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Friday, May 30, 2025

30: AI Intimacy

“The world has fundamentally changed” - Nvidia CEO Jensen Huang wants it to be so much more than a chip maker an ambitious road map for the development of AI infrastructure. ....... Nvidia is “not a technology company only anymore, in fact, we’re an essential infrastructure company”. ......... Huang explained that just like electricity and the internet, AI, or “intelligence” will move from being a useful tool, to an essential part of life; “In 10 years time you will look back and you will realize that AI has now integrated into everything and in fact we need AI everywhere.” ........... As such, Nvidia isn’t building data centres anymore. Well, not in the same way. Huang described data centres as ‘data centres of the past,’ that provide information and storage. These are similar to what he envisions in that they come from the same industry, but in the future, these will “emerge as something completely different”. ......... These new AI data centres will be less like the data centres we know now, and more like “AI factories”, Huang argued. ........... “Agentic AI is basically; Understand, think, and act.” Huang explained. “Agentic AI is basically a robot in a digital form. These are going to be really important in the coming years, we're seeing enormous progress in this area.” .......... Moving forward, AI is going to be thinking incredibly fast, as Huang noted, “what used to be oneshot AI is now going to be thinking AI, reasoning AI, inference time scaling AI and that's going to take a lot more computation.” .......... “Nvidia has been scaling computing by about a million times every 10 years and we're still on that track,” Huang. ............ Huang also announced that in partnership with the Taiwanese Government, Foxconn, and TSMC, Nvidia is going to build the first “giant AI supercomputer, here for the AI infrastructure in the AI ecosystem of Taiwan.” ........ Nvidia is leading the charge in AI chips, and the continued investments into infrastructure and components outlines the ambitions for the company to widen its market share of a range of technologies .......... Finally, for corporations without in-house building capabilities, Nvidia is offering detailed blueprints to accelerate the process of building AI factories and infrastructure, helping remove the friction and ensure a seamless transition into the coming “Age of AI.”

How Trump's trade war is upending the global economy February 1 - Trump imposes 25% tariffs on Mexican and most Canadian imports and 10% on goods from China, demanding they curb the flow of fentanyl and illegal immigrants into the United States. .......... February 10 - Trump raises tariffs on steel and aluminum to a flat 25% "without exceptions or exemptions". .......... April 9 - Trump pauses for 90 days most of his country-specific tariffs that kicked in less than 24 hours earlier following an upheaval in financial markets that erased trillions of dollars from bourses around the world. .......... Trump says he will raise the tariff on Chinese imports to 125% from the 104% level that took effect a day earlier. This pushes the extra duties on Chinese goods to 145%, including the fentanyl-related tariffs imposed earlier. .......... May 12 - The U.S. and China agree to temporarily slash reciprocal tariffs. Under the 90-day truce, the U.S. will cut the extra tariffs it imposed on Chinese imports to 30% from 145%, while China's duties on U.S. imports will be slashed to 10% from 125%. .......... May 28 - A U.S. trade court blocked Trump's tariffs from going into effect in a sweeping ruling that the president overstepped his authority by imposing across-the-board duties on imports from U.S trade partners. The Trump administration said it would appeal the ruling. ......... May 29 - A federal appeals court temporarily reinstates the most sweeping of Trump's tariffs, saying it was pausing the lower court's ruling to consider the government's appeal, and ordered the plaintiffs in the cases to respond by June 5 and the administration by June 9.

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