Tech, Media & Telecom Roundup: Market Talk

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.

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.

Elon Musk is facing backlash over the misuse of Grok, an AI tool that has been implicated in generating sexualized images, prompting investigations by California's attorney general and a firm stance from the UK government against inappropriate content on social media platforms.

AMD and Nvidia are exploring advanced 3D integration techniques that could revolutionize GPU architecture by stacking high-bandwidth memory (HBM) directly on top of the GPU, potentially addressing significant energy and latency issues in AI computing. This innovation is being studied by Imec, which highlights both the promise and challenges of such technology.

Recent vulnerabilities in Python libraries utilized by leading AI and machine learning tools, including those from Nvidia and Salesforce, have been identified and fixed, prompting experts to advise users to implement patches immediately to mitigate risks.

The Trump administration has enacted new security rules that require Nvidia and its customers to meet specific security requirements before the approval of exports of its advanced H200 AI chips to China. This policy shift effectively lifts previous restrictions that were in place due to national security concerns.

Alphabet has reached a significant milestone by becoming the latest company to achieve a market valuation of $4 trillion, joining Nvidia in this exclusive club, driven by optimism surrounding its expanding artificial intelligence (AI) business.

Publicly traded drug developers raised over $13 billion through share sales in the fourth quarter, marking the highest amount in more than four years. This resurgence indicates a renewed investor interest in the biotech sector, particularly in companies perceived as high-risk.