• San Francisco sends legal notices to Apple and Google demanding they take down 13 AI apps used to make deepfake nude images; Google says it has deleted the apps (Matt Burgess/Wired)
• Sources: Apple has sent personal legal warnings to ~40 former employees who now work at OpenAI, asking them to preserve documents and meet with its lawyers (Michael Acton/Financial Times)
• At the World AI Conference, Xi Jinping touts open-source AI, pledges to help the Global South build AI capabilities, and calls unequal AI access an "injustice" (Reuters)
• The Alphabet Workers Union sends a layoff protection petition with 4,500+ signatures to Sundar Pichai, calling for guaranteed severance and buyout options (Sanya Mansoor/The Guardian)
• Sources: Z.ai is on track to achieve an annual recurring revenue of $1B, a first for a Chinese AI company, after achieving its full-year sales target in July (Bloomberg)
• Sources: Dave Brown, outgoing SVP of AWS Compute, AI, and Platform, will join Meta in the coming weeks; he will work on the company's data center build-out (Anissa Gardizy/Wall Street Journal)
• Sources: Tata plans India's first large-scale chip fab in Dholera, Gujarat, mostly using 90nm nodes, a far humbler start than the 28nm node it touted earlier (Bloomberg)
• During an internal meeting, Satya Nadella criticized Claude Fable 5 for being "editorially controlled", saying its refusal to do "random things" makes no sense (Jordan Novet/CNBC)
• Source: Demis Hassabis plans to hold meetings with US policymakers in Washington next week about his proposed US-based Standards Body for "Frontier-class" AI (Shirin Ghaffary/Bloomberg)
• Court doc: a US federal jury says Japanese chipmaker Kioxia owes Viasat $229M for infringing Viasat's flash-memory patent that helps devices use less energy (Blake Brittain/Reuters)
• Source: Microsoft plans to release an AI security tool this month using models from Anthropic, OpenAI, and itself, as a cost-effective Mythos alternative (Aaron Holmes/The Information)
• Kalshi is offering wagers on the outcomes of late-stage clinical drug trials and regulatory decisions, launching a pilot of 13 new biotech contracts (Madison Muller/Bloomberg)
• Sources: Coatue is leading a $3B investment in Databricks that values the data analytics software company at $188B, a 40% increase from its December valuation (Wall Street Journal)
• US chip, memory, and storage stocks fell sharply on Thursday, with Sandisk down 13%, Seagate 10%, Western Digital 9%, and Intel and Micron 6% each (George Steer/Financial Times)
• Filing: South Korean authorities conducted an on-site search of Chinese chipmaker Montage's offices in connection with potential competition law violations (Nikita Maria Jino/Reuters)
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