Anti-AI sentiment rises as US tightens AI release oversight
An anti-AI evangelist is surging in popularity, potentially complicating political dynamics for Donald Trump. The US government has authorized Anthropic for a limited release of an AI model that had raised cybersecurity concerns. Both OpenAI and Anthropic have restricted new AI models to Trump-approved customers amid ongoing cybersecurity reviews. These developments highlight growing tensions between AI advancement and government security oversight.
China's DeepSeek has unveiled DSpark, a speculative decoding framework that speeds up AI inference by up to 85%, easing bottlenecks and reducing chip strain amid US export curbs. SpaceX secured an $11 billion AI pipeline deal described as a 'saving grace' but with significant caveats. Bernstein warns India needs its own DeepSeek-class model to avoid over-reliance on foreign AI technology.
Micron is poised to become more profitable than any US company except Nvidia and Google, signaling a major turnaround for the semiconductor maker. The company is also working to break the risk cycle that has historically spooked investors. India's microdrama market is booming but faces challenges in achieving sustainable profitability.
Donald Trump has threatened to impose 100% tariffs on European imports if countries proceed with digital services taxes. European markets and governments have shown scant reaction, betting the threat is largely rhetorical. The standoff marks another escalation in transatlantic trade tensions under the Trump administration.