nvidia, microsoft and amazon Updates

Nvidia CEO Jensen Huang has offered a nuanced and evolving perspective on the global AI race, initially warning that China is poised to win due to the West's 'cynicism,' excessive regulations, and China's favorable energy subsidies. He suggested that China's progress could occur even without Nvidia's most advanced processors. However, Huang later clarified his remarks, stating that 'China is nanoseconds behind America in AI' and emphasizing that the US government's restrictions on exporting advanced AI chips to China will ultimately prevent China from winning. He stressed that America must secure its lead by racing ahead and attracting developers worldwide. This comes as Nvidia's stock recently fell by 3.6%, reflecting broader market weariness about AI spending. Meanwhile, major tech companies continue to push AI boundaries. Microsoft's Copilot AI has demonstrated its predictive capabilities, achieving an 87-47-1 season record in NFL game predictions, including a 9-5 run in Week 9, though it occasionally provides outdated information regarding injured players. Amazon Search has significantly boosted its machine learning training capacity, doubling it by leveraging AWS Batch for Amazon SageMaker Training jobs, which optimizes GPU instance utilization and prioritizes critical workloads. Google Cloud is also enhancing its Vertex AI Agent Builder with new tools, including observability dashboards, faster deployment options, and security features like agent identities and Model Armor, making the platform more accessible with an Agent Development Kit supporting Go, Python, and Java. Beyond these giants, the AI landscape is bustling with activity. Chinese electric vehicle maker Xpeng announced plans for three AI-powered Robotaxi models by 2026 and showcased its X2 flying car, highlighting its 'Physical AI' technology. In Europe, Deutsche Telekom, Nvidia, and SAP are collaborating on the Industrial AI Cloud in Germany, a one billion euro investment that will deploy 10,000 Nvidia GPUs, including DGX B200 and RTX Pro 6000 models, to boost Germany's AI computing power by 50 percent. On the creative front, Xindi Zhang's AI-driven film _The Song of Drifters_ won a Golden Award and made the Oscars shortlist, while a Cincinnati theater company is experimenting with AI-written plays. However, market experts like John Spallanzani are warning of an impending 'AI correction' due to increasing market volatility and AI-driven layoffs, contributing to recent US stock declines, with the S&P 500 falling 1.1% and the Nasdaq Composite dropping 1.9%.

Key Takeaways

• Nvidia CEO Jensen Huang initially warned China would win the AI race due to Western 'cynicism,' regulations, and China's energy subsidies.
• Huang later clarified that 'China is nanoseconds behind America in AI' and US export restrictions will prevent China from winning, emphasizing the need for America to lead in development.
• Microsoft's Copilot AI achieved an 87-47-1 season record in NFL predictions, despite occasional outdated player information.
• Amazon Search doubled its machine learning training capacity by using AWS Batch for Amazon SageMaker Training, optimizing GPU utilization.
• Google Cloud enhanced its Vertex AI Agent Builder with new observability, security (Model Armor), and deployment tools, supporting Go, Python, and Java.
• Deutsche Telekom, Nvidia, and SAP are investing one billion euros to build Europe's Industrial AI Cloud in Germany, utilizing 10,000 Nvidia GPUs.
• Chinese EV maker Xpeng plans to release three AI-powered Robotaxi models by 2026 and showcased its X2 flying car.
• An AI-driven film, _The Song of Drifters_, won a Golden Award and was shortlisted for the Oscars.
• Market experts are warning of an 'AI correction' due to increasing volatility and layoffs, contributing to recent stock declines, including Nvidia's 3.6% fall.
• A Cincinnati theater company is experimenting with AI-written plays, with actors and audience unaware of the AI-generated scripts until the end.

Nvidia CEO Jensen Huang warns China will win AI race

Nvidia CEO Jensen Huang stated that China will win the AI race against the US. He suggested this could happen even if China does not use Nvidia's top processors or even its less powerful chips. This warning implies that Nvidia's hardware might not be as essential for AI success as many believe.

Jensen Huang warns US lags China in AI race

Nvidia CEO Jensen Huang strongly warned that the United States is falling behind China in the AI race. He told the Financial Times that "cynicism" and too many regulations in the West are slowing progress. Huang noted that China's government energy subsidies make it cheaper to power homegrown AI chips. He later clarified on X that China is "nanoseconds behind America" and the US must win by leading and attracting developers worldwide.

Nvidia CEO clarifies China cannot win AI race

Nvidia CEO Jensen Huang first stated that China would win the AI race. However, he later clarified his remarks in another interview with the Financial Times. Huang explained that the US government's restrictions on exporting advanced AI chips to China will prevent China from winning the race. Nvidia has been affected by these US policies, which limit sales of its most advanced AI hardware to Chinese customers.

Jensen Huang softens China AI race warning

Nvidia CEO Jensen Huang initially told the Financial Times that China would win the AI race. He pointed to China's lower energy costs and fewer regulations as reasons for its advantage. However, hours later, Huang released a statement on Nvidia's X account. He clarified that "China is nanoseconds behind America in AI" and that "America wins by racing ahead and winning developers worldwide."

Jensen Huang warns China will win AI race

Nvidia CEO Jensen Huang warned that China is set to win the AI race, citing the West's "cynicism" and US export controls. He highlighted China's favorable energy subsidies, which make power "free" for tech companies. Huang later clarified on Nvidia's X account that "China is nanoseconds behind America in AI" and the US must win by racing ahead and attracting developers globally. He also argued that if China loses access to Nvidia's GPUs, it will boost its own chip industry.

Jensen Huang predicts China will win AI race

Nvidia CEO Jensen Huang bluntly predicted that China will beat the US in the AI race. He stated that Western countries are held back by "cynicism" and too many regulations. Huang pointed out China's significantly lower energy costs and its supportive regulatory environment as key advantages. He warned that US states are creating many different tech rules, potentially leading to "50 new regulations."

Jensen Huang clarifies China AI race comments

Nvidia CEO Jensen Huang initially told the Financial Times that "China is going to win the AI race." He cited China's lower energy costs and fewer regulations as reasons. Hours later, Nvidia released a statement from Huang on X, where he clarified that "China is nanoseconds behind America in AI." He emphasized that "America wins by racing ahead and winning developers worldwide." He also noted that the US and other Western countries are held back by "cynicism" and too much regulation.

Jensen Huang clarifies China AI race position

Nvidia CEO Jensen Huang clarified his earlier statements about China winning the AI race. He suggested that Beijing is very close behind the US in artificial intelligence technology. Huang posted on X, saying, "As I have long said, China is nanoseconds behind America in AI." He added that "It's vital that America wins by racing ahead and winning developers worldwide."

Jensen Huang warns China could win AI race

Nvidia CEO Jensen Huang warned that China will surpass America in the global AI race. He told Reuters that the West is limiting its own progress with excessive "cynicism" and too many regulations. Huang highlighted China's advantages, such as lower energy costs and fewer regulatory obstacles. He later posted on X, stating that "China is nanoseconds behind America in AI" and that "America wins by racing ahead and winning developers worldwide."

Jensen Huang clarifies AI race prediction

Nvidia CEO Jensen Huang first predicted that China would win the AI race against the US, citing China's lower energy costs and fewer AI rules. He also mentioned that the West is held back by "cynicism." However, Huang quickly released a clarifying statement, saying "China is nanoseconds behind America in AI" and that "America wins by racing ahead and winning developers worldwide." At the same event, Huang and other AI leaders discussed that Artificial General Intelligence will emerge gradually, with current AI already helping human labor. Market experts are now warning about a potential AI investment bubble due to rising layoffs and other economic factors.

Microsoft Copilot AI predicts NFL Week 10 game winners

Microsoft Copilot AI provided predictions for every NFL Week 10 game after a successful Week 9, where it had a 9-5 record. USA TODAY Sports used the AI chatbot to predict winners and scores for all 14 matchups. The AI correctly identified key matchups, such as the Broncos' pass rush against the Raiders' offensive line. However, the chatbot sometimes gave outdated information, especially about injured players, which is a known issue for some Large Language Models. Despite these small errors, Copilot's overall season record stands at 87-47-1.

Self-learning AI offers NFL Week 10 game predictions

A self-learning AI from SportsLine has released its NFL picks and score predictions for every Week 10 game. This AI uses advanced machine learning to analyze historical data and evaluate team defenses. It continuously updates its predictions with the latest information. For example, the AI rates the Buffalo Bills as an A+ pick against Miami, predicting a 36-22 win, even with James Cook's ankle injury. The AI also considers factors like recent team performance and player trades.

Amazon Search doubles ML training with AWS Batch

Amazon Search successfully doubled its machine learning training capacity by using AWS Batch for Amazon SageMaker Training jobs. This solution helped optimize GPU instance use for training and evaluating ML models. Previously, Amazon Search used a simple queue, but the new system allows for prioritizing jobs, like giving production models high priority. It also handles interruptions by moving jobs to other available GPU types, such as P5 and P4 instances. This managed approach ensures critical workloads have guaranteed access to resources while improving overall GPU utilization.

Xpeng unveils AI powered robotaxis and flying car

Chinese electric vehicle maker Xpeng announced plans to release three Robotaxi models in 2026. These vehicles will use Xpeng's own AI technology, creating what the company calls "Physical AI" products. Xpeng also showed off its new Xpeng X2 flying car, which can take off and land vertically and carry two people. CEO He Xiaopeng stated that Xpeng aims to push automotive technology limits and develop smart vehicles that fit into users' lives. The Robotaxis will first launch in China, with future plans for international expansion.

Google enhances Vertex AI Agent Builder with new tools

Google Cloud has updated its Vertex AI Agent Builder with new tools to help developers build and deploy AI agents more easily. The updates include observability dashboards to track usage and errors, along with faster deployment options using a single command. New security features like agent identities and Model Armor protect against attacks. The Agent Development Kit, which now supports Go, Python, and Java, makes the platform accessible to more developers. Google also offers managed services, allowing deployment directly from the ADK with just a Gmail account and a free trial.

Europe builds modern AI factory with NVIDIA and SAP

Deutsche Telekom, NVIDIA, and SAP are building Europe's most modern AI factory in Germany, called the Industrial AI Cloud. This project involves a one billion euro investment and will use 10,000 NVIDIA GPUs, including the latest DGX B200 and RTX Pro 6000 models. The goal is to create a secure and high-performance digital infrastructure for businesses and public institutions, increasing Germany's AI computing power by 50 percent. This initiative aims to boost Europe's digital independence and industrial competitiveness, focusing on AI applications for manufacturing, logistics, and robotics.

AI film by Xindi Zhang wins top award and Oscar shortlist spot

Xindi Zhang, an Assistant Professor at the University of South Florida, created an AI-driven thesis film called _The Song of Drifters_. This film explores themes of memory and belonging using both human emotion and artificial intelligence. It recently won the Golden Award at the Student Academy Awards and made the Oscars shortlist in the Alternative/Experiential category. Zhang used AI-generated imagery and stylized 3D animation to visualize fragmented memories. She emphasizes that AI is a tool, and human intention remains the core of creative work.

Expert warns AI market correction is coming

John Spallanzani, a portfolio manager at Miller Family Office, warned that an "AI correction" is coming to tech markets. He noted that market volatility is increasing. Spallanzani also discussed AI-driven layoffs and the Federal Reserve's policy as factors influencing the market towards the end of the year.

US stocks fall amid AI investment boom doubts

The US equity market showed signs of hesitation regarding the AI investment boom, with major indices closing lower. The S&P 500 fell 1.1%, and the Nasdaq Composite dropped 1.9%. Oracle's stock retraced its entire 25% gain, which had briefly made Larry Ellison the world's richest man. Nvidia also saw its stock fall by 3.6% today, indicating growing market weariness about AI spending.

Cincinnati theater stages AI written plays in unique experiment

A Cincinnati theater company, Clifton Players, is presenting an experiment called "Man vs. Machine," featuring six short plays. Two of these plays were written by artificial intelligence, but neither the actors, directors, nor the audience will know which ones until the end of the run on November 23. This project, conceived by playwright Samuel Brett Williams and Clifton Players' Kevin Crowley, aims to explore the future of playwriting as AI technology advances. Each script has up to four characters, lasts about 10 minutes, and is about love.

Sources

• Nvidia slumps as Jensen Huang warns that China “will win” the AI race versus the US
• Nvidia's Jensen Huang turns up the heat on his warnings about the US-China tech race
• Nvidia CEO Jensen Huang backtracks after saying China will win AI race
• Nvidia's Jensen Huang softens his ‘China will win the AI race’ remark to FT
• ‘China is going to win the AI race’ — Nvidia CEO Jensen Huang decries the price of electricity in the US, contrasts it with China's subsidized pricing
• Nvidia Chief Makes Blunt Prediction on Who Will Win AI Race: Report
• Nvidia CEO Jensen Huang says 'China is going to win the AI race'
• Nvidia CEO clarifies remarks about China winning ‘AI race’
• Nvidia CEO warns 'China is going to win the AI race': report
• Wall Street Lunch: Nvidia's Jensen Takes U-Turn After Saying China Will Win AI Race
• NFL Week 10 predictions by Microsoft Copilot AI for every game
• NFL picks for Week 10, score predictions from self-learning AI
• How Amazon Search increased ML training twofold using AWS Batch for Amazon SageMaker Training jobs
• Xpeng unveils ‘Physical AI’ products with robotaxi, flying cars
• Google boosts Vertex AI Agent Builder with new observability and deployment tools
• We are building Europe's most modern AI factory
• From Thesis to Oscars® Shortlist: Xindi Zhang’s AI-Driven Film Wins the Golden Award
• Expert warns AI ‘correction coming’ as market volatility rises
• US equity close: Signs of second thoughts in the AI investment boom
• Could you spot a script written by AI? Cincinnati theater pits 'Man vs. Machine'