Photo by Steve Johnson on Unsplash

ChatGPT Go 

ChatGPT recently announced the addition of a feature called ChatGPT Go. The company stated that it has been working to make “powerful AI accessible to everyone through our free product and low-cost subscription tier, ChatGPT Go, which has launched in 171 countries since August."

Additionally, the company added that it is "bringing Go to the U.S. and everywhere ChatGPT is available, giving people expanded access to messaging, image creation, file uploads and memory for $8/month. In the coming weeks, we’re also planning to start testing ads in the U.S. for the free and Go tiers, so more people can benefit from our tools with fewer usage limits or without having to pay. Plus, Pro, Business, and Enterprise subscriptions will not include ads.”

Nvidia China Approvals 

Tight DRAM supplies are expected to limit U.S. export licenses for Nvidia (NVDA) to sell its H200 AI processors to China under new Commerce Department rules, according to the top Republican on the House China committee, Bloomberg’s Maggie Eastland reported.

The rules require exporters to certify that China shipments will not worsen U.S. market shortages, making memory constraints an immediate challenge. In a letter to Commerce Secretary Howard Lutnick, Representative John Moolenaar wrote that “Due to severe supply constraints, chips equipped with HMB3E bound for China represent an opportunity cost when it comes to HMB3E that could otherwise be utilized by American customers.”

A spokesperson for Nvidia said the company regularly manages its “supply chain and can serve all approved H200 orders without impacting other products or customers.”

Gemini Deal

Apple’s (AAPL) Gemini deal has been identified as a cloud contract where it pays Google (GOOGL) several billion dollars over time, The Financial Times’ Michael Acton, Stephen Morris, and George Hammond reported. A source close to OpenAI said that the company declined to be Apple’s custom model provider and instead shifted its focus to building its own AI device.

Funding Round

Replit, an artificial intelligence coding startup, has been in advanced discussions to raise about $400 million in a new round of funding that would roughly triple its valuation to $9 billion, including the money raised, people familiar with the matter told Bloomberg‘s Shirin Ghaffary, Paula Sambo, and Natasha Mascarenhas.

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