Huawei Fills Nvidia Void

💰 Google Pays Big for Gemini

Tuesday’s AI Report

• 1. 🔥 Huawei Fills Nvidia Void
• 2. 💼 Become an AI consultant from Innovating with AI
• 3. 💰 Google Pays Big for Gemini
• 4. 🤳 Instagram AI Age Check
• 5. 📈 Take your business to the next level with Upscaile
• 6. ⚙️ Trending AI Tools
• 7. 🏗️ Practical AI Applications
• 8. 📑 Recommended Resources

Read Time: 5 minutes

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Huawei Fills Nvidia Void

🚨 Our Report 

Huawei Technologies is stepping up to fill China's AI chip void after U.S. trade restrictions barred Nvidia from selling to Chinese customers. The Chinese tech giant plans to begin mass shipments of its new 910C AI processor next month, offering performance comparable to Nvidia's H100 chip.

🔓 Key Points

  • Huawei's new 910C chip combines two 910B processors to achieve performance comparable to Nvidia's H100, with mass shipments beginning in May 2025 after some initial deliveries.

  • Nvidia is taking a write-off of up to $5.5 billion for inventory in its fiscal first quarter after the Trump administration required export licenses for its H20 processors destined for China.

  • Huawei plans to release its next-generation Ascend 920 chip later this year, reportedly offering performance comparable to Nvidia's H20, with China's SMIC handling manufacturing despite yield challenges.

🔐 Relevance 

As U.S. restrictions create a vacuum in China's massive tech market, domestic alternatives are emerging that could permanently alter market dynamics. For investors, Nvidia's 28% stock decline year-to-date reflects serious concerns about its future growth potential in one of the world's largest markets. For the broader tech industry, this accelerates China's push toward semiconductor self-sufficiency, potentially creating two distinct AI hardware ecosystems globally.

The AI consulting market is about to grow by a factor of 8X – from $6.9B in 2025 to $54.7B in 2032. But how does an AI enthusiast become an AI consultant? How well you answer that question makes the difference between just “having AI ideas” and being handsomely compensated for your contribution to an organization’s AI transformation.

Thankfully, you don’t have to go it alone – our friends at Innovating with AI have welcomed 700 new students into The AI Consultancy Project, their new program that trains you to build a business as an AI consultant. Some of the highlights current students are excited about:

  • The tools and frameworks to find clients and deliver top-notch services

  • A 6-month plan to build a 6-figure AI consulting business

  • Students getting their first AI client in as little as 3 days

🚨 Our Report

Google is paying Samsung "enormous sums" monthly to preinstall its Gemini AI app on devices, according to court testimony revealed during the ongoing Justice Department antitrust case, despite similar payment practices being ruled illegal twice before.

🔓 Key Points

  • The contract, which began in January 2025, includes fixed monthly payments to Samsung for each device preinstalling Gemini, plus a percentage of Google's ad revenue from the app, according to Peter Fitzgerald, Google's VP of platforms and partnerships.

  • Between 2020-2023, Google previously paid Samsung $8 billion for the default placement of Google Search, Play Store, and Google Assistant, before these practices were found to violate antitrust laws.

  • The payments come after two separate legal rulings against Google - one finding its search engine default payments illegal, and another ruling against its Android app store monopolization.

🔐 Relevance

This aggressive move by Google shows how desperately big tech companies are fighting for AI dominance, even willing to use tactics already deemed illegal. It highlights the massive financial stakes in the AI race and raises serious questions about fair competition in the emerging AI market, especially as these default installations can significantly influence which AI assistants become mainstream.

  • Instagram will now require teens to get parental approval to change their age from under 18 to 18 or older, part of a broader push by Meta to improve online safety for minors.

  • The platform will use AI and other tools to detect when users may be lying about their age and will prompt verification through ID uploads or video selfies.

  • These changes come as Meta faces increasing regulatory pressure and lawsuits over how its platforms impact teen mental health and safety.

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STARTUPS

Name: Dialpad
Value: $2.2B
Funding raised: $450M

Dialpad is a customer intelligence platform that offers various AI tools for customer engagement, sales intelligence, and team collaboration. The platform provides a central communications hub for businesses that includes video meetings, contact syncing, call recording, automated speech recognition, conversational chatbots, instant call summaries, and more.

PODCASTS

Tired of getting inconsistent results from ChatGPT?

In this episode of AI Explored, Michael Stelzner digs into the secrets behind building custom GPTs that actually work consistently. Featured guest Saj Adib, founder of Howfinity, breaks down how using system instructions can drastically improve speed, accuracy, and output quality, even if your prompts aren’t perfect.

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