This week on our show, the hosts discuss the Nvidia-Anthropic conflict over China AI restrictions and the potential impact of a Google antitrust decision on AI. They explore Big Tech's diverging paths, with AI boosting some companies while others face tariff challenges, and highlight the importance of orchestration for enterprise AI. The Stanford AI Index and human rights in AI data work are also examined. Moving to earlier news, they review Microsoft's Phi language models. Discussion then covers NotebookLM's expanded language support and a summary of Meta's LlamaCon announcements. Finally, they touch on Huawei's efforts to compete with Nvidia in AI chips.

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