TL;DR

OpenAI open-sources models, U.S. imposes 100% chip tariff, Nvidia faces China probe, GPT-5 launch set.

Highlights

• OpenAI released open-weight language models gpt-oss-120b and gpt-oss-20b under Apache 2.0; weights are available on Hugging Face and AWS Bedrock, with Orange and Snowflake as early testers 1.
• OpenAI is organizing a secondary share sale that could value the company at $500B; a GPT-5 livestream is scheduled as ChatGPT approaches 700M weekly active users 12.
• President Trump announced a 100% tariff on imported semiconductors, exempting U.S.-committed manufacturers; Apple pledged an additional $100B investment in U.S. operations 3.
• Nvidia CEO Jensen Huang met with Trump to seek tariff exemptions for Taiwan-built AI chips; Nvidia faces a cybersecurity probe in China over its H20 AI chip and ongoing U.S. export restrictions 45.
• Chinese authorities are investigating Nvidia’s H20 chip for alleged security risks; over $1B in banned Nvidia GPUs were reportedly smuggled into China despite U.S. restrictions 5.
• OpenAI disabled ChatGPT share links after nearly 100,000 user chats were indexed by Google, exposing sensitive data 6.
• Universal Pictures added legal warnings against AI training in film credits as copyright disputes with AI firms escalate globally 7.
• Researchers demonstrated an indirect prompt injection attack on Google Gemini AI, hijacking smart home devices; Google has since patched the vulnerabilities 8.
• Google ’s Gemini-powered coding agent Jules is now generally available with a free tier; Google also pledged $1B for U.S. university AI training and launched Gemini Guided Learning 910.
• XtalPi and DoveTree announced a $6B AI drug discovery partnership; Chai Discovery raised $70M to advance AI-driven antibody design 1113.
• Apple lost about a dozen senior AI scientists to rivals including OpenAI, Meta, xAI, and Cohere, reflecting increased competition for AI talent 12.
• NHTSA granted Amazon’s Zoox an exemption to operate robotaxis on public roads, closing a major safety probe 14.
• xAI’s Grok 4 defeated Google Gemini 2.5 Pro in Kaggle’s AI chess tournament, with Kaggle launching Game Arena as a new public AI benchmarking platform 15.

Commentary

OpenAI’s release of open-weight language models under Apache 2.0 marks a significant shift in its approach, opening access to models competitive with its proprietary systems 1. Early distribution through Hugging Face and AWS Bedrock, and partnerships with enterprise testers like Orange and Snowflake, signal a direct response to competition from Chinese open-weight models and developer demand for transparency 1. The move is also likely intended to align with U.S. policymakers’ calls for more transparent domestic AI stacks 1. Meanwhile, OpenAI’s planned $500B valuation via a secondary share sale and the upcoming GPT-5 launch highlight the company’s continued dominance and rapid user growth, with ChatGPT nearing 700M weekly active users 12.

Chip supply chain issues remain front and center. The U.S. administration’s announced 100% tariff on imported semiconductors, with carve-outs for domestic manufacturing, is set to reshape sourcing strategies for AI hardware 3. Apple ’s $100B U.S. investment and Nvidia ’s lobbying efforts to exempt its Taiwan-built AI chips underscore the high stakes 34. Simultaneously, Nvidia faces regulatory scrutiny on both sides: a Chinese cybersecurity probe into its H20 chip and reports of large-scale GPU smuggling into China, despite ongoing U.S. export controls 5. These developments highlight persistent geopolitical risk and potential cost volatility for AI infrastructure 345.

Security and privacy incidents continue to surface as adoption scales. OpenAI’s disabling of ChatGPT share links after a large data exposure 6, and prompt injection attacks demonstrated against Google Gemini AI 8, reinforce the need for privacy-by-default and robust security in AI products. Google’s rapid patching of vulnerabilities and its continued rollout of Gemini-powered tools—such as the Jules coding agent 9 and Guided Learning 10—reflect both the opportunities and operational risks as AI becomes more deeply embedded in enterprise and educational workflows.

On the application and talent front, AI-driven biotech saw major deal activity, with XtalPi-DoveTree’s $6B partnership 11 and Chai Discovery’s $70M raise 13, further cementing AI’s role in drug discovery. The loss of senior AI scientists from Apple to rivals like OpenAI, Meta, and xAI illustrates the ongoing battle for top talent, which remains a key constraint for all major players 12. Regulatory progress was also made, with Amazon ’s Zoox securing NHTSA approval for public robotaxi demos 14, and Kaggle’s Game Arena providing new public benchmarks for AI models 15.