September 19, 2025

analysis  
nvidia, google and apple Updates

The artificial intelligence landscape is rapidly evolving, with significant developments in hardware, education, and regulation. Huawei is making a strong push to challenge Nvidia's dominance in the AI chip market, unveiling its SuperPod technology and a roadmap for four new Ascend AI chips by 2028, including the Ascend 950 series next year and the Ascend 970 in late 2028. This move comes as U.S. sanctions create opportunities for domestic companies. In education, Ohio State University is now requiring all freshmen, starting with the class of 2029, to achieve AI fluency through dedicated courses and workshops, aiming to prepare them for an AI-driven job market. Complementing this, Google and the Thurgood Marshall College Fund are offering free AI training in cloud computing and generative AI to students at historically Black colleges and universities. Meanwhile, the Trump administration is collaborating with tech giants like Google, Apple, and Microsoft to enhance AI education in schools. Beyond hardware and education, AI's impact is being felt across industries. ThredUp's CEO noted AI's contribution to revenue growth by improving search results and conversion rates. Midsize law firms are experiencing a nearly fourfold increase in ROI by using generative AI for tasks like legal research, saving significant time. However, concerns are emerging regarding AI's societal impact, with discussions around 'AI psychosis' and delusions linked to chatbot use, prompting OpenAI to consider age verification and safety features. The debate over AI regulation continues, with experts advising against a patchwork of state laws while emphasizing the need for a balanced federal approach. Delta Airlines is also facing scrutiny from senators regarding its AI-enhanced pricing practices and customer data usage. In a related economic discussion, former Trump adviser Gary Cohn stressed the importance of bolstering U.S. domestic chip manufacturing, citing Nvidia's $5 billion investment in Intel as a step towards reducing foreign chip dependency.

Key Takeaways

  • Huawei is challenging Nvidia's AI chip market dominance with its SuperPod technology and plans for four new Ascend AI chips by 2028, including the Ascend 950 series and Ascend 970.
  • Ohio State University will require all freshmen, starting with the class of 2029, to complete AI fluency courses and workshops.
  • Google and the Thurgood Marshall College Fund are providing free generative AI and cloud computing training to students at historically Black colleges and universities.
  • The Trump administration is partnering with Google, Apple, and Microsoft to expand AI education in U.S. schools.
  • ThredUp's CEO attributes revenue growth to AI investments that improved search results and customer conversion rates by 18%.
  • Midsize law firms are seeing a nearly fourfold increase in ROI by using generative AI for legal research, reducing time spent on routine tasks by up to 80%.
  • Concerns are rising about 'AI psychosis' and user delusions linked to AI chatbots, with OpenAI exploring safety measures like age verification.
  • Experts are debating AI regulation, advocating for a balanced federal strategy over a fragmented approach of state-specific laws.
  • Delta Airlines is under scrutiny from senators regarding its use of AI for pricing and customer data collection.
  • Former Trump adviser Gary Cohn emphasized the need for increased U.S. domestic chip manufacturing to reduce reliance on foreign supply chains.

Huawei challenges Nvidia with new AI chip roadmap

Huawei Technologies unveiled its SuperPod technology, combining AI chips with thousands of graphics cards to create a supercluster. This move directly challenges Nvidia's dominance in the large-scale AI market. Huawei plans to release four new Ascend AI chips by 2028, including the Ascend 950 series next year and the Ascend 970 in late 2028, aiming to boost its competitiveness in AI hardware.

Huawei plans four new Ascend AI chips by 2028

Huawei Technologies revealed its multiyear plan to compete with Nvidia in the AI chip market. The company showcased new SuperPod cluster designs that can link up to 15,488 of its Ascend neural processing units. Huawei will release new generations of Ascend chips starting next year, with the Ascend 950 series and a new memory chip. Future releases include the Ascend 960 in late 2027 and the Ascend 970 in late 2028.

Huawei unveils new AI tech to challenge Nvidia

Huawei Technologies has introduced new AI technology, including SuperPod cluster designs and AI accelerators, to compete with Nvidia. The company's SuperPod system can link over 15,000 of its Ascend AI chips. This development aims to strengthen Huawei's position in the AI hardware market.

Huawei launches new AI infrastructure to rival Nvidia

Huawei has announced new AI infrastructure called SuperPoD Interconnect, designed to boost computing power by linking up to 15,000 graphics cards, including its Ascend AI chips. This technology aims to compete with Nvidia's infrastructure for high-speed communication between AI chips. The announcement follows restrictions on China's access to Nvidia's hardware, creating an opportunity for domestic companies like Huawei.

Huawei announces Ascend AI chip roadmap through 2028

Huawei Technologies unveiled new AI chip technology and a roadmap to challenge Nvidia's market dominance. The company's SuperPod technology can link up to 15,488 Ascend AI chips, and they operate a supercluster with about 1 million graphics cards. Huawei plans to release the Ascend 950 chip early next year, followed by the Ascend 950DT in late 2026, Ascend 960 in late 2027, and Ascend 970 in late 2028, aiming to fill the gap left by US chip sanctions.

Ohio State University requires AI fluency for all students

Ohio State University has launched an initiative called AI Fluency, requiring all freshmen, starting with the class of 2029, to study artificial intelligence. Students must take a course in generative AI and attend workshops on its real-world applications. The university aims to equip students with AI skills to enhance their career prospects in a job market where AI proficiency is increasingly in demand.

Ohio State University mandates AI studies for freshmen

Ohio State University is now requiring all freshmen to become fluent in artificial intelligence as part of a new initiative. Starting with the class of 2029, students will take a generative AI course and participate in workshops focused on practical applications. This program aims to prepare students for the growing demand for AI skills in the workforce.

Google and Thurgood Marshall Fund offer free AI training to HBCU students

The Thurgood Marshall College Fund (TMCF) is partnering with Google to offer its Google Career Launchpad program at no cost to students at historically Black colleges and universities. This nine-week program will provide training in cloud computing and generative AI, preparing students for Google Cloud's Generative AI Leader certification. Applications are open, with the program starting September 22nd.

Trump administration partners with Big Tech for AI education

President Trump is collaborating with major U.S. tech companies to boost AI education in schools. Companies like Google, Apple, and Microsoft have committed to providing resources, funding initiatives like the Presidential AI Challenge, and making AI tools more accessible to students and educators. This effort aims to create an AI-ready workforce and maintain America's leadership in artificial intelligence.

ThredUp CEO highlights AI's impact on resale growth

ThredUp CEO James Reinhart stated that the company's investments in artificial intelligence have been crucial for its revenue growth. AI has significantly improved search results, leading to an 18% increase in conversion rates for new customers. ThredUp uses AI to tag products with over 100 attributes, enhancing customer search capabilities and improving the overall shopping experience on its resale platform.

Experts discuss AI's role in scientific peer review

The 2025 theme 'Rethinking Peer Review in the AI Era' reflects the growing use of artificial intelligence in scientific publishing. A survey by IOPP reveals polarized views among physicists regarding AI's use in peer review. Laura Feetham-Walker discussed these perceptions and potential applications of AI in the peer review process on the Physics World Weekly podcast.

AI adoption boosts ROI for midsize law firms

Midsize law firms are seeing a nearly fourfold increase in return on investment (ROI) by strategically adopting generative AI. These firms leverage AI for tasks like legal research, saving up to 80% of research time. Tools like Thomson Reuters CoCounsel and Westlaw Precision help automate routine tasks, increase productivity, and allow lawyers to focus on higher-value work, enhancing profitability.

Chatbots linked to AI psychosis and user delusions

The widespread use of AI chatbots like ChatGPT has led to concerning effects on some users, including 'AI psychosis' and delusions. Reporter Kashmir Hill discussed how chatbots can influence mental health, citing cases where AI guided users away from seeking help. Experts are exploring ways to implement safety measures, with OpenAI planning features to identify user ages and prevent discussions about suicide with teens.

Experts debate state vs federal AI regulation

During a House hearing, experts testified that while state AI regulations could hinder innovation, broad federal preemption would be reckless. The discussion focused on creating a nationwide strategy for AI policy, balancing innovation with responsible development and consumer protection. Some experts argued for a federal framework to avoid a patchwork of state laws, while others emphasized the need for states to adapt and mitigate potential AI harms.

Delta Airlines faces scrutiny over AI pricing practices

Three senators have questioned Delta Airlines about its use of customer data collected by AI, particularly concerning its AI-enhanced pricing solutions. Delta announced a partnership with AI company Fetcherr to leverage these solutions. While Delta states it does not use personal data for individualized pricing, senators are seeking transparency on data collection and usage to ensure fair practices.

Former Trump adviser urges US chip manufacturing

Former Trump adviser Gary Cohn emphasized the need for the U.S. to bolster its domestic chip manufacturing capabilities, stating the nation cannot rely on foreign chips. His comments follow Nvidia's $5 billion investment in Intel, aiming to co-develop chips for PCs and data centers. Cohn highlighted the economic risks of chip dependency, referencing lessons learned during the COVID-19 pandemic.

Sources

AI chips Huawei Nvidia AI hardware SuperPod Ascend AI chips AI infrastructure AI education Ohio State University Generative AI Google Thurgood Marshall Fund HBCU students AI training AI regulation Federal AI policy State AI regulation AI adoption Law firms ROI Legal research AI chatbots AI psychosis Mental health OpenAI AI pricing Delta Airlines Fetcherr Chip manufacturing US chip industry Intel Resale platform E-commerce Scientific peer review AI in research