nvidia, anthropic and openai Updates

The AI landscape is rapidly evolving across multiple dimensions, from infrastructure and investment to education and ethical considerations. Emerging markets are taking the lead in AI infrastructure development, outpacing Silicon Valley, with institutional AI investments projected to reach $110 billion by 2028. Countries like India and China are making substantial investments, exemplified by India's $1.2 billion IndiaAI Mission. This growth benefits companies like NVIDIA and TSMC, while also creating opportunities for emerging market firms. Sovereign AI is also becoming a critical national asset, with the U.S. allocating $470.9 billion and China investing $119.3 billion in AI. In the realm of AI-enhanced productivity tools, Paradigm has raised $5 million to develop its AI-powered spreadsheet, which integrates AI models from Anthropic, OpenAI, and Google's Gemini to automate data tasks for companies like EY and Cognition. Meanwhile, OpenAI's Head of ChatGPT, Nick Turley, cautions against relying solely on AI for information, noting that even advanced models like GPT-5 can have error rates around 10%. He recommends using AI as a second opinion, cross-referencing with reliable sources. AI is also making its way into education, with the Indian Ministry of Education offering five free AI courses on the SWAYAM platform, targeting students from diverse academic backgrounds. Northern Kentucky University (NKU) is also boosting its AI curriculum, supported by a $300,000 NSF grant, and introducing a new AI literacy course. However, the rise of AI also brings challenges. A professor at KAIST suggests Korea needs a special law to protect its cultural heritage when training AI models. Furthermore, Jihadi groups are increasingly leveraging AI for recruitment and propaganda, using it to generate content and target digital natives. The implementation of AI self-checkout systems at sports venues, like Fenway Park and TD Garden (using Amazon's Just Walk Out technology), is reshaping the workforce and leading to labor disputes over wages and job security. On a positive note, Perplexity is expanding its AI finance dashboard to include live transcriptions of Indian public companies' earnings calls, adding to its existing features for tracking stocks and cryptocurrency performance.

Key Takeaways

• Emerging markets are leading the AI infrastructure boom, with investments expected to reach $110 billion by 2028.
• Sovereign AI is a key national asset, with the U.S. investing $470.9 billion and China investing $119.3 billion.
• Paradigm raised $5 million for its AI-powered spreadsheet, which uses AI models from Anthropic, OpenAI, and Google's Gemini.
• OpenAI's Nick Turley advises against using ChatGPT as a primary information source due to potential errors.
• The Indian Ministry of Education offers five free AI courses on the SWAYAM platform.
• Northern Kentucky University (NKU) is expanding its AI curriculum with a $300,000 NSF grant.
• Korea may need a special law to protect cultural heritage used in AI training data.
• Jihadi groups are increasingly using AI for recruitment and propaganda.
• AI self-checkout systems, like Amazon's Just Walk Out, are reshaping the workforce at venues like Fenway Park.
• Perplexity is adding Indian stocks to its finance dashboard, expanding its coverage beyond U.S. stocks.

Emerging Markets Lead AI Infrastructure Boom Surpassing Silicon Valley

Emerging markets are now leading the global AI infrastructure boom, surpassing Silicon Valley. By 2028, institutional AI investments are expected to reach $110 billion, growing at a 24% CAGR. Countries like India and China are investing billions in AI development through initiatives like the $1.2 billion IndiaAI Mission. Companies like NVIDIA and TSMC are benefiting, but emerging market firms are also gaining ground with edge AI solutions. Investors should focus on semiconductors, cloud platforms, and sovereign AI initiatives to capitalize on this shift.

Sovereign AI a Key National Asset Amid Geopolitical Crosscurrents

Sovereign AI is now a critical national asset, with the U.S. and China investing heavily to secure dominance. The U.S. has allocated $470.9 billion to AI, while China has invested $119.3 billion. Emerging markets like India and the UAE are pursuing self-reliance in AI. AI is projected to add $19.9 trillion to the global economy by 2030, but most gains will concentrate in the U.S., China, and Europe. Investors should diversify across AI infrastructure and hedge against geopolitical shocks.

Paradigm's AI Spreadsheet Raises $5M to Reimagine Workflows

Paradigm, an AI-powered spreadsheet company, raised $5 million in seed funding. The company has launched a spreadsheet with over 5,000 AI agents that find and fill out needed information. Paradigm works with AI models from Anthropic, OpenAI, and Google's Gemini. The company's product is now available to the public, with customers like EY and Cognition already using it.

Korea Needs Special AI Law to Protect Cultural Heritage

A professor at KAIST argues Korea needs a special law for AI training data to protect its cultural heritage. AI models require massive amounts of data, and current laws on copyrights and privacy are obstacles. The proposed law would exempt certain data categories with low infringement risk but high AI training value. This could empower the government to build large-scale training databases using resources like the National Library of Korea's volumes.

Free AI Courses Available on SWAYAM Platform

The Ministry of Education has introduced five free AI courses on the SWAYAM platform. These courses target students from science, commerce, and management backgrounds. The courses cover AI/ML using Python, Cricket Analytics with AI, AI in Physics, AI in Chemistry, and AI in Accounting. The courses aim to help students develop expertise in AI, machine learning, and data science.

ChatGPT Boss Warns Against Relying on AI as Primary Information Source

Nick Turley, Head of ChatGPT at OpenAI, advises against using ChatGPT as a primary source of information. While OpenAI's GPT-5 is better than previous models, it still makes errors about 10% of the time. Turley suggests using ChatGPT as a second opinion and pairing it with verifiable sources like search engines. He is optimistic about solving the problem of AI 'hallucinations' in the future.

Jihadi Groups Increasingly Using AI for Recruitment and Propaganda

Jihadi groups are increasingly using AI to enhance their recruitment, indoctrination, and propaganda efforts. They use AI for automatic content generation, targeted outreach, and to create deepfakes. These groups target digital natives with personalized content and mimic human interactions through AI chatbots. AI also helps them exploit social media and create virtual environments for radicalization.

AI Self-Checkout Reshapes Workforce at Sports Venues Like Fenway Park

AI-powered self-checkout machines are changing the workforce at sports venues like Fenway Park and TD Garden. These machines increase sales and shorten wait times, but workers earn less in tips. Some workers are striking over the threat to wages and job security caused by automation. Venues like TD Garden are using Amazon's Just Walk Out technology, which eliminates cashiers entirely.

Perplexity Adds Indian Stocks to Finance Dashboard

AI startup Perplexity is adding live transcriptions of Indian public companies' earnings calls to its finance dashboard. The dashboard already shows market summaries, stock exchange charts, and top-performing stocks. Users can create stock watchlists, track sector performance, and see cryptocurrency performance. Previously, the dashboard only showed transcripts for U.S. stocks.

Northern Kentucky University Boosts AI Curriculum for New School Year

Northern Kentucky University (NKU) is expanding its AI curriculum, building on last year's introduction of an AI minor. NKU received a $300,000 NSF grant to develop AI classroom readiness and curriculum. The school is also introducing a new AI literacy course in the spring. The course will teach students how to code and understand AI's impact on modern life.

Sources

• The AI Infrastructure Revolution in Emerging Markets: Strategic Reallocation and Long-Term Gains
• The Strategic Imperative of Sovereign AI Infrastructure: Navigating Geopolitical and Economic Crosscurrents
• Why Paradigm built a spreadsheet with an AI agent in every cell
• Korea should consider special law for AI training data to protect cultural heritage
• Know about these 5 new AI courses for free across multiple disciplines on SWAYAM platform. DETAILS here
• ChatGPT boss warns against relying on AI as primary source of information: Here’s why
• Jihadi Use of Artificial Intelligence: A Growing Threat in the Digital Age
• Beer, hot dogs, and AI: How self-checkout is reshaping the workforce at sports venues
• Perplexity now supports live earnings call transcripts for Indian stocks
• NKU ramping up AI curriculum ahead of new school year