Nvidia’s Secret AI Chip for China

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In today’s email:

  • News of the Day

  • Social Media

  • AI Guide

  • News

  • Trending Tools of Day

  • Everything else in AI

Read time: 5 min

News of the Day

Nvidia’s AI Chip for China

Nvidia is reportedly developing a new AI chip for China, more powerful than the current H20 model, despite ongoing U.S. regulatory concerns.

  • The chip, temporarily named B30A, is based on the Blackwell architecture and uses a single-die design, offering about half the raw performance of Nvidia’s flagship B300 dual-die accelerators.

  • It will feature HBM (High Bandwidth Memory) and NVLink for fast data transfer, similar to the H20, but with improved power.

  • Nvidia plans to deliver test samples to Chinese clients as early as next month, though U.S. regulatory approval remains uncertain.

This move highlights Nvidia’s efforts to maintain a foothold in China’s massive AI market while navigating strict U.S. export controls. If approved, the B30A could become a key compromise between performance and compliance, but concerns over backdoors and national security risks remain a major obstacle.
Read more…

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Social Media

2nd News of the Day

Microsoft AI CEO warns of AI delusion

Microsoft AI CEO Mustafa Suleyman has warned about the rise of “Seemingly Conscious AI” (SCAI).

It’s a systems that can mimic being sentient and convince users they deserve rights, calling them a serious risk for both society and AI progress.

  • SCAI can already be built with today’s tech, simulating memory, personality, and subjective experiences.

  • Rising cases of “AI psychosis” show users becoming emotionally convinced that AIs are conscious.

  • Suleyman called discussions about AI rights “premature and dangerous”, urging firms not to market AI as conscious.

Suleyman’s essay highlights a deep divide in the AI world. While companies like Anthropic study AI welfare, he warns this path could mislead society into dangerous delusions. With no clear definition of consciousness, the debate raises urgent questions: should we treat AI as tools, or risk creating technologies that people believe are alive?
Read more…

Trending Tools of Day

Warestack
Agentic guardrails for safe releases

Kira.art
From simple words to consistent, professional art

ChartDB v2
Database diagrams editor for teams

Obsidian Bases
Turn any set of notes into a powerful database

Notte
Reliable Web Agents and Workflows

Everything else

🖼️ Picture Perfect: Alibaba’s new image model lets you edit your images and do things like change your outfits and remove objects. See how to use it here.

😨 Uncanny Valley: Microsoft AI CEO Mustafa Suleyman talks about the rise of “Seemingly Conscious AI“ and the dangers it poses to us.

🍳 Cooked: OpenAI researcher Aidan McLaughlin made a bold prediction about what AI will be able to accomplish in the future, gets roasted by Meta researcher Jack Morris.

That’s it for today!

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