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🧠 AI and Machine Learning

The Generative AI Boom Could Fuel a New International Arms Race (3 minute read)
Governments worldwide are eagerly embracing the transformative potential of algorithms, which have breathed life into ChatGPT and promise substantial economic benefits. However, recent reports have raised concerns about a potential AI arms race among nations as they rush to harness this technology for the darker art of misinformation. RAND, a non-profit think tank advising the US government, has highlighted instances where a Chinese military researcher has openly discussed how generative AI could be utilized in information campaigns. While there is currently no concrete evidence of such activities, experts like William Marcellino from RAND are apprehensive about the possibility of influence campaigns gaining unprecedented scale and potency through the use of advanced language models.

TSMC: Shortage of Nvidia's AI GPUs to Persist for 1.5 Years (2 minute read)
The chairman of TSMC has acknowledged that the persistent shortage of compute GPUs for AI and high-performance computing stems from limitations in their chip-on-wafer-on-substrate (CoWoS) packaging capacity. This supply challenge is expected to endure for approximately 18 months due to the surging demand for generative AI applications and the gradual expansion of CoWoS capacity at TSMC. Mark Liu, TSMC's chairman, noted, "It is not the shortage of AI chips, it is the shortage of our CoWoS capacity," emphasizing their commitment to supporting around 80% of their customers' needs despite the current constraints. TSMC plays a pivotal role in producing AI processors, including Nvidia's A100 and H100 compute GPUs, vital components in AI tools like ChatGPT and widely utilized in AI data centers. These processors, like offerings from AMD, AWS, and Google, rely on HBM memory crucial for high bandwidth and the proper functioning of extensive AI language models, further intensifying demands on TSMC's advanced packaging capabilities.

California Governor's Team Turns To ChatGPT For Speech, And It Outperformed His Staff Writers (3 minute read)
California Governor Gavin Newsom's team sought assistance from OpenAI's AI-powered chatbot, ChatGPT, for speechwriting, and the outcome surpassed the efforts of his human staff. In a conversation with Bloomberg, Governor Newsom acknowledged ChatGPT's exceptional performance, stating, "It wrote a better State of the State than we did," highlighting the AI's capacity to offer unique perspectives and insights. While the content generated by ChatGPT was in the governor's voice, it was used with caution and not verbatim. When asked about the potential impact of AI and convincing deepfakes on the upcoming presidential election, he mused that this might be the last truly 'fair and free' election in our lifetime, alluding to discussions with credible individuals.

💼 Business

Microsoft says it will take the heat if Copilot AI commercial users get sued (2 minute read)
Microsoft is making a reassuring promise to its customers by offering to shoulder legal responsibility if they find themselves facing copyright infringement lawsuits while utilizing the company's AI Copilot services. In a blog post introducing the Copilot Copyright Commitment initiative, Microsoft's chief legal officer, Brad Smith, emphasized the company's commitment to absorbing any potential legal challenges, particularly as copyright holders increasingly scrutinize how AI companies handle protected content. This policy extension aligns with Microsoft's broader AI customer commitments outlined earlier this year. The decision is grounded in three key factors: Microsoft's desire to support its customers, its acknowledgment of copyright holders' concerns, and its implementation of safeguards to prevent any inadvertent infringement on copyrighted material.

Google Delivers A Flurry Of Generative AI Announcements At Google Cloud Next 2023 (4 minute read)
Google Cloud Next 2023, held in San Francisco last week, showcased Google's energetic response to the growing influence of generative AI. The event brought forth a slew of services and enhancements set to benefit enterprise teams and developers, with some already available for use. Among the major unveilings was Duet AI for Google Workspace, Google's counterpart to Microsoft 365 Copilot, which has gained substantial attention this year. Much like Copilot, Duet AI is geared towards boosting enterprise productivity. For example, within Google Meet, users can employ Duet AI's "attend for me" feature, allowing the AI to attend meetings, share essential messages, take notes, and generate action items. Even if you join a meeting late, you can request a "summary so far" to catch up. Similar to 365 Copilot, Duet AI extends its capabilities to crafting summaries across Google Workspace, including Gmail and Drive, while also aiding in email and chat content creation. For the average enterprise worker, Duet AI promises to enhance productivity.

❓ Misc

UK’s AI ecosystem to hit £2.4T by 2027, third in global race (2 minute read)
The UK's AI sector, as projected by the Global AI Ecosystem knowledge platform, is set to surge from £1.36 trillion ($1.7 trillion) to £2.4 trillion ($3 trillion) by 2027, solidifying its position as Europe's AI leader and ranking third globally, after the US and China. AiiA's Global AI Economy Size Assessment highlights the sector's rapid expansion, with over 8,900 companies contributing £1.36 trillion to the national GDP. London, Cambridge, Manchester, and Edinburgh serve as prominent AI hubs, with London alone boasting nearly 5,000 AI companies, cementing the UK's European leadership.

C3.ai Tumbles On Earnings As Analyst Sees No 'Meaningful AI Tailwinds' (3 minute read)
C3.ai faced a dip in its stock shares on Thursday as the software company adjusted its profitability timeline, stepping back from its goal to achieve adjusted profitability by the fourth quarter of this fiscal year, citing increased investments in artificial intelligence. AI stock ended the trading day with a more than 12% decline. In the July quarter, C3.ai reported a loss of 9 cents per share on an adjusted basis, an improvement from a 12-cent loss the previous year, with revenue climbing 11% to $72.36 million—beating Wall Street estimates, which predicted a loss of 17 cents per share on revenue of $71.6 million. However, the gross margin, at 68.6%, fell short of analyst expectations of 73.1%, reflecting ongoing investments in AI. The company now anticipates an operating loss of $100 million in fiscal 2024, up from the previously estimated $70 million.

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