AI EXPORT CONTROL
Anthropic ban: Sarvam AI's Pratyush Kumar warns against reliance on foreign models
A US ban on advanced AI models has highlighted the vulnerability of foreign reliance, according to Sarvam AI's Pratyush Kumar. He urged Indian firms to embrace sovereign AI, building systems domestically. For AI researchers and engineers, he said the ban sets a precedent in which talent will increasingly be seen as aligned to national interests rather than the companies.
America's shutdown of Anthropic's AI models is not a surprise. And India has seen it coming for 30 years
The US government's export control order on Anthropic's advanced AI models, blocking non-American nationals, highlights a long-standing Indian pattern of adopting foreign technology without developing indigenous alternatives. This "kill switch" event underscores the vulnerability of nations dependent on foreign tech infrastructure, urging India to prioritize strategic autonomy and build its own AI capabilities.
Nvidia begins Vera CPU sales pitch to Chinese clients, sources say
The outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortunes in China, as shipments of its second-most powerful AI chip, the H200, to the country have stalled for months.
Amazon CEO raised concerns about Anthropic AI models before Trump crackdown: Report
Jassy's involvement sheds light on the extraordinary move by Anthropic on Friday to shut down its latest models globally in response to national security orders from the Trump administration.
Project Glasswing melts: US government suspends early access to Anthropic's Fable 5, Mythos 5 within days of rollout
India's brief access to advanced AI models from Anthropic has ended. A US government directive halted local access to Mythos 5 and Fable 5. This development signals a new AI export control regime. Governments now view frontier AI as strategic assets. India's engagement on technology policy faces new challenges.
Amazon voiced concerns about Anthropic AI models before US crackdown, source says
The US government ordered AI firm Anthropic to halt its advanced AI models worldwide. This action followed concerns about potential misuse for cybersecurity vulnerabilities. Amazon CEO Andy Jassy reportedly raised security risks to Trump administration officials. Anthropic stated the government cited a method to bypass safeguards. The company complied with the national security order, disabling access globally.
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Anthropic’s Fable 5 takedown triggers India Inc push for AI self-reliance
A US directive suspending access to Anthropic's AI models has spurred India Inc's push for self-reliance in AI infrastructure. Technology leaders are calling for domestic R&D, open-source models, and semiconductor design to ensure national sovereignty and avoid dependence on external platforms. This move is seen as a wake-up call for localized AI systems.
US orders shutdown of Anthropic’s Fable 5, Mythos 5 over security concerns
The US government has ordered Anthropic to halt access for foreign nationals to its Fable 5 and Mythos 5 artificial intelligence models. This directive stems from national security concerns. Anthropic believes there may be a misunderstanding and is working to restore access. Other Anthropic models remain unaffected by this order.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analysts
We are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all over again. Such back and forth will likely only continue in the near future. The worry is that this conflict in the Gulf will not be resolved soon and, much like the Russia-Ukraine war, will just continue without a clear outcome for either side.
Hormuz oil traffic rebounds as Gulf exporters find workarounds: Report
Oil shipments through the Strait of Hormuz are increasing for non-Iranian producers. This surge occurs despite ongoing tensions between Washington and Tehran. Iranian oil exports have significantly decreased. This situation impacts global oil prices. Traders are closely watching future transits. The US continues actions against vessels approaching Iranian ports.
Europe is finally, slowly getting its act together
Europe stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global footprint. By strategically pushing for the expansion of major banks, tech giants, and defense sectors, the European Union is determined to avoid the pitfalls of a second-tier economy.
China's control over indium phosphide exports threatens AI data centre rollout
Anderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in manufacturing high-speed optical chips for AI data centres, said three sources familiar with the matter.
Deeptech startup Ethereal Machines raises $28.5 million from Avataar Ventures, Peak XV, others
Deeptech startup Ethereal Machines secured $28.5 million in funding. This capital will fuel the construction of a large manufacturing facility near Bengaluru. The company will also develop India's first indigenous CNC controller. Expansion of its AI-driven software platform is also planned. New teams will be established in the US and Europe.
Meta-Reliance AI hub; SAP CEO on India's AI edge
Meta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
To win the deep-tech race, India needs ‘General Innovation Rules’
India is launching ambitious science initiatives. However, current financial rules designed for conventional procurement hinder R&D. A new 'General Innovation Rules' regime is proposed. This will adopt a portfolio approach for high-risk research. It will redefine public benefit to include private actors. Milestone-based disbursements and multi-year commitments will be key. This aims to boost India's deep-tech R&D race.
Chinese production continues despite tech transfer curbs
Chinese electronics companies are pushing ahead with their India expansion. Brands like Hisense, Haier, and Oppo are increasing local manufacturing and exports. Contract manufacturers report no policy changes affecting overseas investments. Hisense is becoming more ambitious in India, expanding its product range. Haier plans a new manufacturing plant.
Taiwan weighs stricter export controls on AI chip sales to China
Taiwan is tightening the reins on AI chip sales to China, aligning its regulations with those of the United States. This strategic maneuver aims to block the export of cutting-edge technologies, particularly AI servers powered by Nvidia chips, from Taiwan to its neighbor. With this heightened oversight, authorities are gearing up to prevent any potential technology leaks.
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas units
This comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chips such as those made by Nvidia to subsidiaries of Chinese companies located outside China. That potential loophole arose last year when the Trump administration announced it would not enforce rules put in place by the previous Biden administration governing global access to US chips.
More oil escapes Hormuz, keeping traders guessing
Iran war: Tankers are using stealth to exit the Strait of Hormuz, freeing oil trapped in the Gulf. The practice of ships going dark is widespread. This makes it harder to gauge market flows. Oil on water in the Gulf has dropped. This shows outflows are inching higher. The market may not return to normal.
IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet Chadha
Market expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific opportunities. He highlights stronger growth visibility in energy, defence, healthcare, and capital market plays, while suggesting midcap IT firms are better positioned for AI monetization.
View: US-India relations need more than Trump calls and warm words
Marco Rubio's visit aimed to mend US-India ties, emphasizing strategic importance amid political challenges. While progress was noted in areas like underwater domain awareness, key agreements remain elusive. The focus is now on securing critical minerals and building trusted networks to counter China's influence.
PM Modi’s high stakes push for sovereign AI faces reality check
India is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation faces significant challenges including underinvestment in computing power and a late start in advanced AI model development. This ambition is crucial for technological independence as global powers leverage AI for geopolitical advantage.
FootballGPT: AI unearths football talent beyond scouts' radar
Young footballers are now getting a chance at professional careers thanks to artificial intelligence. Apps allow players to upload videos of their skills. AI analyzes these videos and sends the data to scouts. This technology is helping players like Leo Veiga from Brazil get noticed by Italian clubs. It is also boosting women's football recruitment.
Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to China
Arm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI because of their widespread use and as it would be difficult to only block AI CPUs.
The Iran war is pushing the global gas trade into the shadows
As the Strait of Hormuz remains under Iranian control amid the ongoing West Asia conflict, Qatar has quietly resumed some LNG exports by adopting tactics more commonly associated with the oil industry's “shadow fleet.” LNG carriers are increasingly switching off transponders, travelling in pairs, and making “dark transits” through the chokepoint to reduce the risk of attacks and avoid attracting attention.
India and US push deeper AI and chip ties as firms eye access to next-generation technologies
A new chapter in Indo-American relations is unfolding as India and the US deepen their partnership in artificial intelligence and semiconductor industries. This initiative encourages cross-border business collaboration, designed to bolster technological integration and attract crucial investments. Conversations have highlighted the importance of funding strategies, establishing robust AI infrastructure, and improving access to computing capabilities.
In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz
AMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucial AI chip market. While Nvidia's market share has dropped significantly, AMD holds a smaller but more diversified presence. Both companies are investing in Taiwan. Su's engagement included meetings with Chinese officials, signaling continued cooperation.
In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz
AMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their differing strategies reflect the complex AI chip market in China. AMD offers a broader product range, while Nvidia faces significant export control challenges. Both companies are making investments in Taiwan, home to TSMC, the world's largest chip manufacturer.
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