Chip rivals Nvidia and Intel team up

PLUS: Meta's new smart glasses, Chrome's Gemini upgrade, and China's move against Nvidia

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Good morning, AI enthusiast.

Two of the biggest names in silicon are joining forces. In a landmark $5 billion deal, Nvidia is investing in Intel to co-develop the next generation of data center and PC chips.

The move provides a critical boost for Intel and a strategic hedge for Nvidia against geopolitical risks. Does this newly-formed U.S. alliance signal a major power shift in the global chip war, creating a formidable front against competitors?

In today’s AI recap:

  • How we built and sold an $1,800 AI automation (watch here)

  • Nvidia and Intel's $5B chip partnership

  • Meta’s new Ray-Ban smart glasses

  • Google Chrome’s major Gemini upgrade

  • China’s ban on Nvidia AI chips

  • 8 trending AI Tools

Nvidia's $5B Intel Lifeline

The Recap: In a landmark deal, Nvidia is investing $5 billion for a stake in Intel, as the two giants announced a collaboration to co-develop next-generation data center and PC chips.

Unpacked:

  • The deal serves as a massive lifeline for Intel, providing a critical financial injection and rehabilitating its brand by linking it directly to the leader in AI hardware.

  • For Nvidia, the partnership is a strategic diversification move, securing deeper access to the x86 ecosystem while hedging against geopolitical risks like the recent China chip ban.

  • The technical collaboration will produce custom Intel x86 CPUs for Nvidia's AI data centers and new PC chips integrating RTX graphics, building on momentum from a recent government investment to bolster domestic production.

Bottom line: This partnership redraws the semiconductor landscape by creating a formidable U.S. alliance that challenges competitors and strengthens domestic chip development. The collaboration points to a future of tightly integrated hardware, promising major performance boosts for both AI data centers and personal computing.

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AI Tools of the Day

  1. 💻 Aider – Pair program with language models directly in your terminal to edit existing codebases using git-integration.

  2. 🏄 Surf.new – Deploy autonomous web agents that can surf websites and perform research tasks just like a human assistant.

  3. ✏️ Vizcom – Instantly transform your hand-drawn sketches into photorealistic product renders and 3D models in seconds.

  4. 🎭 Metaphysic.ai – Create photorealistic, live-action AI-generated video and digital humans for professional creative projects.

  5. 🔐 Knostic – Secure your corporate chatbots by enforcing need-to-know access controls to prevent sensitive data leaks.

  6. 🧠 Aerogram – Build complex AI workflows by visually connecting over 30 models like ChatGPT and Claude on a single collaborative canvas.

  7. 🤖 SmythOS – Build and deploy custom AI agents across platforms like Slack and Discord using a simple drag-and-drop interface.

  8. 🎨 Pixfy – Edit your photos using simple text descriptions to remove objects, change backgrounds, or swap styles conversationally.Explore the Best AI Tools Directory to find tools that will 10x your output 📈

Meta's Smartphone Killer?

The Recap: Meta unveiled its new $799 Ray-Ban Display smart glasses, featuring an in-lens color display and a futuristic 'Neural Band' wrist controller that interprets silent hand gestures.

Unpacked:

  • The private in-lens display offers a full-color, high-resolution screen for notifications, maps, and video calls that is reportedly invisible to onlookers.

  • A companion 'Neural Band' wristband reads muscle signals from your arm, letting you control the interface with silent hand gestures like pinching a finger to click.

  • At $799, Meta is positioning the glasses not just as an accessory but as the next step toward a hands-free computing platform that keeps you looking up at the world, not down at a phone.

Bottom line: Despite some awkward live demo glitches, this is Meta's most ambitious and complete attempt yet at making augmented reality glasses a consumer reality. The combination of a functional display with an intuitive, non-verbal control system is a major step toward creating a true smartphone alternative.

AI Training

The Recap: In this video, I'm gonna break down a recent deal we just closed with a law firm that specializes in insurance mediation. We're going to show you the full sales process we followed to source and close this deal, along with a detailed technical breakdown of the AI automation workflow we created to source new leads for this law firm.

P.S. We also launched a free AI Automation Community for those looking to build and sell AI Automations — Come join us!

Chrome Gets an AI Brain

The Recap: Google is rolling out its biggest-ever upgrade for Chrome, deeply embedding Gemini to power a suite of new features that help you search, summarize, and automate tasks directly in the browser.

Unpacked:

  • The address bar now includes an 'AI Mode' that lets you ask long, complex questions and receive AI-generated overviews without leaving your current page.

  • Gemini can now work across multiple tabs, allowing you to compare and summarize information from different websites, with enterprise-grade protections available for business users.

  • Looking ahead, Google is introducing agentic capabilities that will allow Gemini to handle multi-step tasks for you, like booking appointments or ordering groceries.

Bottom line: This update transforms Chrome from a passive window to the web into an active assistant that anticipates your needs. It signals a major shift toward a more conversational and automated way of interacting with the internet.

Where AI Experts Share Their Best Work

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Dive into our course materials, collaborate with experienced builders, and turn automation challenges into shared wins. Join here (completely free).

China's AI Breakaway

The Recap: In a major escalation of the tech war, Beijing has reportedly ordered a ban on all Nvidia AI chips, as Chinese tech giant Huawei unveiled an ambitious plan for what it claims will be the world's most powerful AI computing clusters.

Unpacked:

  • Analysts believe the move is a negotiation tactic for broader trade talks and reflects Beijing's growing confidence in its domestic semiconductor industry.

  • Huawei's strategy compensates for less powerful individual chips by clustering vast numbers together, with one analysis showing its system can outperform Nvidia's by using five times as many chips.

  • This is part of a larger national push for silicon self-sufficiency, with local chipmakers aiming to triple the country's total output of AI processors next year.

Bottom line: This signals a clear fragmentation of the global AI hardware market into distinct, competing ecosystems. The move forces China to accelerate its own innovation, potentially creating a formidable, self-reliant AI powerhouse faster than anticipated.

The Shortlist

Microsoft pledged an additional $4B to expand its Wisconsin campus into what it claims will be the world's most powerful AI datacenter, built on the site of Foxconn's former factory.

Google unveiled Learn Your Way, a research experiment that uses generative AI to reimagine textbooks with personalized content, showing an 11-point improvement in student retention scores in an initial study.

OpenAI detailed plans to transfer a $100B stake to its nonprofit parent, a move critics argue fails to solve fundamental governance issues or ensure the nonprofit's independence from for-profit incentives.

XTX Markets open-sourced TernFS, an exabyte-scale distributed filesystem developed by the trading firm to handle hundreds of petabytes of data for its large-scale AI and research compute clusters.

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David, Lucas, Mitchell — The Recap editorial team