Techmeme Ride Home Tue. 07/15 – Nvidia Back In Business In China?
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Jul 15, 2025 The U.S. has lifted restrictions on Nvidia, allowing AI chip sales to China—could this ease tech trade tensions? Apple is betting big on rare earths, investing $500 billion to strengthen domestic production. Meanwhile, Meta is launching a massive AI data center and pivoting towards superintelligence. The race is on for AI smart glasses, with Xiaomi leading the charge in China's emerging market. It’s a thrilling time in tech as traditional boundaries blur and new innovations take center stage.
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US Tech Export Ban Eases
- The U.S. government reversed an earlier export ban allowing NVIDIA and AMD to resume AI chip sales to China.
- This signals a thaw in U.S.-China tech trade relations after negotiations involving rare earth material exports.
Gigawatts: New Tech Metric
- Megawatts and gigawatts of power capacity in data centers are becoming critical metrics in the AI industry.
- Companies like Meta are building multi-gigawatt data center clusters to power superintelligence developments.
Meta's AI Model Approach Shift
- Meta's new superintelligence team is discussing a shift from open-source to closed AI models.
- This would mark a philosophical change as closed models protect IP but open models accelerate innovation.