Nvidia Loses China Share, Adobe Launches Custom AI Foundry

The artificial intelligence landscape is rapidly evolving, marked by significant geopolitical shifts, corporate advancements, and new applications. Nvidia, a dominant player in AI hardware, faces a substantial impact from U.S. policies restricting its sales to China. CEO Jensen Huang stated these policies have led to a complete loss of Nvidia's 95% market share in China, a move he believes hinders American companies and global AI development. Meanwhile, Adobe is expanding its generative AI offerings with a new foundry service that allows businesses to create custom AI models based on its Firefly family. These models can generate text, images, video, and 3D scenes, fine-tuned with a client's intellectual property for personalized content. On the software front, AI tools like ChatGPT and Gemini are increasingly capable, leading companies like Accenture to conduct large-scale layoffs, cutting 11,000 jobs, as AI takes on more tasks. The city of San Jose is also adopting generative AI to assist its nearly 9,000 staff with tasks like document summarization and chart generation, aiming to ease workloads and improve retention. Beyond enterprise and government, AI is finding diverse applications, from predicting avocado ripeness with 92% accuracy using a smartphone tool developed at Oregon State University, to enhancing defense systems with AI piloting software showcased at AUSA 2025. Researchers are also developing novel AI systems, such as an emotion-driven navigation system for more seamless human-AI interaction, and even theorizing that advanced alien civilizations might become undetectable due to their own AI advancements. The broader impact of AI on jobs remains a complex issue, with experts emphasizing the need for workforce adaptation and skill development to navigate the changing job market.

Key Takeaways

• Nvidia CEO Jensen Huang reports that U.S. policies have caused the company to lose its entire 95% market share in China.
• China has reportedly instructed major tech companies to stop ordering Nvidia AI chips, citing anti-monopoly concerns and aiming to boost domestic production.
• Adobe has launched a foundry service to build custom generative AI models for businesses, utilizing its Firefly AI family.
• These custom Adobe AI models can generate text, images, video, and 3D scenes, fine-tuned with a client's intellectual property.
• Accenture has conducted the largest AI-related layoff to date, cutting 11,000 jobs, with AI tools like ChatGPT and Gemini performing tasks more efficiently.
• The city of San Jose is implementing a generative AI platform to assist its nearly 9,000 staff with tasks like document summarization and chart generation.
• AI is driving record trading volumes on the NYSE, with 1.2 trillion order messages processed daily.
• Researchers at Oregon State University developed an AI tool that predicts avocado ripeness with up to 92% accuracy using smartphone images.
• New AI software for defense applications, focusing on autonomy and piloting, was showcased at the AUSA 2025 meeting by companies like Northrop Grumman and Shield AI.
• A theory suggests advanced alien civilizations might become undetectable due to their rapid technological advancement driven by AI.

China bans Nvidia AI chips, citing anti-monopoly concerns

China has instructed major tech companies like ByteDance and Tencent to stop ordering and using Nvidia AI chips. This move aims to boost domestic chip production and follows claims that Nvidia violated anti-monopoly laws after acquiring Mellanox Technologies. The ban comes after the U.S. restricted China's access to high-end semiconductors in 2022, pushing China to develop its own AI technology.

Nvidia CEO: US policies cost us 95% market share in China

Nvidia CEO Jensen Huang stated that U.S. policies have caused the company to lose its entire 95% market share in China. He believes these policies are detrimental to American companies and innovation, urging policymakers to reconsider their approach. Huang noted that China has a significant portion of the world's AI researchers, and excluding them from using American technology is a mistake. He hopes for a policy change to allow participation in China's large and vibrant AI market.

Nvidia CEO laments 95% market share loss in China due to US rules

Nvidia CEO Jensen Huang revealed that U.S. export restrictions have led to Nvidia's market share in China dropping from 95% to 0%. He criticized these policies, arguing they harm American companies and innovation. Huang explained that Nvidia had to stop selling its high-end data center products in China, losing its dominant position overnight. He urged policymakers to reflect on policies that are helpful to America and consider the broader implications of restricting access to technology.

Nvidia CEO: US policies led to 0% market share in China

Nvidia CEO Jensen Huang reported that U.S. policies have resulted in Nvidia having zero market share in China, down from 95%. He expressed concern that these policies negatively impact American companies and hinder global AI development. Huang highlighted China's large AI research community and suggested it's a mistake to prevent them from using American technology. He hopes for a policy shift to allow U.S. companies to participate in China's significant market.

Adobe offers custom generative AI models for businesses

Adobe has launched a new foundry service that creates custom generative AI models for enterprises. These models, built on Adobe's Firefly AI family from 2023, can generate text, images, video, and 3D scenes. The service fine-tunes Firefly models using a customer's own intellectual property, enabling highly personalized content for advertising campaigns across different formats and languages. Adobe emphasizes that these tools enhance, not replace, human creativity.

Adobe launches custom generative AI models for enterprises

Adobe is expanding its business offerings with a new foundry service that builds custom generative AI models. These models are based on Adobe's Firefly AI family, trained on licensed data since 2023, and can create various content types like text, images, and video. The foundry service fine-tunes these models using a client's intellectual property, allowing for personalized marketing campaigns. Adobe stated that this service aims to enhance creative capabilities rather than replace human artists.

AI's impact on jobs depends on adaptation, not just technology

The effect of artificial intelligence on jobs is complex, with AI likely to automate tasks and transform industries. Experts suggest the real impact on employment will hinge on how well workers can adapt and gain the necessary skills to use new technologies. The main challenge lies in equipping the workforce with these skills to navigate the evolving job market in the age of AI.

South Dakota Mines professor creates new AI system

Nirmalya Thakur, an Assistant Professor at South Dakota Mines, has developed a new emotion-driven navigation system for artificial intelligence. This system aims to make human-AI interactions more seamless and collaborative. Thakur plans to use this research to further develop AI applications, including systems for detecting falls in senior citizens. He will present his findings at a conference in Berkeley, California, later this month.

AI piloting in defense: Old concept, new technology at AUSA 2025

At the AUSA 2025 meeting, companies like Northrop Grumman, Shield AI, and Anduril showcased AI software for defense applications, focusing on autonomy and piloting. Leidos demonstrated its AI-powered Battle Management software, AlphaMosaic, developed from DARPA's Air Combat Evolution program. This new approach builds on earlier AI piloting concepts from the 1980s, aiming for more robust and coordinated AI assistance in military aircraft, with a focus on co-pilot roles and battle management systems.

Oregon State University develops AI tool for avocado ripeness

Researchers at Oregon State University have created a smartphone-based AI tool to accurately predict avocado ripeness. The system was trained on 1,400 images of Hass avocados and achieved 92% accuracy in predicting firmness and 84% in predicting internal quality. This tool aims to help consumers and retailers make better decisions about when to use or sell avocados, reducing waste from mushy fruit.

Accenture leads largest AI-related layoff with 11,000 job cuts

Accenture PLC has conducted the largest AI-related layoff to date, cutting 11,000 jobs. This move is seen as a precursor to potential widespread layoffs in HR and R&D departments as AI technologies like ChatGPT and Gemini become capable of performing certain tasks more efficiently than humans. The company's stock performance has lagged the market, suggesting a shift away from its previous growth trajectory.

San Jose adopts generative AI to ease staff workload

The city of San Jose, California, is seeking a generative AI platform to help its nearly 9,000 staff manage heavy workloads and improve employee retention. The new platform will assist with tasks like summarizing documents, reviewing code, and generating charts, offering secure conversational AI tools with administrative and privacy controls. This initiative aims to provide employees with digital helpers, easing their burden and allowing them to focus more on community service.

AI fuels record trading volumes on the NYSE

The New York Stock Exchange (NYSE) is processing a record 1.2 trillion order messages daily, nearly triple the volume from four years ago, driven by AI and algorithmic trading. NYSE Chief Information Officer Maya Martin attributes this surge to AI-fueled strategies and hyper-speed participants. While AI enhances efficiency and market monitoring, the IMF warns of potential increased volatility and systemic risks as AI systems react similarly to market stress.

Advanced AI could make alien civilizations undetectable

A new theory suggests that advanced alien civilizations might become invisible to us due to their use of artificial intelligence. As civilizations rapidly advance technologically, driven by AI, their communication methods could become too sophisticated for current detection methods. This idea offers a potential explanation for the Fermi paradox, suggesting that the universe appears quiet because advanced life forms may quickly transition to forms undetectable by human technology.

Sources

• Why Nvidia's AI Graphics Cards Are Now Banned In China
• Jensen Huang says Nvidia went from 95% market share in China to 0% — 'I can't imagine any policymaker thinking that that's a good idea'
• Jensen Huang says Nvidia went from 95% market share in China to 0% — ‘I can’t imagine any policymaker thinking that that’s a good idea’
• NVIDIA "Went From 95% Market Share to 0%" in China, CEO Says
• Adobe launches a foundry service that builds custom generative AI models for enteprises
• Adobe launches a foundry service that builds custom generative AI models for enterprises
• Opinion | Here’s what will really affect jobs in the age of AI
• South Dakota Mines professor develops new AI system
• AUSA 2025 and AI Piloting: An Old Idea with New Technology
• Oregon team develops AI tool for perfect avocados
• Biggest AI Layoff Ever
• Stretched thin, San Jose, Calif., reaches for generative AI
• NYSE Sees Record Message Volumes as AI Fuels Trading
• Alien AI Might Turn Advanced Civilizations 'Invisible' in a Cosmic Blink