📈 Nvidia’s New AI Rival

Today’s Highlights:

• 💸 Perplexity launches Comet Plus revenue-share program

• 🍏 Apple’s Siri could soon run apps by voice alone

• ☁️ Google bets big on virginia with $9B AI push

• ⚖️ OpenAI demands Meta reveal Musk deal talks

• 🚨 Meta snags Apple’s AI cloud leader

• 🔊 Google’s Gemini smart speaker may be incoming

• 🎙️ Turn notes into beautiful PDFs with ReadyBase

• 🛠️ AI tool of the day

• 📰 Latest AI + tech stories you can’t miss

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LATEST AI NEWS

PERPLEXITY

💸 Perplexity Launches Comet Plus Revenue-Share Program

Perplexity AI is rolling out Comet Plus, a subscription-based plan that gives publishers real compensation for their content. Starting this fall, media partners will receive a share of the revenue generated whenever their work powers AI responses.

The Details:

• A $42.5M fund has been earmarked for publisher payments from Comet Plus subscription revenue. 

• Publishers earn 80% of revenue generated by Comet Plus, even from bundled premium tiers. 

• Revenue is shared based on three traffic types: human visits, search citations, and AI agent usage. 

• Comet Plus costs $5/month and is included in Pro and Max tiers. 

• The rollout responds to rising legal pressure from publishers amid ongoing copyright lawsuits. 

Why it matters:

Perplexity’s Comet Plus is more than a business pivot—it’s a potential model for fair value exchange between AI platforms and journalistic creators. By compensating writers for all forms of use—not just clicks—it could shape the next generation of AI-content economics.

CAMBRICON

🇨🇳 Cambricon’s $402M Surge Signals Nvidia’s Growing China Rival

China’s top AI chipmaker, Cambricon, just posted a 4,000% YoY revenue spike, signaling that local firms are gaining serious ground against Nvidia amid U.S. tech restrictions.

The Details:

• Cambricon’s H1 revenue hit $402.7M, with net profit at a record $142M, as Chinese firms seek Nvidia alternatives

• Nvidia still dominates, making $44B in a single quarter, but U.S. curbs have throttled its sales of AI chips to China

• Cambricon’s market cap has doubled to $80B, driven by surging demand and investor confidence

• China is discouraging Nvidia chip imports, pushing giants like Alibaba and Baidu toward domestic players

• Cambricon says it’s now improving both software stacks and next-gen hardware, though it still trails Nvidia’s ecosystem

Why it matters:

China is fueling a homegrown AI chip race, and Cambricon’s growth shows real momentum. While U.S. export controls are slowing Nvidia’s grip, China’s alternatives are gaining scale — fast. Cambricon may not be a full match yet, but it’s becoming impossible to ignore.

ALPHABET

☁️ Google Bets Big on Virginia with $9B AI Push

Alphabet is making a major AI push with a $9 billion investment in Virginia by 2026 — boosting data centers, cloud infrastructure, and AI education initiatives across the state.

The Details:

• $9B for Cloud + AI Centers – New data center in Chesterfield County, expansions in Loudoun and Prince William counties

• $1B for AI Training – Free AI Pro access for all Virginia college students + career programs for locals

• Meta Deal – A $10B agreement to run Meta’s AI models (like Llama) on Google Cloud

• Oracle Partnership – Google’s Gemini AI models to be integrated into Oracle’s cloud infrastructure

• Education Boost – Google teams up with Virginia colleges for AI job readiness programs

Why it matters: 

This isn’t just data center expansion — it’s an aggressive strategy to outpace AWS and become the go-to cloud for AI. With strategic partners, education support, and multi-billion bets, Google is positioning Virginia as its AI stronghold.

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AI & TECH NEWS

🔥 Apple Might Give Siri a Google Brain

Apple is in talks to power Siri with a custom Gemini AI model from Google for 2026 iPhones. Google’s already training the model, while Apple keeps user data local. It’s a major shift as Apple races to catch up in the AI assistant wars.

🚨 Meta Snags Apple’s AI Cloud Leader

Meta just hired Apple’s cloud AI lead Frank Chu—its sixth Apple AI hire in 7 weeks. Despite a hiring freeze, Meta made room in its Superintelligence Labs, while Apple faces rising morale risks and brain drain that could stall future innovation.

⚖️ OpenAI Demands Meta Reveal Musk Deal Talks

OpenAI asked a court to force Meta to disclose any coordination with Elon Musk and xAI around his $97B bid. It claims messages show Musk and Zuckerberg discussed financing. Meta pushed back, but the case could expose behind-the-scenes moves to reshape AI power.

🎓 Anthropic Pushes Claude Into Classrooms

Anthropic launched an AI education board led by ex-Yale president Rick Levin and released free Claude-powered courses for schools. The goal: structured, safe AI adoption with built-in teaching tools—offering educators ready-to-use content and clearer policies.

🔊 Google’s Gemini Smart Speaker May Be Incoming

Leaked images hint at a new Gemini-powered smart speaker with voice upgrades, spatial TV audio, and Matter support. Swapping Google Assistant for Gemini, the device could turn smart speakers into full-blown multimedia hubs—set to launch this fall.

AI TUTORIAL

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