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- 🖥️ Nvidia ships “lite” H20 GPUs to China | 🤖 OpenAI poaches Instacart’s Simo | 🔍 Google & Apple spar over AI eating search
🖥️ Nvidia ships “lite” H20 GPUs to China | 🤖 OpenAI poaches Instacart’s Simo | 🔍 Google & Apple spar over AI eating search
Slimmed-down silicon, a heavyweight AI hire, and a fresh clash for your queries—Friday’s algorithmic soap opera.
Sascha Thiele
May 09, 2025
In partnership with
🔥 Warm-Up
Welcome back, you bandwidth-gobbling legend. Sony finally set a date to pump even smarter silence into your ears. Nvidia’s making a “lite” AI chip so it can still sell silicon in Shanghai. Google and Apple are squabbling about whether AI is sinking search traffic. OpenAI just hired Instacart’s boss to run its cash-making apps empire. And influencers now have a therapist line for when the comments hit harder than espresso.
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💹 Market sentiment
Global equities woke up spicy after Washington and London inked a face-saving mini-trade pact, nudging tech-heavy indices in Japan (+1.7 %) and Taiwan (+1.8 %) higher. Risk appetite ticked up, but investors are still toggling between defensive staples and go-go growth as U.S. tariff drama keeps volatility on speed-dial. Bitcoin sprinted past $103 k as ETF inflows piled on, while oil inched above $60—handy context with next week’s U.S. CPI lurking. Keep an eye on whether fresh-out-the-oven earnings can justify stretched multiples, or if the rally runs out of RAM.
🚀 Today in Tech
NVIDIA DOWNSHIFTS H20 SO CHINA CAN STILL BUY IT
Source: https://www.reuters.com/world/china/nvidia-modifies-h20-chip-china-overcome-us-export-controls-sources-say-2025-05-09/
TL;DR: To dodge tighter U.S. export curbs, Nvidia will ship a memory-trimmed H20 AI chip to Chinese cloud giants by July. The cut-down silicon skirts performance thresholds that now need a license, preserving access to a market that fed 13 % of Nvidia’s revenue. Tencent, Alibaba, and ByteDance reportedly have $18 billion in orders queued, so expect plenty of “off-menu” AI capacity tweaks.
SONY TEASES WH-1000XM6 LAUNCH FOR MAY 15
Source: https://www.theverge.com/news/664042/sony-confirms-wh-1000xm6-launch-date
TL;DR: After a leaky Thursday, Sony made it official: its flagship noise-cancelers debut next Wednesday at noon ET. Expect smarter head-tracking audio, longer battery life, and a slimmer headband—because your skull apparently waits for the annual diet season too. If Sony adds one more letter to that product name, the box will need panoramic mode (hey, they can always call it the WH-1000-dad-joke-M6).
OPENAI NABS INSTACART CEO SIMO TO RUN “APPLICATIONS”
Source: https://www.axios.com/2025/05/08/openai-fidji-simo-instacart-sam-altman
TL;DR: Simo becomes “CEO of Applications,” steering consumer and ad-driven products while Sam Altman focuses on research and, well, super-intelligence existential dread. The hire signals a bigger push into revenue-rich ad tech as OpenAI eyes IPO-grade growth. Two public-company CEOs have now jumped ship to the ChatGPT mothership—expect fresh product lanes (and maybe a grocery-ordering GPT) soon.
GOOGLE SHRUGS OFF APPLE CLAIM THAT AI IS KILLING SEARCH
Source: https://arstechnica.com/gadgets/2025/05/google-dismisses-apple-execs-claim-that-search-volume-is-falling/
TL;DR: Eddie Cue told developers that Gen-AI chatbots are siphoning queries; Google fired back, saying search volume is “robust” and citing growing ad spend. Mountain View hinted that Apple’s own Spotlight data may be skewed, and reiterated plans to fold more generative answers into traditional results. Translation: the search wars are heating up before iOS 19 even ships.
INFLUENCER BURNOUT GETS ITS OWN THERAPY STARTUP
Source: https://www.wired.com/story/influencer-burnout-mental-health-service-creativecare/
TL;DR: New tele-health venture CreatorCare launches today, offering sliding-scale counseling for creators fried by algorithmic hustle. Sessions range from €55–€165 and target issues like dopamine addiction, harassment, and the “post every day or vanish” grind. With MrBeast publicly admitting success beats self-care, expect the creator-economy mental-health niche to scale faster than the next TikTok dance.
🎲 Link Grab-Bag
Source: https://news.ycombinator.com/item?id=43859446 — Hacker News thread celebrates Redis going fully open-source again after license drama.
Source: https://techcrunch.com/2025/05/07/figma-releases-new-ai-powered-tools-for-creating-sites-app-prototypes-and-marketing-assets/ — Figma’s new AI whips up entire sites from a prompt—no dev tears required.
Source: https://9to5google.com/2025/05/04/google-messages-features/ — Google Messages starts rolling out “Delete for everyone” in beefy RCS group chats.
Source: https://spectrum.ieee.org/computer-memory-ai — Kove’s software-defined memory pools RAM across servers to slash AI latency and energy.
Source: https://boingboing.net/2025/05/08/latest-idiotic-social-media-trend-has-kids-setting-their-laptops-on-fire.html — Viral TikTok challenge has students torching Chromebooks for likes; schools are unimpressed.
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