Google faces an EU antitrust probe over its AI practices, Microsoft is investing $17.5 billion in Indian AI and cloud computing over the next four years, and Reddit is implementing new teen safety features globally.
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Show Notes
U.S. Allows Nvidia to Ship H200 Chips to Approved Chinese Customers
The Department of Commerce announced a new policy allowing Nvidia, and later AMD and Intel, to ship high-end H200 AI chips to “approved customers” in China and elsewhere, contingent on the U.S. government receiving a 25% share of the revenue. The arrangement, which replaces a prior 15% agreement, aims to support American jobs and manufacturing and reportedly received a positive response from Chinese President Xi Jinping. Nvidia welcomed the move as a balanced approach to U.S.–China AI competition.
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EU Opens Antitrust Investigation Into Google’s AI Practices
The European Commission has launched an antitrust probe into whether Google fairly compensates or offers an opt-out to publishers for content used in AI Overview and AI Mode, and whether it improperly uses YouTube creator content to train its models without sufficient compensation or an opt-out. Regulators aim to determine whether Google’s actions impose unfair terms on creators and disadvantage competing AI developers, which Google denies.
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Microsoft Commits $17.5 Billion to AI and Cloud in India
Microsoft announced a $17.5 billion investment in India over four years, its largest ever in Asia, focusing on AI, cloud infrastructure, skills development, and digital sovereignty. Plans include building India’s largest hyperscale region in Hyderabad by mid-2026. The announcement followed a meeting between CEO Satya Nadella and Prime Minister Narendra Modi and includes offering free access to Copilot to compete with rivals.
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Reddit Rolls Out Global Teen Safety Features
Reddit is expanding new teen safety measures globally, not just in Australia. Teens under 18 will see stricter chat controls, no ads or personalization, and no access to NSFW or mature content. Australia will also see new age-confirmation processes. While some changes are legally required in Australia, Reddit is voluntarily applying most of them worldwide to strengthen safety for minors.
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Google and Apple Collaborate on Easier Android–iPhone Switching
Google and Apple are reportedly working on an OS-level feature to streamline data transfer between Android and iOS during device setup. Early hints appeared in Android’s Canary build, with a future iOS beta expected. The feature aims to expand on existing “Switch to” apps, though functionality may change as development is still in an early stage.
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Meta Slows Llama Strategy, Delays Avocado Model
Meta’s early enthusiasm for open-source Llama models has cooled as the company pivots toward large-scale hiring to catch up with competitors. Insiders say Meta’s AI strategy lacks focus and lags behind rivals. The next frontier model, codenamed Avocado, has been delayed from late 2025 to Q1 2026 for performance testing, though Meta says training remains on schedule.
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Accenture Expands Partnership With Anthropic
Accenture and Anthropic are forming a new business group and will train around 30,000 Accenture employees on Claude. The partnership aims to boost enterprise productivity, build AI offerings for regulated industries, and accelerate adoption in sectors like financial services and healthcare.
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Anthropic Introduces Claude Code in Slack
Anthropic has launched Claude Code, a beta feature in its Slack integration that allows developers to fully automate coding tasks within chat threads. The move signals a shift toward agentic workflows inside collaboration platforms and could change how teams build software, though it raises concerns around security, IP, and API dependencies.
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Spotify Rolls Out Music Videos to Premium Subscribers
Spotify is launching its music video feature to Premium users in the U.S., Canada, and other markets across major apps. The feature lets listeners switch seamlessly between audio and music videos at the same point in the track, replacing looping visuals. It expands Spotify’s push into video to better compete with YouTube.
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