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Nvidia has stopped producing H20 and 700,000 AI chips intended for China are now sitting idle.

After a temporary green light from the US government, Nvidia had promised Chinese customers about 700,000 H20 AI chips. These chips are stripped-down versions designed to meet US export rules, making them legal for the Chinese market. Now, a new directive from Beijing is forcing local companies to stop buying Nvidia chips over security concerns. As a result, thousands of finished chip dies are sitting unused at Amkor, a US-based packaging partner. The supply chain has ground to a halt, even though Washington and Nvidia had already reached a political agreement. The situation highlights how AI hardware is increasingly caught in the middle of geopolitical tensions. Earlier reports suggested the US is adding tracking chips to AI hardware bound for China.

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Dynamics Lab has launched Mirage 2, the latest version of its generative game world engine. With Mirage 2, users can upload their own images - like sketches or photos - and turn them into interactive game worlds. The engine also lets players change the game in real time by typing in commands. Worlds can be saved and shared. While Mirage 2 makes clear technical gains over its predecessor, it still struggles with precise controls and visual stability. In both areas, Genie 3 from Google DeepMind is far ahead, but Genie 3 isn't available yet and likely requires much more computing power. A Mirage 2 demo is available online.

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ElevenLabs has released Eleven v3 (alpha), an updated text-to-speech model now available through the API. The new version adds more expressive options, additional controls, and support for over 70 languages. Key changes include a dialog mode that can handle any number of speakers and new audio tags for controlling emotion and voice.

Video: Elevenlabs

The Eleven v3 (alpha) API works with a free account, though some features may require payment. Technical details and examples are in the official documentation. New users can register for free.

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OpenAI hit $1 billion in monthly revenue for the first time in July, CFO Sarah Friar told CNBC. The company expects to triple its annual revenue to $12.7 billion in 2025, according to earlier statements. By June, OpenAI had already reached an annualized revenue run rate of $10 billion. Most of this growth comes from paid ChatGPT subscriptions, especially since the launch of the new GPT-5 model. Despite some early criticism of the new model, Friar says OpenAI is seeing rising numbers of Plus and Pro subscribers. The surge in demand is putting pressure on technical resources - the company’s need for computing power now exceeds what’s available. Last week, CEO Sam Altman said OpenAI plans to invest in new data centers, with spending expected to run into the trillions.

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