📊 Nvidia’s New AI Rival? China’s Cambricon Soars 4,348%

PLUS: Google Drops $9B on AI in Virginia

August 28, 2025

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✨ Morning, Builders – Today’s AI Power Plays

China’s Cambricon is surging as a homegrown Nvidia rival, Google is betting $9B on cloud and AI in Virginia, Anthropic is piloting Claude for Chrome, and DeepMind’s “Nano Banana” is redefining image editing. Add in Luma AI’s cinematic Ray2 update and breakthroughs in AI healthcare, and you’ve got the signals shaping the next wave of AI across chips, infrastructure, creativity, and care.

Here’s what you need to know ⬇️

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CAMBRICON

Source: Cambricon

Beijing-based Cambricon Technologies called China’s “little Nvidia” posted its strongest results ever, fueled by the AI boom and domestic models like DeepSeek V3.1.

The details:

  • Revenue up 4,348% to US$403.8M — record since its 2020 IPO.

  • Net profit hit 1.04B yuan (~$144M), reversing years of losses.

  • Surge tied to demand for Chinese AI chips amid U.S. Nvidia sanctions.

  • Progress across both AI training and inference chip designs.

Why it matters: With Nvidia restricted, China is doubling down on local solutions. Cambricon’s breakout shows Beijing’s chip strategy is paying off — and Nvidia may face a stronger rival in a critical market.

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GOOGLE

Source: Google

Google is pouring an additional $9 billion into Virginia through 2026, expanding AI and cloud infrastructure and rolling out training programs statewide.

The details:

  • New data center in Chesterfield County + energy partnerships.

  • $1B education push: Free Google AI Pro for all Virginia college students.

  • UVA, Brightpoint, and NVCC in the first AI Education Accelerator cohort.

  • “Virginia Has Jobs” Career Launch Pad for statewide upskilling.

Why it matters: Google isn’t just building data centers it’s embedding itself into Virginia’s workforce pipeline and cementing U.S. leadership in AI innovation.

CLAUDE

Source: Anthropic

Anthropic is piloting a Chrome extension that lets Claude take actions in-browser — with safeguards against prompt injection attacks.

The details:

  • Rolling out to 1,000 Max users via waitlist.

  • Can manage calendars, draft emails, expense reports, test sites.

  • Early tests showed 23.6% vulnerability rate to hidden prompts.

  • Safety mitigations cut attack rates to 11.2% overall, 0% for new browser-specific attacks.

Why it matters: Browser-based AI is inevitable but risky. Anthropic’s cautious rollout shows security has to advance alongside capability for safe, real-world use.

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GOOGLE DEEPMIND

Created in aistudio.google

Google’s Gemini 2.5 Flash Image model nicknamed Nano Banana is a multimodal image editor built for fast, contextual, and consistent AI edits.

Key Features:

  • Understands real-world context (plants, landmarks, architecture).

  • Natural language prompts add AR-style overlays and annotations.

  • Multi-turn consistency keeps characters intact across edits.

  • Blend images, apply styles, simulate lighting.

  • ~1–2s per image at $0.039, available in Gemini app, AI Studio, Vertex AI.

Why it matters: Nano Banana makes editing smarter, not just faster. Expect new AR, education, and storytelling apps built on its world-aware creativity.

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AI CREATIVITY

🎬Create Cinematic Videos with Ray2 Keyframes

In this tutorial, you’ll learn how to use Luma AI’s Ray2 update to generate cinematic AI videos with Keyframes, Extend, and Loop perfect for storytelling, campaigns, or ambient visuals.

Step-by-step:

  1. Go to lumalabs.ai and open Dream Machine (Ray2)

  2. Upload starting + ending frames (autumn park → snowy park).

  3. Add optional prompt for transition.

  4. Use Extend for up to 1-minute videos.

  5. Enable Loop for seamless background clips.

  6. Export and crop for 9:16, 1:1, or 16:9.

Pro tip: Use cinematic terms like “whip pan” or “fade through black” Ray2 responds best to film language.

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AI HEALTH

This week’s AIHealthTech Insider covers:

  • AI models spotting ER emergencies in minutes

  • $100M+ funding wave in sleep tech

  • AI-powered mental health coaches

  • Epic’s EHR charting upgrade

Why it matters: From triage to everyday care, AI is reshaping health at every level and the breakthroughs are arriving faster than ever.

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