August 4, 2025

analysis  
nvidia, microsoft and meta Updates

Several key developments are shaping the AI landscape. IBM reports that a majority of companies, 63%, lack AI governance policies, leading to security vulnerabilities, while OWASP has released guidelines to secure Agentic AI applications. Simultaneously, the cybersecurity of space infrastructure is under increasing threat as the space economy expands, projected to reach $1.8 trillion by 2035, and the agri-food sector faces cyber risks to the food supply chain. Nvidia is navigating geopolitical challenges, with its H20 AI chip facing scrutiny in China over potential security concerns, even as China remains reliant on U.S. semiconductors. Trade tensions between the U.S. and China are also impacting AI infrastructure spending, exacerbated by Chinese export restrictions on materials like gallium and germanium. Despite these challenges, investors are showing increased support for tech companies' AI investments, including those by Microsoft and Meta. Meta's CEO Mark Zuckerberg anticipates the arrival of super-smart AI, but public sentiment remains divided on whether AI represents a breakthrough or a threat. Google is implementing AI to estimate users' ages to protect younger users on platforms like Search and YouTube in the EU, raising privacy concerns. Concerns are also being raised about AI's potential to exacerbate inequalities between wealthy and developing nations, as AI power is linked to energy consumption, favoring wealthier nations. On another front, AI is being used to generate obituaries, raising questions about the personalization of grief. Finally, studies suggest that reliance on AI tools may negatively impact creativity and learning, with AI coding assistants slowing down experienced developers by 10 to 40%. The Trump administration's plan for a $500 billion investment in American data centers, known as Stargate, has been scaled back significantly.

Key Takeaways

  • IBM reports that 63% of organizations lack AI governance policies, increasing security risks.
  • OWASP has released a guide to help secure Agentic AI applications.
  • The global space economy is projected to reach $1.8 trillion by 2035, but faces growing cyber threats.
  • Nvidia's H20 AI chip is under scrutiny in China due to security concerns.
  • Trade tensions and export restrictions are disrupting AI infrastructure supply chains.
  • Investors are increasingly supportive of AI spending by companies like Microsoft and Meta.
  • Google is using AI to estimate users' ages to protect young users in the EU, raising privacy concerns.
  • AI's benefits may not reach the global south, potentially worsening inequalities.
  • AI tools are now being used to write obituaries, sparking debate about personalization.
  • Studies indicate that AI use can negatively impact creativity and slow down developers by 10-40%.

IBM warns AI security lags as OWASP secures AI apps

IBM's new report shows many companies lack AI security, leading to data breaches. 63% of organizations don't have AI governance policies, and 13% had AI-related security incidents. OWASP released a guide to help secure Agentic AI apps, which can act without human help. The guide gives advice on security for developers and engineers.

Cybersecurity review Food sector risks and space infrastructure threats

Cyber threats to space infrastructure are growing as the space sector becomes more commercial. The global space economy is expected to reach $1.8 trillion by 2035. The agri-food sector faces challenges in protecting the food supply chain from cyberattacks. A new report shows most organizations still ship insecure software, and many can't see how identity-based attacks form.

Nvidia faces geopolitical challenges amid US-China AI tensions

Nvidia's AI chip H20 faces scrutiny in China over security concerns. China's CAC questioned Nvidia about potential backdoors in the chip. Despite efforts, China still relies on U.S. semiconductors for AI. The U.S.-China rivalry is pushing semiconductor supply chains to diversify, benefiting countries like South Korea and Japan.

AI infrastructure spending faces risks in global trade war

AI infrastructure spending is growing fast but faces risks from trade wars and supply chain issues. Chinese export restrictions on key materials like gallium and germanium create problems for AI chip makers. Trade tensions between the U.S. and China disrupt AI infrastructure supply chains. High energy demands and regulatory costs also threaten AI growth and big tech companies' values.

AI divide How Americans feel about artificial intelligence

Meta CEO Mark Zuckerberg thinks super-smart AI is coming soon and will empower people. But how do regular Americans feel about AI? New polling data explores if AI is a breakthrough or a threat. The segment includes data, commentary, and different views to show what unites and divides us on AI.

Investors support tech companies' big spending on AI

Investors now approve of tech companies like Microsoft and Meta spending a lot on artificial intelligence. This quarter shows a change in attitude from investors.

The A.I. data center push that wasn’t

The Trump administration announced Stargate, a $500 billion investment in American data centers. OpenAI's Sam Altman and Softbank’s Masayoshi Son planned a big investment in data centers to support AI. But the project has been reduced to one data center in Ohio.

Google AI will guess your age to protect kids

Google will use AI to guess people's ages based on their search history. This helps protect young users from harmful content on Search and YouTube in the EU. The system will use different clues to guess age, even if users don't share it. Privacy experts worry about mistakes and lack of clear information.

How will AI affect the global south?

We must prevent the digital age from worsening inequalities between rich and poor countries. The global south is often left out of AI discussions, which could hurt their economies. AI's promise of equal access isn't reaching countries without tech hubs. Like with other resources, AI power is linked to energy use, favoring wealthier nations.

AI tools now write obituaries after you die

AI tools are helping families and funeral homes create tributes for loved ones who have died. Funeral homes are asking families if they want AI to write obituaries. AI can quickly create obituaries, but some worry it makes grief less personal. Some experts think AI can't capture the true feeling of a person's life.

AI makes you slow and stupid studies show

AI is designed to make things more efficient, but studies show it can hurt creativity and learning. Students using AI to write essays produced worse work and used less of their brains' creative areas. Experienced developers using AI coding assistants were slowed down by 10 to 40%. There is concern about what happens when AI can do tasks better than humans and what will be left for humans to do.

Sources

AI security AI governance OWASP Agentic AI Cybersecurity Space infrastructure Agri-food sector Cyberattacks Insecure software Identity-based attacks Nvidia H20 chip China US-China AI tensions Semiconductors AI infrastructure Trade war Supply chain Gallium Germanium AI divide Public opinion AI investment Data centers Google AI Age detection Privacy EU Global South Inequality Digital divide AI tools Obituaries Creativity Learning Coding assistants AI impact on humans