Uncle Sam wants his cut of GPU sales
๐4 min read

๐๏ธ US Government Becomes Nvidia's Business Partner (Whether They Like It Or Not)
The US just told Nvidia and AMD: "Sure, sell chips to China โ but we want 15% of every dollar." It's like a protection racket, but with export licenses.
Why it matters: The government just invented a new form of capitalism where Uncle Sam gets a direct cut of your international sales. What could go wrong? (source)
๐ SK Hynix Promises 30% Growth Until the Heat Death of the Universe
South Korean memory giant SK Hynix is forecasting 30% annual growth in AI chips until 2030. That's either visionary or completely delusional โ time will tell.
Why it matters: The AI hardware gold rush isn't slowing down. We're apparently building enough data centers to power a small country and melt the polar ice caps. (source)
๐จ๐ณ China Suddenly Discovers Nvidia Chips Are "Unsafe"
Chinese state media is now claiming Nvidia's H20 chips have "backdoors" โ right after the US started taking a cut of sales. What a coincidence.
Why it matters: Even when America allows chip sales, China might reject them anyway. It's like a tech cold war where nobody wins except the lawyers. (source)
๐ฃ๏ธ Apple's New Siri Might Actually Do Things (Revolutionary)
Apple is testing a Siri that can perform multi-step tasks across apps using just voice commands. You know, like what we thought Siri would do in 2011.
Why it matters: If it works, we might finally get the AI assistant we were promised. If it doesn't, we'll get more "I found this on the web for 'send photo to mom'." (source)
๐ฌ OpenAI Learns That Users Have Feelings About Their AI Girlfriends
Sam Altman held a Reddit Q&A to calm angry users who miss GPT-4o's "personality." Apparently, raw intelligence isn't enough if your chatbot has the charm of a spreadsheet.
Why it matters: Turns out people want AI that feels human, not just AI that passes benchmarks. Who could have predicted that emotional intelligence matters? (source)
๐ฐ Wall Street Creates AI-Only Hedge Funds Because Why Not
New hedge funds are raising billions to bet exclusively on AI companies โ from chip makers to the power plants that keep data centers from exploding.
Why it matters: When finance bros create specialized funds, it means they think this is the real deal, not just another crypto bubble. (source)
โ๏ธ Rumble Drops $1.2B for a Pile of GPUs
Video platform Rumble is considering buying German AI company Northern Data for $1.2 billion. The real prize? 20,000+ Nvidia H100 chips sitting in a warehouse.
Why it matters: GPUs are now so valuable that companies spend billions just to hoard them like digital gold bars. (source)
๐ฎ๐ฉ Indonesia Launches "Sovereign AI Fund" to Avoid Digital Colonialism
Indonesia is creating a state-backed AI fund to become a regional tech hub. Because apparently every country needs its own ChatGPT now.
Why it matters: Nations are treating AI development like nuclear programs โ strategic, expensive, and absolutely necessary for national pride. (source)
๐ค Microsoft's Copilot Turns Your Doodles Into 3D Models
Copilot Labs can now convert 2D images into 3D models with one click. Finally, a practical AI feature that doesn't involve generating fake news or replacing writers.
Why it matters: This is actually useful AI that makes hard things easy, instead of making easy things unnecessarily complicated. (source)
๐ Crypto Exchange IPO Shows Investors Still Have Money to Burn
Peter Thiel-backed crypto exchange Bullish is targeting a $4.82B valuation. BlackRock and ARK are interested, proving there's still cash floating around for questionable tech bets.
Why it matters: If there's money for crypto exchanges, there's definitely money for AI companies. The venture capital fire hose is still running at full blast. (source)
Until tomorrow (if the GPUs don't overheat),
Team Galaxy.ai
P.S. If your government starts taking a cut of your international sales, maybe it's time to move to a country that hasn't invented "export revenue sharing" yet.
P.P.S. We're not saying Siri will finally work, but if it does, please don't ask it to launch the nukes. Baby steps.
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