Should Americans Get Shares in AI Companies?

Today on the AI Daily Brief, as OpenAI and Anthropic race towards IPO, should AI be a public good? Before that in the headlines, a new NVIDIA chip means the Mac M series has some competition. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. Alright, friends. Quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG, Scrunch, Section, and OutSystems. To get an ad free version of the show, go to patreon.com/aidailybrief, or you can subscribe at Apple Podcasts. To learn more about sponsoring the show, send us a note at sponsors@aidailybrief.ai. And honestly, if you wanna find out anything else about the show, you can probably find it at aidailybrief.ai as well. Today, we kick off some news from Nvidia. And honestly, it's another reminder of just how much the company is doing, even though the context in which we talk about them is mostly just their core product of chips. On Monday, the company held their GTC type a event with the headline reveal being a new chip called the RTX Spark. While Nvidia build it as a super chip, the RTX Spark is the first of their standalone prosumer grade CPUs. The chip will feature 20 CPU cores married to over 6,000 integrated GPU cores supporting up to a 128 gigabytes of unified memory. The chip is capable of delivering one petaflop of AI compute, which by comparison, an h 100 outputs around four petaflops. Nvidia said that the chip will be available in Windows PCs and laptops by the fall with models available from Asus, Dell, HP, Lenovo, and Microsoft at launch. Pricing was not announced, but these will be premium devices designed to compete with high end Mac products and gaming computers that pull double duty as inference workhorses. I saw a lot of people basically saying that this is their competition to the m five series of Mac computers. Now in some ways, this is part of a trend and a shift in the compute workload as we prioritize inference. GPUs, of course, have been the core piece of AI hardware for almost a decade, but the CPU is now having a resurgence. GPUs are increasingly seen as hardware for AI training, while powerful CPUs are better for executing agentic tool calls. Karabriskie, NVIDIA's VP for GenAI software set of GPU powered chatbots, that era is ending. Agents are the new workload. They will run everywhere from the data center to the edge. Now in addition to those new machines, NVIDIA CEO Jensen Huang also announced that Vera Rubin had entered full production. OpenAI and Anthropic have already taken delivery of their first units with plans to scale up into full data center build outs this year. The Vera Rubin nomenclature refers to the CPU GPU pairing in the chip. Vera is the CPU while Rubin is the GPU architecture. For the first time for an NVIDIA data …