Techmeme
January 13, 2025, 10:05 AM

Top News

Financial Times:
The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China  —  US semiconductor industry warns move will aid competitors  —  The US is imposing expansive export controls on chips used …
Reuters:
Nvidia criticizes the Biden admin's new chip export rule, saying the regulation would “undermine” the US' AI leadership and “weaken” its global competitiveness  —  Nvidia (NVDA.O) on Monday criticized a new effort by the Biden administration to tighten Washington's grip …
Mark Gurman / Bloomberg:
Sonos CEO Patrick Spence is leaving following a botched app revamp that upset customers and stymied growth; Sonos names board member Tom Conrad as interim CEO  —  - 'We've let far too many‬‭ people down,' company tells staffers  — Former Snap and Pandora executive Tom Conrad named interim CEO
Keir Starmer / Financial Times:
The UK's PM debuts plans to increase its public sector compute over 20x to spark a “national renewal”, saying the UK doesn't need to walk a US or EU path on AI  —  Going our own way will unleash national renewal  —  Artificial intelligence is the defining opportunity of our generation.
Counterpoint Research:
Global smartphone shipments grew 4% YoY in 2024 after a decade-low in 2023; top two brands, Samsung and Apple, were mostly flat, while Xiaomi grew 12% YoY  —  - Global smartphone sell-through grew 4% YoY in 2024, following the weakest year in a decade in 2023.
Dominic Preston / The Verge:
Mastodon CEO Eugen Rochko plans to transfer Mastodon's ownership to a new non-profit, saying it “should not be owned or controlled by a single individual”  —  Mastodon says the decentralized network ‘should not be owned or controlled by a single individual.’
New York Times:
OpenAI publishes an “economic blueprint” for AI, calling on the new Trump administration to boost investment from the Middle East and avoid strict regulations  —  The maker of ChatGPT hopes to spur investment from the Middle East and avoid strict regulations on the development of new technologies.
The Information:
Sources: Microsoft, Meta, AWS, and Google recently cut some orders of Nvidia's Blackwell GB200 racks, as overheating and connection glitches lead to delays  —  Some of Nvidia's biggest customers are facing new delays in getting its most advanced artificial intelligence chips up and running in data centers.
New York Times:
Sources share details on the amorphous DOGE, largely a collection of Signal group chats coordinating US policy or personnel recommendations and recruitment  —  Mr. Musk has turned to Silicon Valley to help recruit executives who will take up unofficial positions across the federal government.

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