White House Pushes AI Security Standards with Anthropic
White House talks with Anthropic shift to setting AI security rules The attempt to create a standardized method to evaluate this and future such incidents underscores how the administration is racing to establish guardrails for new and powerful models that some fear can, if left unchecked, threaten economic and national security. https://t.co/20UMDYjsW8 via @politico
JPMorgan Bans Hong Kong Staff From Anthropic AI
JPMorgan Chase has stopped its staff in Hong Kong from accessing Anthropic’s AI models, following a similar move by rival Goldman Sachs in a sign of the intense scrutiny on the technology’s use outside the US. https://t.co/FPksn35LXb
G7 Caps Critical Mineral Imports at 60% by 2030
G7 countries have agreed that no single country should supply more than 60% of their imports of critical minerals by 2030 in a effort to reduce their reliance on China Japan already there, after 15 years of real strategy and...
China’s AI‑enhanced Engines Eclipse Japan’s Lead
#ChinaAIDiffusioWatch China automakers leap forward in internal combustion engine tech Japan's lead in arena eroded by highly fuel-efficient motors that use AI https://t.co/2aj4nJe5Am via @NikkeiAsia
Taiwan President Trusts Trump to Greenlight $14B Arms Deal
Taiwan’s President Says He Trusts Trump to Approve Arms Sales President Lai Ching-te made the hopeful remarks after Mr. Trump suggested that he could use a proposed $14 billion arms package for Taiwan as leverage with Beijing. https://t.co/I6iPulab9G
Bosch Fined $36 Million for Illegal Huawei Shipments
Robert Bosch GmbH (Bosch) To Pay $36 Million Penalty to BIS for Violations Pertaining to Shipments to Huawei https://t.co/NU1OG38hzy https://t.co/vT43aKoys3
Samsung Reports Surge in Chip Orders From BYD, Google, AMD
Samsung sees rising chip production requests from BYD, Google, AMD: sources Yes BYD, the company indirectly, vaguely, somehow but who really knows how linked to the China military... https://t.co/rtXhSXPHXn
US Commerce Secretary Demands Permission for Anthropic's Foreign AI Access
US Commerce Secretary Howard Lutnick warned Anthropic in a letter last week that it would need government permission to grant foreign nationals access to its most advanced AI models. https://t.co/RIPMVmZips
White House Limits Anthropic Exports over Chinese Access Concerns
White House’s export limits on Anthropic linked to concerns about Chinese access It’s unclear how the White House learned of the issue, which organization accessed the model, and how it gained access to Mythos. Color me skeptical....a little too convenient... https://t.co/SXoNwarzO9
Federal Ban on Hostile Car Software Has Critical Gaps
A federal push to keep adversary-linked software out of smart vehicles on U.S. roads has ‘meaningful gaps,’ cybersecurity experts say "experts"....there are many ways to secure smart vehicles...millions of Teslas in China... https://t.co/w50JycKsdG via @WSJ
AI Surge Cripples Supply of Tiny MLCC Capacitors
The ‘rice of electronics’: how AI-driven demand for MLCCs triggered a supply bottleneck An AI server needs up to 28,000 MLCCs per unit, a 13-fold increase from a standard set-up, according to China Securities. Uhoh, another real "chokepoint" technology.... https://t.co/UcnuYCgYpa
China Bans Infineon, Boosting Domestic GaN Stocks
China’s ban on German chip giant Infineon sparks rally in domestic GaN stocks A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May https://t.co/n1Mci3gtlf via @scmpnews
Nvidia Gains Ground in AI Inference Chip Market
Nvidia’s Share of AI Inference Chip Market Appears to Be Rising — The Information https://t.co/qOSPiKRic7

Xiaomi Turns Inference Speed Into Competitive Moat
Xiaomi’s MiMo-V2.5-Pro-UltraSpeed release is easy to dismiss as another Chinese AI benchmark claim. It is more interesting than that...key story is not just a 1T-parameter model hitting 1000+ tokens/sec. It is Xiaomi trying to turn inference speed into a product...
Society Won’t Accept AI Power Concentrated in Few Models
"The last thing any of us want is a world where every company across every sector is ceding value to a few models that eat everything they see. If all the value is accrued by only a few models, the...