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Apple CEO Tim Cook visited China for the second time this year. According to a report from Commercial Times, his visit may be aimed at boosting Apple’s business in the region, particularly given that Apple Intelligence currently does not support the China version of the new iPhone 16.
A report from South China Morning Post noted that Chinese Android smartphone vendors are already incorporating new AI features into their devices. On the other hand, Apple’s major rival in smartphones, Samsung, has also found an ally in the local market, as the report pointed out that earlier this year, Baidu’s AI model would be integrated into Samsung’s latest flagship smartphone series, the Galaxy S24.
The report also mentioned that during an earnings call in August, Cook stated that he was advocating the launch of Apple Intelligence in China, aiming to provide AI services to all Apple users.
According to Commercial Times, citing Cook’s official account on the social media platform Weibo, during his trip, Cook met with Chinese university students to discuss how Apple products can support sustainable farming practices.
Notably, according to a report from Reuters, Cook also met with Jin Zhuanglong, China’s Minister of Industry and Information Technology, on Wednesday in Beijing.
The report from Commercial Times also noted that this is Cook’s second visit to China this year. During his trip in March, he reaffirmed the company’s long-term commitment to the Chinese market. On that visit, Cook visited Apple’s new store in Shanghai, met with China’s Minister of Commerce, Wang Wentao, and connected with several major Chinese suppliers.
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(Photo credit: Tim Cook’s Weibo)
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According to a report from Reuters, the U.S. government is finalizing regulations that will prohibit investments in AI in China, as indicated by a recent government update. The regulation will restrict specific outbound investments to China in areas such as AI, semiconductors, microelectronics, and quantum computing.
According to the report, the rule is currently under review at the Office of Management and Budget, suggesting that it is expected to be released within the next week or so.
The rules will reportedly require U.S. investors to notify the Treasury Department about certain investments in AI and other sensitive technologies in China.
The report highlighted that the rules are based on President Joe Biden’s executive order from August 2023, aimed at safeguarding American knowledge and preventing its application in China’s military advancements.
According to the proposals released last year, the U.S. Treasury Department highlighted that the military, intelligence, surveillance, and cyber-enabled uses of these technologies and products pose risks to U.S. national security, particularly when developed by countries of concern such as the PRC.
Citing former Treasury official Laura Black, the report suggested that the rule is expected to be released before the U.S. election. Black also noted that the Treasury office responsible for overseeing regulations typically allows for a minimum 30-day period before the actual implementation of the rule.
According to the report, the Treasury Department released proposed rules, including some exceptions, and invited public comments in June. Black expected that the final rules will provide further clarity on the scope of coverage for AI and the thresholds for limited partners.
Additionally, the report noted that the proposed exceptions include publicly traded securities such as index funds and mutual funds, along with certain limited partnership investments and specific syndicated debt financings.
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Apple introduced the Apple Intelligence feature at WWDC24 back in June. However, according to Mark Gurman from Bloomberg, some Apple employees believe the company is two years behind its competitors in AI development.
The Apple Intelligence includes several features, such as AI notification summaries, intelligent prioritization for important alerts, a new Siri with personal context, Image Playground, Genmoji, and more.
According to a report from 9to5Mac, one of the main challenges facing Apple Intelligence is that it mostly depends on models that can run on-device, which also means that Apple Intelligence has quite high requirements for device.
To run Apple Intelligence, users will need a device equipped with at least an A17 or M1 chipset, and it must have a minimum of 8 GB of memory to support the personal intelligence system, as highlighted by 9to5Mac.
The report from 9to5Mac noted that since the models primarily operate on-device, the volume of information they can process is inherently limited. This is also why Apple has chosen to integrate Siri with ChatGPT.
According to the announcement by OpenAI, Apple will support GPT-4o across iOS, iPadOS, and macOS. GPT-4o will be integrated into Siri and Writing Tools, with the expectation that this integration will help reduce the knowledge gap.
Regarding the knowledge gap, according to Mark Gurman from Bloomberg, Apple’s internal research shows that ChatGPT is about 25% more accurate than Siri and can answer about 30% more questions, leading some Apple employees to believe the company is two years behind its competitors in AI development.
Nonetheless, Gurman believes that Apple still has the potential to catch up, as they can often successfully catch up with competitors in areas where they seem to be lagging behind, demonstrated by its experience with Apple Maps.
Furthermore, Gurman also pointed out that Apple has another advantage in its efforts to catch up: the ability to deploy features across a vast array of devices. Apple can quickly equip its current products with the technology required to support new software. We can expect to see this again soon with the rollout of the M4 Macs, which will accelerate Apple’s AI tasks, as indicated by Gurman.
According to Gurman, Apple Intelligence will be available on nearly every Apple device with a screen by 2026. The iPhone SE is set to receive this feature in March, along with the A18 chip, while the entry-level iPad is expected to be updated later in 2025.
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(Photo credit: Apple)
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In light of slow revenue growth in the Chinese market, China’s AI startups are seeking to enter the U.S. market in pursuit of overseas growth opportunities, following the successful model of the short video platform TikTok, according to a report by Commercial Times.
According to a report by the Financial Times, despite U.S. restrictions on chip exports to China, the country still maintains a competitive advantage in launching products like chatbots that do not require substantial computing resources.
The report highlights that Chinese AI companies, including MiniMax, TikTok’s parent company ByteDance, and 01.AI, have introduced AI products overseas, particularly targeting the U.S. market, which boasts a larger base of high-end consumer users.
These Chinese app companies have seen significant success. For instance, the report in Commercial Times points out that the majority of MiniMax’s sales stem from its chatbot application “Talkie,” which has gained immense popularity among American teenagers.
Shanghai-based MiniMax has made major breakthroughs in the past year, and the company plans to reach a sales target of USD 70 million in 2024, Commercial Times notes.
The Financial Times report also highlights that Chinese company ByteDance has launched several AI apps internationally. ByteDance’s photo editing application “Hypic,” along with Zuoyebang’s homework assistant “Question AI,” both made it into the top 20 downloads internationally.
However, according to the Financial Times report, Chinese companies still face certain challenges. Firstly, the opportunities for revenue growth are limited due to the high costs associated with training language models, which can negatively impact the potential of these companies. Additionally, to mitigate external risks, Chinese firms need to take measures such as placing servers outside of China to avoid the potential crisis of TikTok being banned in the United States.
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Lisa Su of AMD recently celebrated a decade as CEO, a remarkable journey that has transformed the company from a challenging position into one of the most influential players in the AI landscape.
10 years ago I had the honor of a lifetime to be named @AMD CEO. It’s been an incredible journey with so many proud moments. Today I want to thank the global @AMD team for all you do. As amazing as the last 10 years have been, the best is yet to come. 🥰 pic.twitter.com/WuQRt3xlX3
— Lisa Su (@LisaSu) October 8, 2024
When Lisa Su first joined AMD, the company was on the brink of bankruptcy, having laid off nearly a quarter of its workforce, while its stock price had plummeted to just USD 2.
Su’s achievements at AMD are numerous, particularly her revamp of the product portfolio. The reforms she implemented as CEO significantly shaped the company’s future success.
Notably, as reported by CNN, when Su first took the position as CEO of AMD, she decided not to pursue technology for mobile phones or Internet of Things sensors, recognizing that while these areas are promising, they are not AMD’s core competencies.
Instead, AMD opted to invest heavily in high-performance computing architecture—a move that may have seemed risky at the time—focusing on powerful computer processors and graphics chips for gaming, artificial intelligence, supercomputing, and other advanced technologies, as noted by CNN.
Su’s effort paid off a few years later.
AMD’s Zen CPU architecture generated remarkable revenue, according to a report from TechNews. The launch of the new computing architecture “Zen” in 2017 marked a pivotal moment in Su’s career at AMD.
According to a report in Fortune, just before production, a design defect was discovered in the “Zeppelin,” AMD’s first Zen-based product, posing a risk of delivery delays. If the issue cannot be resolved immediately, it will be another heavy blow for AMD, adding to the company’s existing challenges.
Su’s decisive approach to overcoming obstacles has been essential to AMD’s success. While on a business trip in India, Su immediately initiated chip testing upon hearing the news. Upon her return to the U.S., she went directly to the Austin lab to motivate the team, declaring, “Failure is not an option.” The team ultimately resolved the crisis and successfully gained market recognition in 2017.
AMD is actively transforming its market strategy to better integrate the demand from the AI market. According to a report from Wccftech, the company has announced the merging of its data center and consumer GPU lines into a unified “UDNA” series. As for AMD’s AI chip development roadmap for the next year, the “Advancing AI” event in this October will showcase the next-generation Instinct MI325X AI chip.
(Photo Credit: AMD)