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NVIDIA CEO Jensen Huang tries out Huawei's tri-fold phone in Beijing, a humorous moment highlighting cultural differences between the US and China.
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.
Andrew Ng's newsletter covers recent AI developments including attacks on data centers, the release of Qwen3.5 in various sizes, DeepSeek's collaboration with Huawei, and Apple's multimodal tokenizer, alongside reflections on AI-driven job uncertainty and geopolitical risks.