Goodbye Nvidia?

Is Huawei About to Break Nvidia’s Grip?

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Huawei’s getting serious about AI chips — it’s rolling out a new one called the Ascend 910D, aiming to take on Nvidia’s best. They're testing it with local tech firms now, hoping it outshines Nvidia’s H100. Meanwhile, Beijing is pushing for more homegrown tech as US restrictions tighten, and Huawei’s shipping hundreds of thousands of older chips too. China’s all-in on AI self-reliance, with Xi Jinping calling for major innovation and independence after a fresh wave of US tariffs.

Anthropic just launched a new research program on "model welfare," digging into whether future AI could be conscious and deserve moral consideration. They’re studying signs of AI preferences, distress, and ways to assess consciousness, led by researcher Kyle Fish (who thinks there’s a 15% chance AIs could already be conscious). There’s no scientific agreement yet, but with AI getting more human-like, the questions are becoming harder to ignore. Anthropic says they’re approaching it with humility and expect their thinking to evolve as they learn more.

Google DeepMind just dropped some big upgrades to its Music AI Sandbox, powered by the new Lyria 2 model that promises way higher-quality, pro-level audio. Musicians can now use new “Create,” “Extend,” and “Edit” tools to generate, expand, or remix tracks with simple text prompts. There’s also Lyria RealTime, letting artists mix styles and create interactively on the fly. Access is opening up to more musicians across the U.S., as Google pushes AI as a real creative partner, not just a toy.

Anthropic CEO Dario Amodei just dropped a blog post stressing why we desperately need better ways to actually understand AI systems before they get too powerful. He compared the goal to building an “AI MRI” that can see inside models like Claude 3 Sonnet, which already has 30M mapped features. The big worry? AI is racing ahead way faster than our ability to make sense of it — and if we don't catch up soon, it’s like handing a country full of geniuses the keys without a clue what they're planning.

OpenAI says it’d totally be down to buy Google Chrome—if the courts ever force Google to sell it. The comment came during a major antitrust trial where the DOJ is trying to break up Google’s dominance in online search. Google’s not having it, insisting Chrome isn’t up for grabs and calling the lawsuit bogus. OpenAI previously tried partnering with Google (no luck), and now it’s riding with Microsoft and Bing. Meanwhile, Google’s flexing Gemini, and OpenAI might even be cooking up its own social network. The AI wars just keep getting juicier.

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