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Hi there, this is your daily ☕️ Techpresso.
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In today's newsletter: 👀 Google limits Meta's Gemini access 🇰🇷 South Korea unveils $1tn chip and AI investment plan 🤖 Musk says new Grok 4.5 rivals Claude Opus 🚫 US blocks more Chinese tech products 🇨🇳 Chinese chips to seize 80% of home market Plus: 🎁 11 other news you might like, 🧰 6 tools, and 📚 4 papers.
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👀 Google limits Meta's Gemini access
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- Alphabet has reportedly limited Meta's access to its Gemini AI models, and the Financial Times says Google placed usage restrictions on several customers because of capacity constraints, with Meta among the most affected by the cuts.
- The limits have disrupted some internal Meta projects and pushed the company to tell employees to use AI resources more efficiently, since Meta had used Gemini for content moderation and scam detection.
- Meta is now relying more on its own Muse Spark model to reduce dependence on outside AI providers, showing how firms that control data centers, chips and cloud capacity may gain leverage as demand rises.
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🇰🇷 South Korea unveils $1tn chip and AI investment plan
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- South Korea has announced roughly $1tn in investments to expand the country's chip manufacturing and artificial intelligence work, part of what President Lee Jae-myung calls the Three Mega Projects covering chip hubs, data centres, and robotics.
- Samsung and SK Hynix, the country's two biggest chipmakers, are expected to build a semiconductor manufacturing hub in the south west, with other AI infrastructure hubs planned outside Seoul, where advanced factories now sit.
- Lee framed the plan as a matter of "survival" to revive rural economies hurt by industries clustering in Seoul, as rivals like Taiwan, China, and Japan pour money into chip factories amid the AI boom.
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🤖 Musk says new Grok 4.5 rivals Claude Opus
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- Elon Musk says xAI's new Grok 4.5, now in private beta, performs on par with or possibly beyond Anthropic's flagship Opus model, according to early evaluations he shared.
- Grok 4.5 is trained on xAI's 1.5T V9 foundation model and is being tested internally at SpaceX and Tesla to fix bugs and issues before any public release.
- xAI used reinforcement learning, its Grok Build coding agent, and supplemental training data from Cursor, the coding platform Musk bought for $60 billion, to improve the model during development.
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🚫 US blocks more Chinese tech products
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- The FCC has widened its ban on Chinese technology to block imports of older telecom and video surveillance gear from Huawei, ZTE, Hytera, Hikvision, and Dahua, with the rules taking effect in early July.
- The new policy extends a 2022 order that barred approvals for new equipment models, now prohibiting products that had received authorization before that order from entering the U.S. market.
- The order does not require consumers or businesses to remove equipment they already own, and only stops additional imports of covered products once the new rules begin.
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🇨🇳 Chinese chips to seize 80% of home market
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- AI chips made in China are expected to take nearly 80 percent of the country's domestic market this year, according to TrendForce, as import troubles and a national push toward tech self-reliance reshape buying.
- Domestic firms like Huawei and Cambricon should grab 56 percent of the Chinese market in 2026, up from 46 percent, while company-built ASICs add another 23 percent, pushing foreign suppliers like Nvidia and AMD down to 21 percent.
- Beyond China, TrendForce predicts Chinese AI GPU makers led by Huawei and Cambricon could take up to 20 percent of the global market next year, with Nvidia still holding about 64 percent worldwide.
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Other
news & articles you might like
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Rocket Lab buys satellite company Iridium to go up against Starlink and Amazon's Leo
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Coinbase joins the rush to Chinese AI models as Western labs face a pricing stress test
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China’s Z.ai claims it can match Mythos on cybersecurity
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Gen Z’s hiring hell is real: 1 in 3 employers admit they’re replacing entry-level roles with AI—and tech and manufacturing jobs are most at risk
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BIS warns stablecoins risk fragmenting global financial system
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China’s first AI-powered cancer vaccine production line set to launch in Beijing
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Exclusive-Apple accuses India of 'copy-pasting' rivals' claims in antitrust investigation
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Netflix now requires every user profile to be tied to unique email address
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The memory shortage shaking Apple and Microsoft is 'existential crisis' for smaller players
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Corgi, the buzzy Y Combinator-backed insurance tech startup, says it didn’t steal an open source product
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Apple and Audi alumni have made a luxe EV based on the moon buggy
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🧰 Trending tools
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Spira for Product Hunt Makers: autonomous AI agents that track trending content, generate on-brand posts, and auto-publish across TikTok, Instagram, and X for you.
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Agent Mode by Receiptor AI: automatically finds, extracts, and categorizes receipts from your email, then syncs expense data directly to Xero or QuickBooks.
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ClinePass: an open-source coding agent that autonomously handles editor, terminal, and browser tasks to complete development work end-to-end.
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VisibAI: monitors your brand's presence across six AI platforms, scores visibility out of 100, and provides specific fixes to close competitor gaps.
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PMB: gives AI coding agents persistent project memory via MCP, storing decisions, lessons, and context locally in SQLite without cloud dependencies.
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Sami: automates ad budget management across Google, Meta, LinkedIn, and YouTube, pausing underperformers and sending Slack alerts when spend thresholds are hit.
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You can check the previous tools here, or add your tool here
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📚 Trending papers & reports
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> Reach 600,000+ tech professionals: If your company is interested in reaching an audience of tech executives, decision-makers and engineers, you may want to advertise with us.
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> Shrinking powerful AI models into smaller, cheaper ones works better with a go-between "proxy" model, letting companies access top-tier performance without needing access to the original model's inner workings.
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> Text-parsing software gets two to six times faster by skipping a traditionally separate processing step, without making the code harder to maintain or more error-prone.
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> A common blueprint for AGI gives researchers a shared mathematical language to compare rival approaches to building human-level intelligence, exposing their similarities, differences, and gaps for future work.
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> Knowledge transfer between AI models now works across different model families, not just matching ones, making it significantly more efficient to train smaller models using a larger model's expertise.
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| Did you know? Google's data center in Hamina, Finland cools its servers using cold seawater piped through tunnels originally built for a paper mill. | |
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