AI @ Noon | July 23

Nvidia is working on a new AI chip for China that's compatible with US export controls and could ship in 2025, according to sources.

Europol warns of rise in AI child abuse imagery: AFP reports AI makes it more difficult to identify real-life victims and perpetrators, the agency said. It also warned of using so-called "deepfake" technology to mimic real people.

Microsoft blames EU rules for allowing world’s biggest IT outage to happen: The Telegraph reports that the European Commission deal prevented software giant from making security changes that would have blocked CrowdStrike update, claims tech giant.

+ Microsoft cannot block access to the Windows kernel because of a 2009 agreement with the European Commission meant it was unable to make security changes that would have blocked the CrowdStrike update that triggered widespread travel and healthcare chaos on Friday.

+ A Microsoft spokesman said it cannot legally wall off its operating system in the same way Apple does because of an understanding it reached with the European Commission following a complaint. In 2009, Microsoft agreed it would give makers of security software the same level of access to Windows that Microsoft gets.

+ Microsoft said in a blog post Saturday that 8.5 million Windows machines were hit, or less than 1% of its global footprint. That number was enough to bring down the operations of major businesses across industries including healthcare, media, and restaurants.


Europe’s rushed attempt to set the rules for AI: The EU says its pioneering legislation will protect humans from AI’s dangers. Critics say it is undercooked and will stifle innovation. FT

Here’s where Kamala Harris stands on Big Tech, AI, and the climate fight: One of her signature issues was curtailing the distribution of pornography on social media, particularly “revenge porn.” FC

Can Kamala Harris win Silicon Valley? Fortune

In Silicon Valley, where Trump made inroads, Democrats are now invigorated: Elon Musk, Marc Andreessen and others have endorsed Donald J. Trump. But President Biden’s withdrawal has re-energized Democrats across the tech industry and may blunt that momentum. NYT

Has Silicon Valley gone MAGA? Some of America’s wealthiest tech investors have come out for Trump. But most Big Tech leaders are staying silent, for now. FT

How Biden’s AI policies pushed some Silicon Valley bigwigs toward Trump: Trump has promised VCs and AI companies a hands-off approach to AI regulation. FC

Big Tech's phony Trumpism: Why Marc Andreessen is wrong to support Trump, according to Marc Andreessen. BI

Microsoft, OpenAI push back on Republican AI strategy: Politico reports executives from Microsoft and OpenAI pushed for regulatory “rules of the road” on Friday. The two spoke as the Republican Party seems poised to undo Biden’s artificial intelligence executive order and take a light touch to restrictions on AI should former President Donald Trump be elected again.

+ “We do think we need some rules of the road. And also would prefer not to have this regulated at the state level. Fifty states regulating this will make business impossible." -- Teresa Hutson @ Microsoft

WP: Microsoft’s global sprawl comes under fire after historic outage

AI start-up Cohere raises $500mn as it seeks to take on OpenAI: 
FT reports funding round values Canadian group launched by Google alumni at $5.5bn.

An AI mafia is forming before our eyes: Here’s the definitive map: Ex-employees at places like OpenAI and Microsoft have gone on to form some of the most promising upstarts in the AI sector. FC

The first wave of AI innovation is over. Here’s what comes next: Businesses themselves, not closed-source AI companies, need ownership and control of their proprietary models. FC

The data that powers AI is disappearing fast: New research from the Data Provenance Initiative has found a dramatic drop in content made available to the collections used to build artificial intelligence. NYT

Elon Musk says Tesla to use humanoid robots next year: WSJ reports the CEO said the electric-vehicle maker would use the robots internally first before producing them for other companies.

Enjoy the ride + plan accordingly.

-Marc