI308 for AMD) to the U.S. government for export approval.

• Strategic Reversal: This deal lifts earlier bans on export controls, so shipments can resume with specific licenses.

• Financial Impact vs. Market Access: A Bernstein analyst said that earning 85% of sales (after the cut) is better than having no access at all.

• Stocks React: Nvidia’s share price stayed steady. AMD saw a small recovery of about 1%. This shows that investors are accepting the change.

• Legal experts worry this unusual, revenue-based deal could mix export control with taxation. This raises both constitutional and ethical questions.

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Apple’s new Siri may allow users to operate apps just using voice

Apple is working on a major Siri upgrade. This upgrade may allow users to control apps by using their voice, without needing to tap the screen. Siri's new App Intents framework could let it handle multi-step tasks. You might edit photos, add items to your cart, or comment on social media. You could do all this with simple voice commands.

Key Points (Expanded)

• Voice-Only App Control With Apple’s new Siri update, you can now control apps like Uber, Amazon, WhatsApp, and YouTube using only your voice. There's no need to touch anything.

• Apps can now share specific functions with Siri using the App Intents Framework. This means you can use your voice to link tasks. For example, you can edit photos and send them, or manage shopping carts.

• Apple is testing this with its own apps and some third-party ones. They will phase the rollout, depending on app compatibility and reliability.

• Expected Launch Timeline Sources say a phased release will start in spring 2026. This aligns with the expected Siri upgrades and the rumoured iPhone 17 launch.

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The computer science dream has become a nightmare

A computer science degree was once viewed as the best way to a stable, high-paying job. Now, it's not a sure path to success. Recent graduates face unemployment rates of 6–7.5%. This is unusual for tech jobs. At the same time, AI tools are taking over entry-level coding positions. The promise of easy, high-paying jobs is vanishing at a rapid pace. Many people now feel misled and anxious about their future.

Key Points (Expanded):

• Skyrocketing Unemployment: New CS graduates face unemployment rates of 6.1% to 7.5%. That's more than double the rates for fields like biology and art history.

• AI Surpasses New Talent: AI hiring platforms now review applicants before humans do. Also, AI tools are handling coding tasks that juniors used to complete.

• A Traumatic Turnaround: In 2012, a computer science degree could bring six-figure salaries and bonuses. Today, the golden pathway has faded. Graduates feel frustrated and misled by outdated industry ideals.

• A Crisis of Trust in Education: The CS field grew four times from 2005 to 2023. Yet, it now faces fewer job openings and higher student debt. Also, the education system hasn’t prepared students for a world dominated by AI.

Read more

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