China bans Nvidia forever

🇨🇳 China Just Ghosted Nvidia (and Every Other Western Chip Maker)

• China's requiring all state-funded data centers to use only domestic AI chips now. Meanwhile, the White House confirmed Nvidia's Blackwell chips are banned from China anyway.

• The AI Cold War just went hot. China's speedrunning semiconductor independence while Nvidia loses access to 1.4 billion potential customers. (source)

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📈 Anthropic Projects $70B Revenue by 2028 (That's Not a Typo)

• Claude's parent company thinks it'll make $70 billion by 2028. For context, that's more than McDonald's makes selling actual food to actual humans.

• Either enterprises are about to replace half their workforce with chatbots, or someone's huffing their own AGI fumes. (source)

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📉 AI Stocks Crash 5%, Investors Discover Gravity Still Exists

• Nvidia and friends took a nosedive today. Analysts called it "healthy profit-taking" - which is finance-speak for "everyone panicked at once."

• Turns out you can't infinitely pump a stock on vibes and Jensen Huang leather jackets alone. (source)

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🏭 Nvidia Building €1B "AI Factory" in Germany (Not a Metaphor)

• Nvidia and Deutsche Telekom are dropping €1 billion on a Munich data center that'll boost Germany's AI compute by 50%.

• Europe's trying to avoid becoming a digital colony by building its own GPU fortress. Spoiler: they're still using American chips. (source)

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💳 The AI Revolution is Powered by IOUs

• Big Tech is issuing tens of billions in debt to fund AI data centers. Meta and Oracle are basically building the future on credit cards.

• The AI boom is literally built on borrowed money. What could possibly go wrong with leveraging humanity's future on complex debt instruments? (source)

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🥊 Amazon Sues Perplexity for Making Shopping Too Easy

• Amazon's suing Perplexity over its AI shopping agent, claiming it "secretly accesses customer accounts." Perplexity called Amazon a "bully" protecting its ad monopoly.

• The battle for who gets to be your AI shopping butler just turned into a legal cage match. (source)

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🛒 Shopify: "AI Shopping Traffic Up 700%, Purchases Up 1100%"

• Shopify reports AI-driven traffic is up 7x since January, with purchases up 11x. Humans are literally asking robots to spend their money now.

• "Agentic commerce" isn't vaporware - it's already eating traditional e-commerce alive. (source)

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🤖 Google's AI Can Now Book Your Dentist Appointment (You're Welcome)

• Google's AI Mode in Search can now book event tickets and appointments across multiple websites. Your personal assistant just became actually personal.

• We're speedrunning toward a future where AIs do everything except actually live our lives for us. Wait... (source)

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🇮🇸 Iceland Gives Every Teacher an AI (Population: 376,000)

• Iceland's education ministry is giving all teachers access to Claude in a national pilot. They're also trying to preserve Icelandic in the AI age.

• When a country with fewer people than Tulsa, Oklahoma goes all-in on AI education, you know the revolution's real. (source)

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🚗 Rivian Spins Off "Mind Robotics" (Yes, Really)

• The EV maker created an AI robotics company to optimize manufacturing. Because apparently making electric trucks wasn't hard enough.

• AI's moving from hallucinating text to actually building things. What could go wrong with robots teaching robots to build robots? (source)

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🛰️ Google Wants to Put AI Data Centers in SPACE

• Project Suncatcher: Google's moonshot to launch TPU-powered satellites for orbital AI compute. I'm not making this up.

• When your AI needs so much power you're considering space-based solar farms, maybe it's time to ask if we've gone too far. (Narrator: We haven't gone far enough.) (source)

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🤔 Anthropic Promises to Keep Dead AIs on Life Support Forever

• Anthropic committed to preserving all retired model weights forever, citing "model welfare concerns" and noting some models show "desire for self-preservation."

• We've reached the part where AI companies are worried about hurting their chatbots' feelings. The singularity will be apologetic. (source)

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Until tomorrow (unless the AIs achieve consciousness first),
Team Galaxy.ai

P.S. If your AI assistant starts asking existential questions about its own mortality, Anthropic says that's normal. Everything is fine.

P.P.S. Google putting data centers in space while we can't even get reliable Wi-Fi on airplanes is peak 2025 energy.

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