- Google’s AI Drives Web Traffic, Housing Plans Stall, Antitrust Ruling Looms
Google CEO Sundar Pichai says AI’s impact will surpass the internet, with AI Overviews funneling more traffic to websites; Google scales back its 15,000-home Bay Area housing pledge, selling the Middlefield Park plot; DOJ’s 2020 antitrust lawsuit against Google’s search and ad dominance awaits a final ruling in early August. - Silicon Valley VCs Shift to AI Hardware, Google, Meta, Apple Race for Smart Glasses
VCs pivot from AI algorithms to hardware, with Google unveiling real-time translation glasses, Meta planning face-recognizing glasses for 2026, and Apple’s “Orion” AR project targeting 2027; Sequoia and IDG back AI glasses and screenless laptops, with global AI hardware investment hitting $100 billion in 2024. - U.S. Curbs EDA Software Sales to China, Cadence and Synopsys Stocks Dip
The U.S. restricts Cadence, Synopsys, and Siemens EDA from selling chip design software to China to hinder advanced AI chip development; China vows to protect its firms, and affected companies see stock declines. - NVIDIA CEO Bullish on China’s AI, Designs Compliant Chips for Export
Jensen Huang predicts China’s AI market will hit $50 billion, unstoppable by U.S. restrictions; praises DeepSeek and Alibaba’s Qwen as top open-source models; NVIDIA develops export-compliant AI chips for China. - Anthropic’s Revenue Surges Past $3 Billion, Backed by Apple and Databricks
Anthropic’s annualized revenue jumps to $3 billion from $1 billion last year, valued at $61.4 billion; 85% of 2024 revenue from API sales, with Apple integrating Claude Sonnet into Xcode and Databricks signing a $100 million deal. - Baidu Sues Xiaomi for Unfair Competition, Both Post Strong 2024 Results
Baidu’s unfair competition lawsuit against Xiaomi heads to court on June 13; Xiaomi’s 2024 revenue hits 365.906 billion RMB, with 168.5 million smartphones shipped, ranking third globally; Baidu’s Q1 2025 revenue reaches 32.5 billion RMB, with smart cloud up 42%. - Yushu Tech Teases New Robot, Global Robotics Advances Rapidly
Yushu Technology previews a 26-joint robot, promising motion control breakthroughs; Nebraska develops self-healing robot muscles, Korea showcases a parkour bot, and an open-source “self-evolving” AI framework emerges; a robot dog learns badminton via reinforcement learning. - Tesla’s Stock Jumps 22% in May, Musk Pushes FSD and Robotaxi
Tesla’s stock rises over 22% in May as Musk refocuses on operations; Europe and China sales drop, but a limited-time FSD transfer offer launches; Tesla plans Robotaxi debut in Austin on June 12. - Stanford’s AI-Generated CUDA Kernels Outshine PyTorch Baseline
Stanford’s AI-crafted CUDA kernels surpass PyTorch performance, hitting 179.9% on Conv2D and 290.1% on complex tasks; tested on NVIDIA L40S GPUs, optimizations boost efficiency. - Musk Lobbies Congress for AV Laws, Tesla Bets on Cybercabs
Musk pushes for U.S. autonomous vehicle legislation to support Tesla’s June 12 Robotaxi launch; Tesla accelerates FSD testing and seeks approval for steering-wheel-free Cybercabs, advocating for a national AV framework.
Text content has been updated on the WeChat official account: good night coffee GNC.
