AI Daily: Nvidia tried Intel’s 18A process, then walked away

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:

CHIPS: While Intel (INTC) is picking up momentum on the deals front, its manufacturing unit has struggled to produce quality in-house chips, according to Reuters, which reports that Nvidia (NVDA) recently tested out whether it would manufacture its chips using Intel’s 18A production process, but stopped moving forward, citing two people familiar with the matter. Nvidia did not answer a request for comment, according to Reuters.

TARIFFS: The Trump administration has concluded a semiconductor trade investigation citing harm from China’s industry dominance but opted to delay new tariffs, setting an initial zero percent rate on Chinese chip exports for at least 18 months, The New York Times’ Ana Swanson reports. The move reflects efforts to preserve a fragile trade truce with China following earlier tariff escalations and retaliatory measures. Publicly traded companies in the space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN).

ADVERTISING: In recent weeks, OpenAI employees have been creating mockups for ChatGPT to be able to show advertising based on user search queries, The Information reports, citing a person who has seen mockups.

AI CHATBOTS: AGCM, the Italian Competition Authority, ordered Meta Platforms (META) to suspend a policy excluding rival AI chatbots from messaging on WhatsApp, Adria Calatayud of The Wall Street Journal reports. The authority believes Meta’s current policy and conduct may harm competition. The company plans to appeal the decision, arguing the emergence of AI chatbots on its programming interface may put a strain on the systems.