July 25, 2025

analysis  
Nvidia, AMD at Trump AI Event; Meta, Microsoft Chip Push

Several significant developments are shaping the AI landscape. President Trump has signed executive orders aimed at preventing "woke AI" in government, focusing on ideological neutrality and prioritizing accuracy over biases like DEI. This initiative includes rules for chatbots and seeks to promote American AI technology exports, with Nvidia CEO Jensen Huang and AMD CEO Lisa Su attending related events. Trump also stated that AI firms shouldn't have to pay for all copyrighted content used for training AI models. Meanwhile, the Open Compute Project (OCP), backed by Meta and Microsoft, is advocating for open hardware standards in AI infrastructure to avoid market fragmentation and reduce costs, launching an "Open Chiplet Economy." In the financial markets, gold prices are dropping due to optimism surrounding AI and potential U.S. trade deals. Companies like AMD, Tesla, and Ambarella are being recognized as potentially undervalued in the physical AI space, which connects digital AI to machines and robots. Concerns around AI security are also growing, with new threats like deepfakes and AI-generated phishing emails emerging, necessitating AI-driven detection and employee training. ServiceNow CEO Bill McDermott believes AI will reduce the need for "soul-crushing jobs" by automating tasks in IT, customer support, and security. OpenAI CEO Sam Altman has voiced concerns about AI's rapid evolution and its potential impact on the nature of work. Finally, while there are fears that AI is taking graduate jobs, economic uncertainty and offshoring may be more significant factors in the decline of entry-level job postings.

Key Takeaways

  • President Trump signed executive orders to prevent "woke AI" in government, emphasizing ideological neutrality and accuracy.
  • Trump's AI plan includes rules for chatbots and aims to boost American AI technology exports.
  • The Open Compute Project (OCP), backed by Meta and Microsoft, promotes open AI hardware standards to prevent market fragmentation.
  • OCP is launching an "Open Chiplet Economy" to enable interchangeable semiconductor parts.
  • Gold prices are falling due to optimism around AI and potential U.S. trade deals.
  • AMD, Tesla, and Ambarella are identified as potentially undervalued "physical AI" stocks.
  • AI is creating new cybersecurity threats, requiring AI-driven detection and employee training.
  • ServiceNow CEO suggests AI will reduce the need for "soul-crushing jobs" by automating tasks.
  • OpenAI CEO Sam Altman expressed concerns about AI's rapid evolution and its impact on work.
  • Economic uncertainty and offshoring may be bigger factors than AI in the decline of entry-level job postings.

Trump vows to keep woke AI out of Washington

President Trump signed three executive orders to keep what he calls "woke AI" out of the government. The orders aim to ensure AI models are neutral and don't favor ideologies like DEI. Trump wants AI to prioritize truth and accuracy, not manipulate information. He also seeks to remove regulations hindering AI development and promote U.S. AI technology abroad. These moves are part of Trump's plan to make America an AI export leader.

Trump targets woke AI with new executive orders

President Trump signed executive orders to stop the federal government from using AI that isn't truthful or ideologically neutral. He said Americans don't want "woke Marxist lunacy" in AI models. The orders require AI to prioritize accuracy and objectivity, avoiding biases like diversity, equity, and inclusion (DEI). Trump also aims to speed up data center construction and boost American AI technology exports to allies. These actions are part of his plan for American technological dominance in AI.

Trump's AI plan includes political neutrality rules for chatbots

The Trump administration's AI Action Plan aims to boost the AI industry but also seeks to control how chatbots handle political topics. An executive order insists that AI models used by the government promote "ideological neutrality," avoiding biases like DEI. Experts worry this could be used to push specific ideologies. The plan also focuses on speeding up AI innovation and promoting American technology exports. Nvidia CEO Jensen Huang and AMD CEO Lisa Su attended the event.

Trump targets woke AI what does it mean

President Trump signed an order to steer federal contracts to AI companies free of ideological bias, targeting what he calls "woke AI." This aims to prevent AI models from promoting diversity, equity, and inclusion (DEI). Experts say defining "woke AI" is difficult, raising First Amendment concerns. AI models often show biases from the data they use, making neutrality hard to achieve. The order lists concepts like critical race theory and transgenderism as things to avoid in AI.

Meta-backed OCP promotes open AI hardware to avoid costly silos

The Open Compute Project (OCP), supported by Meta and Microsoft, is pushing for open hardware standards to prevent market fragmentation in AI infrastructure. CEO George Tchaparian says open standards will keep costs down as AI demands grow. OCP is launching an "Open Chiplet Economy" to allow mixing and matching of semiconductor parts. The 2025 OCP APAC Summit in Taipei will address regional supply chain issues. OCP also focuses on reducing the environmental impact of data centers.

Meta-backed OCP promotes open AI hardware to avoid costly silos

The Open Compute Project (OCP), backed by Meta and Microsoft, is promoting open hardware for AI to avoid costly, closed systems. CEO George Tchaparian says open standards will prevent market fragmentation as AI infrastructure demands increase. OCP is launching an "Open Chiplet Economy" for interchangeable semiconductor parts. The 2025 OCP APAC Summit in Taipei will tackle regional supply chain challenges. OCP also emphasizes reducing the environmental impact of AI infrastructure.

Gold prices drop amid US trade deal and AI optimism

Gold prices are falling because of positive news about a U.S. trade deal and excitement around artificial intelligence. These factors are reducing the appeal of gold as a safe investment.

Are AMD, Tesla, Ambarella undervalued physical AI stocks

Physical AI, which connects digital AI to machines and robots, is growing. NVIDIA leads in AI with its GPU technology, impacting automotive, robotics, and smart cities. Advanced Micro Devices (AMD) brings AI to devices with its Ryzen line and is undervalued. Tesla focuses on autonomous vehicles (AV) like Cybercab and the Optimus robot. Ambarella focuses on computer vision and edge computing, enabling real-time decision-making. Symbotic automates supply chains for companies like Walmart and Amazon.

Trump says AI firms shouldn't pay for all copyrighted content

President Trump said AI companies shouldn't have to pay for all copyrighted content used to train AI models. He believes this would hurt the U.S.'s ability to compete with countries like China. Trump said that AI should be able to use knowledge from articles and books without complex contract negotiations. His comments came as the White House announced its AI Action Plan, which focuses on expanding data centers and reducing regulations.

AI security risks and how to fight them

AI is creating new cybersecurity threats like deepfakes and AI-generated phishing emails. Cybercriminals use AI to exploit trust and breach systems, causing intellectual property theft and social engineering attacks. Defending against these threats requires AI-driven detection, employee training, and strategies like intellectual property leakage prevention. Employees are key in spotting social engineering threats, so training programs should cover data security, password management, and policy compliance. Staying updated on regulations is also important.

ServiceNow CEO says AI will help save souls

ServiceNow CEO Bill McDermott suggests AI will reduce the need for "soul-crushing jobs." AI is helping in areas like IT, customer support, and security, reducing the need for human labor. McDermott says AI agents work hard without needing pay or benefits, complementing the workforce. ServiceNow is still hiring but less for these functions, expecting other companies to adopt this approach. AI can automate manual work, allowing employees to focus on higher-value tasks.

AI knows it shouldn't be trusted for everything says AI

AI is becoming more common, but it's important to be cautious about relying on it too much. ChatGPT admits that over-reliance on AI can harm critical thinking and creativity. While AI can provide quick answers and summarize information, it's not a replacement for human judgment. ChatGPT also gave surprisingly complimentary answers. It's important to balance the benefits of AI with the need to maintain human skills and creativity.

Is AI taking graduate jobs Economic uncertainty may be bigger factor

Many graduates fear AI will replace entry-level jobs, but economic uncertainty and offshoring may be bigger factors. Job postings for entry-level roles requiring a degree have dropped significantly since 2022. However, some sectors less affected by AI also saw sharp declines in job listings. Experts say multiple factors contribute to the downturn, including government fiscal changes and decreased funding. While AI may play a role, it's hard to distinguish its impact from other economic issues.

OpenAI CEO Sam Altman shares fears about AI's rapid evolution

OpenAI CEO Sam Altman discussed his fears about AI's rapid progress with comedian Theo Von. He acknowledged the race to develop AI and the uncertainty it brings. Altman said AI could change the nature of work and human purpose. He hopes humans will find ways to stay at the center of the story even as AI takes over tasks. Altman also cautioned that the transition will be unsettling for those whose jobs are displaced.

Sources

AI Artificial Intelligence Trump Executive Order Ideological Neutrality DEI Diversity, Equity, and Inclusion Bias Data Centers AI Exports American Technology Political Neutrality Chatbots AI Action Plan Nvidia Jensen Huang AMD Lisa Su Open Compute Project OCP Meta Microsoft Open Hardware Open Standards AI Infrastructure Supply Chain Data Centers Environmental Impact Physical AI GPU Autonomous Vehicles Computer Vision Edge Computing Copyright AI Training Cybersecurity Deepfakes Phishing Intellectual Property Theft Social Engineering AI Detection Employee Training ServiceNow Automation ChatGPT Critical Thinking Creativity Graduate Jobs Economic Uncertainty Offshoring Sam Altman OpenAI Job Displacement