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Apple announced at its fall event that it is skipping the release of the base iPhone 18, focusing instead on higher-priced Pro models and a new foldable iPhone Duo, citing memory and chip shortages. Existing iPhone models have also seen a $100 price increase.
OpenAI's research indicates that 80% of US GDP could be automated by AI agents today, but adoption is hindered by factors like training stages, agent vs model lab developments, and chip shortages.
AI-driven demand for memory chips is causing a shortage and price hikes for standard memory used in smartphones, leading to a 10% drop in India's smartphone shipments in Q2, with the biggest impact on low-cost phones.
The article summarizes the current state of the AI data industry, pointing out that the data industry is not yet mature. Anthropic and OpenAI spend over $10 million on a single environment, while Chinese AI labs tend to build rather than buy. In addition, many labs have access to Huawei chips but still crave more Nvidia chips.