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According to the Wall Street Journal, Amazon, Microsoft, and AI startup Anthropic are backing a US law that would further restrict Nvidia's chip exports to China. The proposed Gain AI Act would require semiconductor companies to satisfy US demand first before shipping chips to countries under arms embargos. The law would give tech giants like Amazon and Microsoft priority access to chips.

Nvidia opposes the plan, warning it would create unnecessary market interference. Some government officials question whether the law is even needed, pointing out that the Commerce Department already has the authority to enforce export controls. Meta and Google haven't commented on the proposal. The Gain AI Act could be attached to the defense budget as an amendment.

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Nvidia turns to synthetic data to tackle robotics’ biggest challenge: the lack of training data.

"We call this the big data gap in robotics," a Nvidia researcher said at the Physical AI and Robotics Day during GTC Washington. While large language models train on trillions of internet tokens, robot models like Nvidia’s GR00T have access to only a few million hours of teleoperation data, gathered through complex manual effort - and most of it is narrowly task-specific.

Nvidia’s answer is to rethink what it calls the "data pyramid for robotics." At the top sit real-world data - small in quantity and expensive to collect. In the middle lies synthetic data from simulation - theoretically limitless. At the base is unstructured web data. "When synthetic data surpasses the web-scale data, that's when robots can truly learn to become generalized for every task," the team states. With Cosmos and Isaac Sim, Nvidia aims to turn robotics’ data shortage into a compute challenge instead.

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Deutsche Telekom and Nvidia are joining forces to build the "Industrial AI Cloud" in Munich, set to become one of the largest AI computing hubs in Europe. The center will feature more than 1,000 NVIDIA DGX B200 systems and RTX PRO servers, with up to 10,000 NVIDIA Blackwell GPUs. According to Telekom, this will increase Germany's AI computing power by 50 percent. For comparison's sake, Sam Altman recently said that OpenAI will have "well over one million GPUs" online by the end of 2025. That's just OpenAI.

"Germany's strength in engineering and industry is legendary and will now be further enhanced by AI."

Jensen Huang, Nvidia CEO

The new initiative aims to give European companies the ability to build AI solutions using local data. Early partners are SAP, Polarise, and Agile Robots. The platform is intended to support applications such as factory simulation, robot training, and running large language models on site. The project, valued at over one billion euros, is privately funded and separate from the EU’s AI gigafactory funding program.

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Qualcomm is making its debut in the data center hardware market with two new AI accelerator chips, the AI200, set for release in 2026, and the AI250, expected in 2027. Designed for liquid-cooled server racks, the chips focus on AI inference—running pre-trained models—rather than training them. Until now, Qualcomm has been best known for its mobile processors.

The move puts Qualcomm in direct competition with Nvidia and AMD. According to the company, the new chips are designed to offer advantages in power efficiency, cost, and memory capacity, supporting up to 768 GB per card. Early large-scale customers are already on board, including a Saudi operator planning deployments with energy demands of up to 200 megawatts. Following the announcement, Qualcomm’s stock price rose by 15 percent.

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The US government has approved the export of Nvidia AI chips worth several billion dollars to the United Arab Emirates, according to Bloomberg. The Commerce Department's approvals are part of a deal signed in May that ties US chip shipments to matching Emirati investments in the US.

US officials say the Gulf federation plans to invest about $1.4 trillion over the next decade. The initiative includes a five-gigawatt data center in Abu Dhabi, with OpenAI among the partners. Some lawmakers in Washington have raised concerns about security risks and growing Chinese influence. The Trump administration sees the deal as a way to keep China out of the Middle East.

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