🏦 Trump gets 15% of China chip sales

Monday’s AI Report

• 1. 🏦 Trump gets 15% of China chip sales
• 2. 🔏 Protect your online information with Incogni
• 3. 🌍 How Siemens reduced operational costs with AI
• 4. ⚙️ Trending AI tools
• 5. 😬 Altman admits GPT-5 is “dumber”
• 6. 📌 Pinterest swerves agentic AI shopping
• 7. 📑 Recommended resources

Read Time: 5 minutes

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Trump gets 15% of China chip sales

🚨 Our Report

An unnamed US official has revealed that US chipmakers, NVIDIA and AMD, have agreed to give the US government 15% of the revenue they make from selling their AI chips to China in return for export licences to China.

🔓 Key Points

The revenue share applies to NVIDIA’s H20 chips (which NVIDIA modified specifically for the Chinese market, under Bidens’ previous export rules) and AMD’s advanced MI308 chips.
This comes after the US previously banned the export of AI chips to China after security experts warned it could be "a potent accelerator" of China's AI capabilities, but last month, President Trump reversed this ban.
This is the first time a US company has agreed to share revenue to secure export licences, but President Trump has previously encouraged US firms to “buy down” the tariff rates he imposes.

🔐 Relevance

Although securing export licences for China is good news for NVIDIA and AMD (NVIDIA generated $17B from China sales last year, representing 13% of total sales, and AMD made $6.2B, accounting for 24% of total revenue), China appears to be growing increasingly concerned about the security of NVIDIA chips, forcing NVIDIA to confirm that their chips had no “backdoor” security risks (which would allow remote access) and demanding it produce “convincing security proofs” to eliminate Chinese users’ worries and regain market trust.

FULL STORY

Googling a name can reveal more than expected

Data brokers sell personal info—often for less than a dollar.

What’s publicly available:

Current & past addresses
Mobile numbers (even outdated ones)
Family connections
Employment history
Property records
Court documents

This information is bundled and sold to anyone willing to pay. Even ChatGPT can return surprising details when asked about someone with an online presence.

This isn’t paranoia—it’s probability:

1 in 4 Americans experience identity theft
$1,100 average loss per incident
Over 200 hours to recover

Manually opting out of data brokers is exhausting—195+ forms, 30+ hours, and records often reappear.

Incogni automates the process:

✅ Contacts data brokers

✅ Forces data deletion

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How Siemens reduced operational costs with AI

Siemens, a technology systems manufacturer, was struggling with high energy consumption and inefficient equipment maintenance.
This was increasing operational costs, so they introduced a multi-faceted AI approach across its manufacturing operations.
AI algorithms analyzed machine data to forecast equipment failures and AI visual inspection systems detected product defects early.
As a result, they lowered operational costs, experienced fewer disruptions, improved their system outcomes, and reduced re-work.

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Chatnode is for building custom, advanced AI chatbots that enhance customer support and user engagement ⭐️⭐️⭐️⭐️⭐️ (Product Hunt)
VoiceType Write 9x faster with AI that understands you, works everywhere, and protects your privacy
CheersTech uses AI to monitor and manage brand reputation

Following the release of GPT-5 last week, OpenAI CEO, Sam Altman, was forced to confront a barrage of disgruntled users who were all begging him to bring back GPT-5’s predecessor, GPT-4o.
One of GPT-5’s new features decides which model to use to answer prompts, but users complained it wasn’t as good as o4, and Altman admitted it was “dumber” because it wasn’t working when it launched.
He also addressed the “chart crime,” which saw GPT-5 create a bar chart displaying a higher bar for a lower score (during the live demo), calling it a “mega screwup” and promising to “continue to work to get things stable.”

FULL STORY

Pinterest CEO, Bill Ready, has declared that although agentic AI shopping agents are here, full agentic shopping—where AI agents complete purchases for users, autonomously— is still years away.
He feels that “most users are not ready to relinquish shopping control, except for utilitarian purchases” and wants Pinterest to focus on using AI to meet consumer preferences, rather than complete purchases.
He wants Pinterest to be a shopping assistant that “just gets” users, “because the app will make recommendations on things that align with [users’] taste and style, the way that a personal shopping assistant would.”

FULL STORY