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Semafor technology

US AI chip giant Nvidia outstrips revenue expectations

The earnings from the biggest chipmaker in the world will have an outsized impact on the US stock market, analysts said, albeit in the short term.
Nvidia logoDado Ruvic/Illustration/File Photo/Reuters

Silicon Valley veteran Nikesh Arora on tech’s role in government, and the future of AI

The Palo Alto Networks CEO also discusses what hacking will look like in an AI-powered world.
Palo Alto Networks’ CEO Nikesh AroraCourtesy of Palo Alto Networks

Elon Musk’s idea to simplify tax filings hits Intuit and H&R Block stocks

Intuit’s shares fell 5% while H&R Block’s stock dropped 8% after Musk’s Department of Government Efficiency floated the idea of a free tax-filing app.
Tesla CEO and X owner Elon Musk sits as U.S. President-elect Donald Trump meets with House Republicans on Capitol Hill in WashingtonBrian Snyder/Reuters

Pokémon Go maker to create AI trained on user data that can navigate the real world

Niantic said its “Large Geospatial Model” will be able to predict what physical structures like statues look like based on what it knows about existing ones.
A Pokemon store at Tokyo StationWikimedia Commons

US defense agencies, industry expands AI use with tech companies’ backing

Meta’s Llama and Anthropic’s Claude are among the artificial intelligence models tapped for use in defense and security.
An Amazon chip is shown at a lab in Austin, TexasSergio Flores/File Photo/Reuters

Feed Me’s Emily Sundberg and her ‘studio mindset’

Sundberg’s business and culture newsletter has developed a cult following — and racked up 50,000 subscribers.

Chinese tech giant ByteDance reportedly raised its value to $300 billion

The company’s valuation came in a recent share buyback, The Wall Street Journal reported.

China targets critical metal exports in anticipation of further US tech, trade curbs

The new restrictions seem designed to counter any future US export controls on advanced technology.

CEOs of Zoom and Box debate our AI future

Founders Eric Yuan and Aaron Levie have differing views on how the technology will develop and affect our world.

A new AI granny is fighting digital scammers

A new AI “granny” from British phone company O2 keeps scammers distracted, as financial fraud becomes a global problem.

Trump lobbied to scrutinize AI rules

A group representing OpenAI, Microsoft, and other tech companies offers ideas for Trump on tech policy.

New AI security guidance may be Biden administration’s last say on the tech

The Department of Homeland Security document stems from an executive order Joe Biden signed last year, the longest such order in US history.

OpenAI releases blueprint detailing what the US needs to stay in the AI lead

Some ideas include cutting red tape for renewable projects, and creating AI economic zones to encourage data center construction.

Ethics rules pose obstacles to Trump’s Silicon Valley backers joining government

Divestiture requirements hurt venture capitalists and their funds, which could push them into more informal advisory roles.

Amazon’s new storefront is a direct challenge to Chinese e-commerce

Amazon has worked for months on developing an answer to TikTok Shop, Temu, and Shein.

TikTok’s new trademark filings suggest it’s doubling down on its US business

The platform’s applications show it’s looking to expand its marketing services and jump on the buy-now-pay-later trend for TikTok shoppers.

Meta to face US antitrust trial over acquisitions of Instagram and Whatsapp

The lawsuit was originally brought by the Federal Trade Commission in 2020 under the first Trump administration.

A tale of two jets: The old media grapples with its new limits

Remnick-Goldberg-Murray-Lessin-VandeHei-Thompson on the beginning of a new, diminished era for America’s legacy outlets.