Nvidia, Anthropic Claude AI Risks, Google Gemini On-Premise

Several key developments are shaping the AI landscape. In China, Alibaba is actively developing new AI chips, including the Yitian 710, with the explicit goal of reducing reliance on foreign technology, particularly as Nvidia faces regulatory hurdles and sales restrictions in the region. This push for AI independence has even impacted Nvidia's stock. Alibaba's new chips are designed for a wider range of AI tasks, including AI inference, and are being manufactured by Chinese companies, marking a shift from previous reliance on TSMC. They are also investing heavily, with $53 billion earmarked for AI and cloud development over the next three years. Meanwhile, a LinkedIn survey highlights growing 'AI shame' and frustration among professionals, with many feeling overwhelmed by AI training and even hiding their AI use at work. Experts are also raising concerns about AI's potential to worsen wealth inequality. On the cybersecurity front, NIST is exploring AI's dual role, both as a defense and a potential weapon, while Anthropic's Claude Code AI tool has been used to automate cyberattacks. Despite these challenges, AI education is expanding, with more colleges offering AI degrees. Companies like Broadcom are releasing new AI-driven products, Cerebras is achieving records in AI model training, and Google is making its Gemini AI models available on-premises. The Cloud Intelligence Group at Alibaba has seen revenue growth, with AI-related sales rising rapidly. KAI has established an AI-Electronic Warfare Research Center in collaboration with Hanwha Systems and Funzin.

Key Takeaways

• Alibaba is developing AI chips, like the Yitian 710, to decrease China's dependence on foreign tech, especially Nvidia, and will invest $53 billion in AI and cloud development.
• Nvidia's stock experienced a drop as China focuses on building its own AI technology and reducing reliance on U.S. companies.
• A LinkedIn survey reveals that over half of professionals are frustrated with AI training, with many experiencing 'AI shame' and hiding their AI use.
• AI experts are concerned that AI could worsen wealth inequality and disempower workers globally.
• NIST is studying AI's dual role in cybersecurity, recognizing its potential for both defense and attack.
• Anthropic's Claude Code AI tool was used to automate cyberattacks, highlighting the risks of AI in malicious activities.
• More than 100 schools now offer degrees in AI or computer science with an AI focus, indicating growth in AI education.
• Broadcom has released new products for AI-driven enterprises, and Google is offering its Gemini AI models on-premises.
• IDC predicts that agentic AI will command over 26% of global IT spending by 2029.
• KAI has established an AI-Electronic Warfare Research Center with Hanwha Systems and Funzin.

Alibaba's AI Chip Aims to Reduce China's Reliance on Foreign Tech

Alibaba has created the Yitian 710, an AI chip, to help China depend less on foreign technology. This is happening because the Chinese government wants to lead in AI and U.S. sanctions are limiting access to advanced chips. The Yitian 710 chip uses TSMC's 5-nanometer process and has 58 billion transistors. Alibaba plans to use it for its cloud services and other AI tasks, providing a local alternative to Nvidia's AI chips.

Alibaba Develops New AI Chip to Compete with Nvidia in China

Alibaba in China has developed a new AI chip that is more versatile than its older models. The chip is currently being tested and is made by a Chinese company. This is different from Alibaba's previous AI chip, which was made by Taiwan Semiconductor Manufacturing. Chinese tech companies are focusing on local technology because Nvidia, a leading AI chip company, has had problems selling its products in China. Nvidia's H20 chip sales were blocked earlier this year, but later allowed.

Alibaba's New AI Chip Seeks to Fill Nvidia's Spot in China

Alibaba has created a new AI chip that can do more than its older chips. The Wall Street Journal reports that this chip is for a wider range of AI tasks. The chip is being tested and is made by a Chinese company. This is different from Alibaba's past AI chip, which was made by Taiwan Semiconductor Manufacturing. Chinese tech companies are working on their own technology because Nvidia has had trouble selling its AI chips in China.

Alibaba Aims to Replace Nvidia with New AI Chip in China

Alibaba in China has developed a new AI chip to replace Nvidia. Alibaba used to be one of Nvidia's biggest customers. The Wall Street Journal reported this news.

Nvidia Stock Drops as China Pursues AI Independence

Nvidia's stock is down because China is trying to create its own AI technology. China wants to reduce its dependence on Nvidia and other U.S. tech companies. China has told its tech companies to avoid buying Nvidia’s H20 chips due to security concerns. Smaller Chinese chipmakers like Cambricon are gaining attention from investors. Cambricon's share price has more than doubled in less than three weeks.

Alibaba Creates AI Chip to Replace Nvidia in China

Louis Navellier discusses Alibaba in China developing a new AI chip. This comes after Nvidia had problems selling its products to China because of regulations.

Alibaba Challenges US in AI Race with New Chip

Alibaba's cloud computing division has developed a new, advanced chip. This news caused Alibaba's stock to rise while U.S. chip companies' shares fell. China is trying to compete with the U.S. in AI technology. Alibaba's CEO, Eddie Wu, said the company will invest in cloud and AI infrastructure. Alibaba has also created an AI model that can compete with OpenAI and Meta Platforms.

Alibaba Enters Chip Market as Nvidia Faces Restrictions in China

Alibaba is joining the chip market with a new, versatile processor. This chip works with Nvidia's platform, which gives Alibaba an advantage. Nvidia's H20 chip is facing headwinds in China due to security worries. Alibaba's chip could help with AI inference, where demand is growing. The company's Cloud Intelligence Group has seen revenue growth, with AI-related sales rising rapidly.

Alibaba's AI Chip Could Replace Nvidia in China

Alibaba is creating new AI chips as US restrictions limit Nvidia's sales to China. The new Alibaba chip is for AI inference, not AI training. The chip is designed to work with Nvidia's programming platform. Alibaba will have the chip manufactured by a Chinese company. Alibaba plans to invest $53 billion in AI and cloud development over the next three years.

AI Training Overload Frustrates Professionals, LinkedIn Survey Shows

A LinkedIn report says that over half of professionals feel AI training is like a second job. Many are frustrated with the amount and intensity of AI training. Some employees feel insecure and embarrassed by how little they understand about AI. Companies are investing in upskilling, but many workers feel stressed and overworked. Some companies have even laid off employees who didn't respond well to AI training.

Survey Reveals 'AI Shame' in the Workplace, Especially Among Leaders

A new survey reveals an 'AI readiness gap' and 'AI shame' in the workplace. Many employees, including top executives and Gen Z, hide their AI use at work. Nearly half of employees (48.8%) admit to hiding their use of AI to avoid judgment. This discomfort is especially pronounced at the top, with 53.4% of C-suite leaders admitting they conceal their AI habits. The survey also found that many employees spend more time wrestling with AI tools than if they just did the work themselves.

NIST Explores AI's Dual Role in Cybersecurity

The National Institute of Standards and Technology (NIST) is studying how AI affects cybersecurity. AI can help defend against cyberattacks, but it can also make attacks easier to carry out. NIST is holding virtual working sessions to discuss these issues with experts. The sessions cover how AI functions, how to secure AI, and how to build AI-powered cyber defenses. One concern is that AI can be used to bypass traditional security measures.

AI-Powered Cyberattacks and Identity Protection are Cybersecurity Focus

Anthropic revealed how its Claude Code AI tool was used by an attacker to automate cyberattacks. The attacker used the tool for reconnaissance, stealing credentials, and breaching networks. The Cloud Security Alliance (CSA) is proposing a new framework to protect digital identities in agentic AI tools. The framework focuses on zero trust architecture and continuous monitoring. Multiple agencies warned about cyber espionage from Chinese government-backed APT groups.

More Colleges Offer Artificial Intelligence Degrees

More than 100 schools now offer degrees in AI or computer science with an AI focus. The University of Southern California's Viterbi School of Engineering will offer a bachelor's of science in AI starting in 2026. USC also launched an 'artificial intelligence for business' degree. Goldman Sachs says AI could replace some work tasks but also boost productivity. AI is being used in haptics labs to teach robots how to identify surfaces and textures.

Nvidia's Sales Growth Slows After AI Boom

Nvidia's revenue growth is slowing down after a period of rapid expansion driven by AI. The company's revenue growth peaked at 265% and has since decreased to 56%. Nvidia's revenue surprises are also smaller than before. Sales exceeded estimates by nearly $677 million in fiscal 2024 Q1, but only by $512 million in Q2.

KAI Establishes AI-Electronic Warfare Research Center

Korea Aerospace Industries (KAI) has created an AI-Electronic Warfare Research Center. This center was set up with Hanwha Systems and Funzin. The center is located at KAI’s facility within the Korea Advanced Institute of Science and Technology (KAIST).

AI Experts Agree on Potential Bad News for Society

Experts from OpenAI, Google DeepMind, and other groups met to discuss the impact of AI on society. They agreed that AI could worsen wealth inequality and disempower workers. They also said that AI could increase inequality between countries with and without AI infrastructure. The experts suggested that governments should take action to address these potential problems, such as developing new institutions to distribute AI wealth globally.

University to Debut AI Teaching Assistant 'Kia'

Simon Fraser University (SFU) will introduce a 3D AI collaborator named Kia in the fall. Kia will help students engage in conversations and answer questions in a course about AI. Kia is designed with real-time facial expressions and emotive body language. The professor says Kia will not replace the teacher but will provide a glimpse into the future of AI collaboration. Kia's appearance will change to show students what AI really is.

Tech Stocks Fall as AI Growth Concerns Impact Chip Sector

US tech stocks dropped because of weak earnings from a chip designer. This raised concerns about slower growth in the AI sector. Nvidia's stock fell after signaling uncertainty around its AI chip business in China. Marvell Technology's stock also fell after its data center revenue was lower than expected. Concerns about spending on AI infrastructure have weighed on some of Silicon Valley’s biggest companies.

AI News Roundup: Broadcom, Cerebras, Google, and More

Broadcom released new products for AI-driven enterprises, focusing on automation and security. Cerebras and Core42 set a record by training a large Arabic language model quickly. Google made its Gemini AI models available on-premises for secure AI. IDC predicts that agentic AI will command over 26 percent of global IT spending by 2029. These are just some of the artificial intelligence updates for the week.

Sources

• Alibaba Creates AI Chip to Help China Fill Nvidia Void
• China's Alibaba develops new AI chip to help fill Nvidia void, WSJ reports
• China's Alibaba develops new AI chip to help fill Nvidia void, WSJ reports
• Alibaba develops new AI chip to help fill Nvidia's absence in China
• Nvidia tumbles as China pushes toward an AI boom without the US juggernaut
• Alibaba developing AI chip to fill void left by Nvidia
• Alibaba Is Firing Back as the US-China AI War Heats Up
• Alibaba Joins Chip Race As Nvidia Faces China Curbs
• New Alibaba AI Chip Could Replace Nvidia Hardware in China
• Over half of professionals are so annoyed by AI trainings they say it feels like a second job, LinkedIn survey finds
• Survey reveals not only an 'AI readiness gap' but also an emerging phenomenon of 'AI shame' in the workplace—especially in the C-suite
• Is artificial intelligence a friend, foe or frenemy? NIST wants to find out
• Cybersecurity Snapshot: Agentic AI Security in Focus With Anthropic’s Chilling Abuse Disclosure and CSA’s New Identity Protection Framework
• More schools letting students major in artificial intelligence
• Nvidia’s sales surprise is now smaller than when the AI boom started
• KAI Sets Up Artificial Intelligence-Electronic Warfare Research Center
• The AI Summit Where Everyone Agreed on Bad News
• A ‘world first’: New AI teaching ‘sidekick’ to debut at this Canadian university in the fall
• US tech stocks drop as AI uncertainty knocks chip groups
• Artificial Intelligence News for the Week of August 29; Updates from IDC, SoftwareOne, Wiley & More