- Intel — The US government is reportedly considering taking an equity stake in Intel to shore up domestic chipmaking, sending shares higher and underscoring national-security priorities in the AI race; Bloomberg first reported the talks on 14–15 Aug.
- Nvidia & AMD — In a highly unusual trade-off, both chipmakers have agreed to share 15% of revenue from certain China AI-chip sales with the US government, highlighting how export policy is reshaping AI supply chains.
- OpenAI — One week on from its headline model, OpenAI launched GPT-5 (7 Aug), pitching better reasoning and efficiency as customers push for tangible ROI from GenAI deployments.
- Apple — Fresh reporting suggests Apple’s next wave of “Apple Intelligence” features—App Intents and a more capable Siri—are on track for a spring rollout, tightening the hardware-software loop for on-device AI; Bloomberg’s Gurman reported details this week (10 Aug).
- Meta — The talent land-grab continues as Meta’s superintelligence group deepens its bench with high-profile researchers formerly at OpenAI—momentum that was highlighted in recent weeks and remains a competitive signal for foundational model R&D.
- Policy & Regulation (UK) — With more Online Safety Act duties phasing in by Summer 2025, platforms face tighter compliance on AI-mediated content and safety—government guidance has outlined the obligations that will shape product roadmaps and moderation tooling.
Made for operators: brief, linked, and biasing toward news that changes decisions, budgets, and timelines.
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Paul Foster
PAFoster.com