nvidia, microsoft and meta Updates

The AI landscape is rapidly evolving across multiple sectors and geographies. The United States and China are engaged in a tech war for AI dominance, with the Persian Gulf emerging as a key battleground for data center deals and infrastructure projects. While the U.S. promotes a private-sector-driven approach and open-source AI, China emphasizes global standards and AI as a public service. Australia is also looking to capitalize on AI by establishing clear regulations to encourage investment and innovation, focusing on civilian applications and international collaboration. However, some experts caution that the current AI boom, fueled by massive investments from tech giants like Nvidia, Microsoft, Meta, and Amazon, may lead to a market correction if returns don't justify the spending, drawing parallels to the dotcom era. Currently, Nvidia and Microsoft's combined worth exceeds the output of India and Japan. Despite these concerns, AI is already making tangible impacts. CelHive, an AI platform with over 200,000 users, is gaining traction by offering tools for report writing, website building, and video creation using multiple large language models. In Alaska, fisheries are leveraging AI to cut costs amid inflation, while in Melbourne, hospitals are using AI to improve emergency care and streamline pathology sample processing. The National Institute of Standards and Technology (NIST) is also stepping in to bolster AI cybersecurity with new control guidelines. However, AI's limitations are also apparent, as demonstrated by its struggles to replicate the nuanced writing styles of famous authors. China, striving for AI independence, faces hurdles in replacing Nvidia's hardware, as companies like DeepSeek encounter performance and software challenges with domestic chips. Finally, AI is transforming investment strategies through custom indexing and portfolio management tools, enabling personalized investment plans and improved risk management.

Key Takeaways

• The US and China are competing for AI leadership, influencing global standards and infrastructure.
• Australia is urged to establish clear AI rules to stimulate economic growth and international collaboration.
• Experts warn that the AI boom, driven by companies like Nvidia, Microsoft, Meta, and Amazon, may lead to a market correction if returns don't meet expectations.
• CelHive, an AI platform with 200,000+ users, is gaining popularity for its AI agent technology that assists in various digital tasks.
• AI currently struggles to replicate the depth and emotion of human creative writing, as shown in tests mimicking famous authors.
• Alaskan fisheries are using AI to reduce costs amid inflation, specifically through improved electronic monitoring programs.
• China faces challenges in replacing Nvidia's AI hardware due to performance and software issues with domestic alternatives; DeepSeek is one of the companies facing these challenges.
• Melbourne hospitals are implementing AI to improve emergency care and automate pathology sample handling.
• NIST is developing new guidelines to enhance the cybersecurity of AI systems, addressing data safety and protection from attacks.
• AI is transforming investment strategies with custom indexing and portfolio management tools, offering personalized plans and risk management.

US and China battle for AI dominance in new global tech war

In 2025, the US and China are competing to lead in AI technology, turning it into a geopolitical battle. The US is pushing a fast-paced, private-sector approach, while China focuses on global standards and AI as a public service. The Persian Gulf is a key area to watch as both countries compete for influence through data center deals and infrastructure projects. The US wants to control AI standards and sees open-source AI as a way to spread its influence. This competition highlights how important AI has become for national power and global alliances.

Australia urged to clarify AI rules for economic boost

Experts say Australia needs clear AI rules to boost its economy. A recent roundtable discussed how to move from talking about AI to actually using it in industries like factories and hospitals. Predictable rules will encourage businesses to invest in AI skills and technology. Australia's AI work is scattered, so a national plan is needed to align rules, training, and infrastructure. By focusing on civilian uses of AI and working with other countries, Australia can become a leader in AI standards and lower costs for businesses.

AI boom may lead to big market drop warns expert

Two tech companies, Nvidia and Microsoft, are worth over $4 trillion, exceeding the combined output of India and Japan. Experts are questioning if investors will get their money's worth from AI. Big tech companies like Meta, Amazon, and Microsoft are investing heavily in AI, but the returns are not yet impressive. One estimate suggests these companies need to generate an extra $600 billion in revenue to justify their AI investments. The current situation resembles the dotcom boom, where large investments didn't pay off, suggesting stock prices may fall.

CelHive soars as AI agent tech transforms digital work

CelHive, an AI platform, is gaining popularity with over 200,000 users. It uses nearly 25 large language models to help with tasks like report writing, website building, and video creation. CelHive stands out because it provides real-time information, accurate results, and easy collaboration between humans and AI. The platform's upcoming Agent Space will allow users to train personalized AI agents and earn money from their AI creations. Experts predict the AI agent market will reach $200 billion by 2025, and CelHive is well-positioned to succeed.

AI struggles to imitate famous writers in test

A writer tested Google's AI by asking it to write like Ernest Hemingway, William Faulkner, and Jane Austen. The AI could mimic the tone of these writers, but it failed to capture their emotions or deeper meanings. The AI's writing was described as awkward and lacking real understanding. This experiment suggests that creative writing requires more than just copying styles; it needs human effort and emotion. While AI may have useful applications, it still can't replace human creativity.

AI helps Alaska fisheries cut costs amid inflation

Alaskan fisheries are using AI to lower costs due to rising inflation. The Alaska Longline Fishermen's Association (ALFA) received a grant to improve its electronic monitoring program with AI. They are working with Archipelago Marine Research to train their FishVue AI tool for sablefish and halibut fisheries. This technology will help make the monitoring process more efficient and less expensive. By using AI, the fisheries hope to balance costs and keep prices steady for fishermen.

China struggles to replace Nvidia in AI hardware race

China aims to become independent in AI technology, but faces challenges in replacing Nvidia's hardware. Despite investing billions in its chip industry, China lags behind Western countries. Recent events, like a ban on AI chip exports and concerns over security, have pushed China to use domestic hardware. However, companies like DeepSeek have faced issues with the performance and software of Chinese-made chips. Nvidia remains dominant due to its stable CUDA software and high-performance GPUs, making it difficult for China to catch up.

Melbourne hospital uses AI to improve emergency care

The Royal Melbourne Hospital is testing AI to predict how long patients will stay in the emergency department and if they will be discharged. These AI models use hospital data to help improve patient flow and resource planning. Researchers believe the AI tools can reduce overcrowding in the emergency department. Also, St Vincent's Hospital Melbourne has introduced a digital track system to automate the handling of pathology samples, improving turnaround times.

NIST boosts AI cybersecurity with new control guidelines

The National Institute of Standards and Technology (NIST) is creating new guidelines to improve the cybersecurity of AI systems. These guidelines, called control overlays, are based on NIST's existing security and privacy controls for federal systems. They address specific security challenges related to AI, like data safety and protection from attacks. By providing these tailored controls, NIST aims to help organizations better protect their AI systems from cyber threats and standardize security practices across different industries.

AI transforms investment with custom indexing and portfolio tools

AI is changing how investors create and manage their portfolios. Custom indexing uses AI to build personalized investment plans that go beyond regular indexes. Companies like Noonum use AI to create strategies and find assets. AI can analyze large amounts of data to make better investment decisions than humans. It helps manage risk, improve loan portfolios, and provide real-time views of capital performance. More investors plan to use AI tools for portfolio analysis and management.

Sources

• AI as the New Geopolitical Battlefield
• A Map for the AI Economy: What Chalmers’ Roundtable Should Decide - Australian Institute of International Affairs
• The most likely outcome of the AI boom is a big fall
• CelHive: The Rising Unicorn Transforming the Future of AI Workforces
• I asked AI to write like Hemingway. Here's what I learned: It can’t.
• As inflation continues to rise, some fisheries turn to artificial intelligence to lower costs
• Fragmented ecosystems and limited supply: Why China cannot break free from Nvidia hardware for AI
• Royal Melbourne Hospital tests AI to predict ED flow and more hospital briefs
• NIST’s new control overlays aim to bolster cybersecurity for AI systems
• AI Already Informs Indexing, Portfolio Management