🤖 Nvidia Goes Big (and Local)

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Here are the top stories for today:

1. 💻 [START FREE] Never Prepare For a Sales Call Again

2. 🤔 Nvidia Goes Big (and Local)

3. 🆔 OpenAI's New ID Check

4. 🤯 Quick Takes

Read Time: 5 Minutes

Never Prepare For A Sales Call Again

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Nvidia Goes Big (and Local)

In a move that’s equal parts tech flex and political chess, Nvidia just dropped a megaton announcement: it's bringing over a million square feet of AI chip manufacturing space to U.S. soil. That’s right America’s getting in on the AI action, with massive production hubs popping up in Texas and Arizona. Why? To fuel sky-high demand, court some political favor, and avoid the export drama that's been shadowing the chip game.

Here’s what’s happening:

• Massive U.S. Expansion: Nvidia is building out AI chip production space in Arizona and Texas, partnering with Foxconn (Houston), Wistron (Dallas), Amkor, and SPIL.

• Blackwell Chips in Action: Production has kicked off at TSMC’s Phoenix facility for Nvidia’s newest AI powerhouse chips Blackwell.

• Jobs & Dollars Galore: Nvidia aims to manufacture up to $500 billion worth of AI infrastructure in the U.S. over the next four years, creating “hundreds of thousands” of jobs.

• Strategic Timing: This announcement follows Nvidia narrowly dodging new export controls on its H20 chips thanks, reportedly, to CEO Jensen Huang’s promise to invest in U.S.-based AI centers.

• Politics at Play: Trump’s administration has been leaning hard on chipmakers—TSMC was even threatened with a 100% tax unless it started building in the U.S.

Nvidia isn’t just riding the AI wave it’s helping build the surfboard on U.S. turf. With billions on the line, political power plays in the mix, and a workforce that still needs catching up, this move is bold... and a bit risky. But if it pays off? The U.S. might just go from AI buyer to AI builder, big time.

💡 Did You Know?

AI Can Dream: Researchers have found that some AI models, like those used in neural networks, can "dream" by generating new data based on the patterns they've learned, similar to how humans experience dreams during sleep.

OpenAI's New ID Check: Access to Advanced AI Models Just Got a Little More Exclusive

OpenAI is tightening the reins on who can access its top-tier AI models. According to a recent support page, organizations will soon need to complete a new ID verification process, aptly called Verified Organization. This will require submitting a government-issued ID from one of the supported countries only one organization can be verified every 90 days, and not all will make the cut. Why? OpenAI is stepping up security to avoid misuse of its powerful tools, which have recently been targeted by bad actors. From preventing misuse by shady developers to protecting against potential IP theft (ahem, DeepSeek), the company is hoping this extra layer of verification helps keep things safe and sound without locking out the good guys.

Quick Takes

• OpenAI Co-Founder’s Startup, Safe Superintelligence, Valued at $32B: Ilya Sutskever’s AI startup, Safe Superintelligence (SSI), has raised an additional $2 billion in funding, bringing its valuation to $32 billion. Despite minimal public details about the product, SSI aims to develop a "safe superintelligence" and continues to attract significant investment.

• Ireland’s Data Regulator Probes X’s Use of European User Data for Grok AI Training: Ireland's Data Protection Commission (DPC) is investigating X's use of personal data from European users to train its AI model, Grok. The inquiry examines whether X has violated EU privacy laws by processing publicly shared user data without proper consent.

That’s all for Today!

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