Good morning, business and tech friends!

In the news

1. 🎮 Nvidia / $NVDA ( ▲ 0.93% )  

2. 🛒 Amazon / $AMZN ( ▼ 0.38% )  

3. 🤖 OpenAI (Private)

4. 📱 Robinhood / $HOOD ( ▼ 1.73% )  

5. 🧠 Anthropic (Private)

Trending

Blackwell Chips

Nvidia's latest AI accelerator architecture offering significant performance and efficiency improvements over previous generations. For example, the technology enables double the data transfer speeds (1.8 TB/second) while consuming 25x less energy, resulting in estimated $1.3M annual savings per deployment for customers.

APY (Annual Percentage Yield)

The real rate of return earned on an investment, taking into account the effect of compounding interest. For example, Robinhood's new banking service offers a 4% APY, meaning a $10,000 deposit would earn approximately $400 in interest after one year if rates remain constant.

USMCA (United States-Mexico-Canada Agreement)

Trade agreement between North America's three largest economies that replaced NAFTA, providing special exceptions to certain tariffs and trade restrictions. For example, vehicles manufactured in Mexico or Canada will be exempt from the upcoming 25% import tariff that will apply to automobiles from other countries.

🎨 OpenAI's latest GPT-4o update is turning everyday photos into Studio Ghibli masterpieces with unexpected popularity. VentureBeat, 5 min read

• Feature overwhelmed by demand.
• Paying users ($20/month) get priority access.
• Free tier experiences longer wait times.
• Sam Altman admits underestimating popularity.

💸 Robinhood is evolving beyond stock trading into comprehensive financial services. The Verge, 6 min read

• 4% APY on deposits (competitive rate).
• FDIC insurance up to $2.5 million.
• "Cortex" AI advisor coming later this year.
• Gold membership ($5/month) required for top features.

💰 Nvidia's Blackwell chips are reshaping the AI hardware landscape with breakthrough performance metrics. Seeking Alpha, 5 min read

• 1.8 TB/second transfer speeds (double previous gen).
• 25x less energy consumption.
• $1.3M annual customer savings per deployment.
• DeepSeek's R1 models triggered 21.8% NVDA drop.

🚀 Amazon doubled its profit margins to 9.3% while aggressively investing in AI infrastructure. Seeking Alpha, 4 min read

• Capital spending jumped from $48B to $78B.
• Primarily for AWS data centers and AI chips.
• 16% stock drop from recent high.
• History suggests 21% average rebound.

🚗 Imported vehicles will face a steep 25% tariff starting next year as part of America's manufacturing protection strategy. The White House, 6 min read

• Effective April 3, 2025 for vehicles.
• May 3, 2025 for auto parts.
• USMCA vehicles (Mexico/Canada) get special exception.
• Half of US vehicles currently come from abroad.

🎵 Anthropic scored a significant legal victory against record labels seeking to block AI models from using song lyrics. WSJ, 7 min read

• California judge denied injunction request.
• Labels couldn't prove financial harm.
• Anthropic added guardrails against direct copying.
• Creates potential "fair use" precedent for AI.

🤖 America's robotics industry leaders are sounding the alarm about China's massive investments in automation. AP News, 8 min read

• China has 1.8M industrial robots operating.
• Has dedicated $138B investment fund.
• US CEOs want federal robotics office.
• Plus tax incentives and training programs.

Use ChatGPT to quickly compare Nvidia's AI chips vs competitors, saving big on tech costs.

Prompt:
"Compare Nvidia Blackwell vs alternatives for $500K budget, considering 25x energy savings."

Optimize your finances using ChatGPT to spot the best high-yield savings.

Prompt:
"Compare Robinhood’s 4% APY vs 3 competitors for $50K over 3 years after fees."

Prepare for the 25% car import tariff by identifying domestic auto investment opportunities.

Prompt:
"List US auto companies gaining from 2025 tariffs, including P/E, debt, and capacity."

That’s it for this today!
Stay tuned every weekday for more insights in tech,
the market, and policy.

best,
Keith
Automation Consultant & Engineer
[email protected]