Nvidia CEO Jensen Huang publicly warned Super Micro Computer after Taiwanese authorities detained three people accused of using fake shipping documents to move Nvidia-equipped servers into China.
Taiwanese prosecutors raided 12 locations in the island’s first major semiconductor smuggling crackdown tied to AI hardware exports. The servers were reportedly routed through Hong Kong and Macau.
Huang said Nvidia clearly explains U.S. export rules to partners and placed responsibility on Supermicro to enforce compliance downstream.
The case follows a broader U.S. investigation into a reported $2.5 billion illegal AI hardware pipeline announced earlier this year.
AI infrastructure is becoming part of export control politics now.
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Taiwan and South Korea overtook the UK thanks to chip giants TSMC and Samsung.
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SoftBank owns about 13% of OpenAI and has invested roughly $64.6 billion, mostly not its own cash. It sold $6 billion in Nvidia shares to fund the initial stake without debt.
In March, SoftBank took a $40 billion bridge loan at 8%, paying it to OpenAI but due in a year. In April, it borrowed another $6 billion using its OpenAI shares as collateral.
If OpenAI’s IPO delays or valuation drops, SoftBank risks default and heavy losses. The company is uneasy, but Masayoshi Son ignores warnings.
SoftBank faced a similar fate in 2019 with WeWork, losing $10 billion after a failed IPO. This time, the stakes are 15 times higher.
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In December, Microsoft made a deal with Anthropic and encouraged engineers to use Claude Code. The tool quickly gained popularity among developers.
Now Microsoft plans to cancel its Claude Code license and switch to Copilot CLI. Developers on major products like Windows and Microsoft 365 must move all data from Claude by the end of June.
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The Information estimates Anthropic currently generates at least 35% more annual revenue than OpenAI. Earlier this year, OpenAI led by nearly $1 billion.
Anthropic develops AI models similar to OpenAI's, focusing on large language models and AI safety.
Growth at Anthropic is accelerating while OpenAI sees slowing user growth. This shift could impact their upcoming IPOs.
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The new version improves coding, agent workflows, and reasoning performance while keeping the same pricing: $5 per million input tokens and $25 per million output tokens.
Claude Code now supports dynamic workflows. The model can break large tasks into parts, run parallel subagents, and review results before responding.
Anthropic also says Fast mode for Opus 4.8 is 2.5x faster and 3x cheaper than previous models. The company claims the model is also about 4x less likely to miss bugs in its own code.
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Uber's COO said heavy AI spending is hard to justify as token consumption grows without clear consumer benefits. The company used its annual AI budget in just 4 months.
Nvidia's VP noted their compute costs now exceed employee expenses, showing AI is becoming more expensive than human labor.
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Anthropic closed a $65 billion Series H round, raising its valuation to $965 billion from $380 billion months ago.
It reported an annual recurring revenue of $47 billion, surpassing peers including OpenAI, valued at $852 billion.
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China has started limiting foreign travel for AI researchers and engineers working at private companies like Alibaba and DeepSeek, according to Bloomberg.
People involved in advanced AI work now reportedly need government approval before leaving the country. The restrictions target specialists considered strategically important for China’s AI race with the US.
The move shows how seriously Beijing now treats AI talent and research. Engineers are increasingly being viewed less like employees and more like critical infrastructure.
The global AI race is starting to look closer to semiconductor policy than normal tech hiring.
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“When people start telling you you’re crazy, you just might be on to the most important innovation in your life.”
~ Larry Ellison
✔️ @venture
~ Larry Ellison
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