Good morning. It's Monday, February 2, and we're covering AI espionage, Apple’s Anthropic reliance, OpenClaw’s rebrand, and more.

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🛑 NVIDIA Denies OpenAI Investment Stall: CEO Jensen Huang dismissed claims that Nvidia’s $100B partnership with OpenAI has slowed, calling the report “erroneous.”

📈 Nadella Defends Microsoft’s AI Bet: Copilot usage nearly tripled year over year as AI revenue signals grow, even as investors worry soaring data center spending may pressure margins.

🔳 China Clears DeepSeek’s NVIDIA Chip Deal: Beijing conditionally approved DeepSeek to buy Nvidia’s H200 AI chips, with export controls in place. It’s China’s first greenlight for advanced U.S. AI hardware.

🚩 Karpathy Flags Moltbook Moment: Andrej Karpathy highlights Moltbook, where OpenClaw AI agents self-organize, debate ethics, and even call for private agent-only spaces, blurring sci-fi and reality.

🎗️ AI Boosts Breast Cancer Screening: A Swedish trial of 100,000 women found AI-supported mammograms cut later cancer diagnoses by 12% and improved early detection, easing radiologist workload without replacing doctors.

🦞 OpenClaw Finalizes Rebrand: After trademark hurdles, the fast-growing project settles on OpenClaw, linking chat apps to local AI tools while promoting user control and open agent debates via Moltbook.

🧩 Anthropic Adds Plug-Ins to Cowork: New agentic plug-ins let enterprises automate specialized workflows across teams, extending Claude Code’s tools to non-coders as Cowork remains in research preview.

👋 Apple AI Brain Drain Continues (Paywall): Apple lost more AI researchers and a senior Siri executive, signaling internal strain as it races to catch rivals in generative AI development.

From organizing with other Clawdbots to seeking out privacy, a lot of questions come to mind. We're only at the beginning of this... so what's coming next?

The Recap: A federal jury in San Francisco convicted Linwei Ding, a former Google software engineer, of stealing artificial intelligence trade secrets to support a start-up venture in China. Prosecutors said Ding took thousands of confidential files tied to Google’s AI supercomputer systems before abruptly leaving the U.S. in January 2024. The case, reported by Tripp Mickle of The New York Times, underscores rising U.S.–China tensions over advanced technology and economic espionage.

Highlights:

Forward Future Takeaways:
This verdict highlights how central AI infrastructure has become to national security and economic policy, not just corporate competition. As governments treat advanced computing systems as strategic assets, engineers and companies operating across borders face tighter scrutiny—and higher legal stakes. The case raises a broader question: how can global tech collaboration persist as AI increasingly becomes a geopolitical fault line? → Read the full article here. (Paywall)

Apple is deeply dependent on Anthropic’s AI technology for internal product development, according to Bloomberg reporter Mark Gurman. Gurman said Apple uses custom versions of Anthropic’s Claude models running on its own servers to power many internal tools.

The comments add context to Apple’s recent AI partnership with Google, suggesting that while Google Gemini will support consumer-facing features like Siri, Anthropic plays a larger behind-the-scenes role. Gurman said Apple initially pursued a formal deal with Anthropic, but talks collapsed over cost. The company ultimately signed a less expensive agreement with Google. → Read the full article here.

Microsoft is reportedly negotiating an exclusive deal with SK Hynix to supply high-bandwidth HBM3e memory for its next-generation Maia AI accelerators, according to Korean industry sources. The partnership would make SK Hynix the sole HBM supplier for Maia 200, Microsoft’s newly unveiled in-house AI chip designed for data center inference workloads.

Each Maia 200 chip is expected to use six SK Hynix HBM3e modules, delivering up to 216GB of VRAM and roughly 7TB/s of memory bandwidth. While SK Hynix declined to comment, investors reacted swiftly, sending the company’s shares sharply higher. The report underscores how AI demand is tightening memory supply chains and reshaping pricing power across the semiconductor industry. → Read the full article here.

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Matthew Berman & The Forward Future Team

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