Meta Will Resume AI Training on Public Content; Meta Antitrust Trial; Nvidia To Start Chipmaking in Arizona and Texas; Tariffs-On Again, Off Again-Apple Increases Non-China Production

Meta announced today that they will start using publicly available content from European users to train its AI models…something it paused last year after an outcry about data privacy. The training will be on public posts and content shared by adult users in the European Union. Meta says it will not use private messages, but noted to the EU regulators that it will be doing nothing different from Google and OpenAI. The social giant said it will begin notifying users in the EU about the training…and will include a link to a form where they can object at any time. Meta says “We’ll honor all objection forms.”

In other Meta news, the big antitrust case the FTC has brought against Meta is under the gavel in Washington, D.C. According to NPR, it comes after a 6 year investigation over whether the social media giant broke competition laws when it acquired Instagram and WhatsApp. It would put quite a dent in the $1.4 trillion dollar ad business, if the government prevails and makes Meta spin off those series into separate companies. It is being compared as a corporate breakup to the one that the government forced on AT&T some 40 years ago. The trial before Judge Boasberg is expected to last up to 8 weeks. Meta is expected to present a vigorous defense. 

Nvidia has announced it has commissioned over a million square feet of space to build and test AI chips in Arizona and Texas. Techcrunch.com says production of its Blackwell chips has already started at TSMC’s plants in Phoenix, and Nvidia is building ‘supercomputer’ manufacturing plants in Texas…partnered with Foxconn in Houston and Wistron in Dallas. Mass production should ramp up in the next 12-15 months, and within 4 years, Nvidia is aiming to make as much as a half trillion dollars worth of AI infrastructure in the US. The plants in Arizona were started by the Chips Act under the Biden Administration. 

Another roller coaster on tariffs over the weekend. First, a cave, exempting smartphones, and computers, and processors from the 145% tariff on Chinese imports. After that, it was just a temporary pause on SundayThen, yesterday, 9to5google.com, among many others, reports that Trump flip-flopped again, and said no exemptions. This is playing havoc with tech companies. Apple, for one, began ramping up production in India, and now makes 20% of iPhones there. They also increased production in Vietnam and Thailand. Look for other electronics makers other than do likewise to avoid the ridiculous tariffs Trump is trying to impose on China. For its part, China is not caving, and is putting on matching tariffs on imports from the US.

I’m Clark Reid and you’re ‘Technified’ for now. 


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