Nvidia-Google Battle for Chip Dominance Heats Up | Bloomberg Tech 11/25/2025

Meta has announced the closure of several virtual reality studios, including three key developers for its Quest 3 platform, as part of significant budget cuts to its metaverse division. This decision reflects a strategic shift in the company's focus amid ongoing financial reassessments.

President Trump has imposed limited tariffs on foreign semiconductors, allowing him to take a cut of Nvidia's chip sales to China while delaying a decision on higher taxes for the chip industry, which heavily relies on overseas materials.

Twenty-eight advocacy groups have urged Apple and Google to ban the platforms Grok and X due to their involvement in nonconsensual deepfake content, highlighting growing concerns over digital privacy and consent.

The U.S. Commerce Department has eased restrictions, allowing Nvidia to sell its H200 AI chips to approved customers in China, following a significant policy shift initiated by the Trump administration that lifted a previous export ban due to national security concerns. This decision marks a pivotal moment for Nvidia as it re-enters a crucial market after extensive lobbying efforts.

Z.ai's open-source GLM-Image has outperformed Google's Nano Banana Pro in complex text rendering, showcasing its capabilities in generating intricate, text-heavy graphics, although it falls short in aesthetic quality. This development highlights the competitive landscape of AI image generation technologies.

Meta is laying off over 1,000 employees from its Reality Labs division, which focuses on virtual and augmented reality, as part of a broader strategy to cut costs and refocus its efforts. This decision follows the closure of three VR studios, indicating a significant shift in the company's approach to its metaverse ambitions.

The United States has imposed a 25% tariff on imports of certain advanced semiconductors, a move linked to an agreement allowing Nvidia Corp. to export its H200 artificial intelligence processors manufactured in Taiwan to China. This decision was endorsed by President Donald Trump, marking a significant shift in U.S. technology export policy.

Apple has announced its decision to integrate Google's Gemini technology to enhance its Siri AI, marking a significant shift in the company's approach to voice assistant capabilities. This collaboration is seen as a temporary solution while Apple develops its own AI model.