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This is what we have today fellows.

• U.S. Tightens Chip Export Restrictions on China.

• Meta’s $10B Global Subsea Cable Project.

• 🧰 AI Tools (Business Analytics)

• Our Deep Dives.

  • Walmart turns movies into shopable experiences.

  • Tesla FSD V13 Launches With Major Upgrades.

  • AI Fuels Warfare, check the video.

• 📰 News and Trends.

U.S. Tightens Chip Export Restrictions on China.

The U.S. has introduced a significant crackdown on China's semiconductor industry, targeting 140 companies with export restrictions. This move, the third such package under the Biden administration, aims to hinder Beijing’s chipmaking capabilities, particularly in technologies that could advance military AI applications. Key details:

• New Entity List Additions: 24 Chinese semiconductor companies, two investment firms, and over 100 chip toolmakers, including Swaysure, Qingdao Si’En, and Shenzhen Pensun, now require special licenses for U.S. exports.

• Export Curbs: Restrictions apply to high-bandwidth memory (HBM) chips for AI and advanced chipmaking tools from U.S., Dutch, and Japanese manufacturers.

• Exemptions: The Netherlands and Japan are exempt from certain foreign direct product rules affecting equipment exports.

• Global Impact: Non-U.S. companies like ASM International and Samsung may face setbacks, while China accelerates efforts for chipmaking self-sufficiency.

This escalation highlights ongoing geopolitical tensions in the semiconductor sector, with broad implications for global supply chains and AI development.

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Meta’s $10B Global Subsea Cable Project.

Meta is planning its first wholly-owned subsea cable, a 40,000 km fiber-optic network with a projected cost exceeding $10 billion. The project aims to secure reliable infrastructure for Meta’s platforms by passing traditional telecoms and positioning itself to meet growing AI and data demands while navigating geopolitical risks. Meta drives 10% of fixed and 22% of mobile internet traffic globally. Key details:

• Strategic Infrastructure: The cable’s "W"-shaped route will avoid geopolitically sensitive areas like the Red Sea and South China Sea, ensuring resilience.

• Operational Control: Meta will prioritize its traffic, enhancing service quality for users worldwide.

• India Focus: A terminus in India may support AI model training and data centers, leveraging low compute costs and Meta’s massive user base.

Meta joins tech giants like Google in bypassing traditional telecoms to build independent global networks, positioning itself to meet growing AI and data demands while navigating geopolitical risks.

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📰 AI News and Trends

• While Tesla will use AI to power its autonomous fleet, it still needs the ability to access and control the vehicles remotely (Gizmodo)

• Musk Asks for Injunction to Block OpenAI For-Profit Move (Motion) and OpenAI is being sued by Canadian Publishers as well (TheInformation)

• U.S. shoppers spent 10.2% more on Black Friday compared to the same day a year earlier (Adobe)

• Allegedly ChatGPT crashes when asked about David Mayer. Try it and let us know the answer you get. ChatGPT could talk about "David de Rothschild," and notable figures with the last name "Mayer" and the first name starting with "D," but would crash once it seemed to be typing "David Mayer."

🌐 Other Tech news

• TikTok tackles idealized beauty standards by restricting filters among under-18 users (Tubefilter)

• The president-elect's transition team is consulting with Crypto industry leaders to pick the potential replacements for outgoing chair Gary Gensler (Wired)

• Starlink’s direct-to-cell satellite service is the first to receive FCC approval (TheVerge)

• Tesla Optimus showed off new hands right after Neuralink announced it received US FDA approval for its CONVOY Study (Teslarti)

• U.S. shoppers spent 10.2% more on Black Friday compared to the same day a year earlier

Our Deep Dives.

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• AI and Surveillance Fueling Modern Warfare - Emerging from prison, Julian Assange highlights a chilling evolution in warfare: artificial intelligence (AI) is now being used for mass assassinations, merging assassination with traditional warfare. In Gaza, many bombing targets are identified using AI, driven by surveillance data. AI’s reliance on extensive information underscores its role not only in targeting but also in generating propaganda, revealing a critical link between AI and pervasive surveillance systems.

• Walmart Turns Streaming Into Shopping - The retail giant will debut its first shoppable movie, Jingle Bell Love, on Roku, offering seamless "shoppable moments" and one-click purchases via linked accounts. With added holiday content and ad breaks during classics, Walmart is leading the charge in merging entertainment with e-commerce.

• Tesla FSD V13 Launches With Major Upgrades - Delivering smoother driving, dynamic routing, and advanced AI-powered features. Key highlights include 36 Hz AI4 video inputs, 5x compute scaling, and start-from-park functionality. Future updates promise smarter navigation, emergency handling, and larger model scaling, setting a high bar for autonomous driving.

🧰 AI Tools

Business Analytics.

• TIBCO Spotfire - An AI-driven analytics platform offering data visualization, predictive analytics, and real-time data streaming capabilities. Spotfire enables users to create interactive dashboards and perform advanced data analysis with ease.

• Databricks Lakehouse - A unified data platform that combines data engineering, data science, and analytics. Built on Apache Spark, it facilitates collaborative data analysis and machine learning, enabling organizations to derive insights from large datasets efficiently.

• Qlik Sense - A business analytics platform that offers AI-driven insights and predictions, turning data into actionable information within a cloud environment.

• ThoughtSpot - An AI-powered analytics platform that allows non-technical users to perform self-service data analysis through natural language queries, integrating with various cloud services for comprehensive insights.

• RapidMiner - A data science platform offering AI-driven data preparation, machine learning, and predictive analytics, enabling users to build and deploy models efficiently.