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- š Nvidiaās New AI Rival? Chinaās Cambricon Soars 4,348%
š Nvidiaās New AI Rival? Chinaās Cambricon Soars 4,348%
PLUS: Google Drops $9B on AI in Virginia

⨠Morning, Builders ā Todayās AI Power Plays
Chinaās 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 DeepMindās āNano Bananaā is redefining image editing. Add in Luma AIās cinematic Ray2 update and breakthroughs in AI healthcare, and youāve got the signals shaping the next wave of AI across chips, infrastructure, creativity, and care.
Hereās what you need to know ā¬ļø

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CAMBRICON

Source: Cambricon
Beijing-based Cambricon Technologies called Chinaās ālittle Nvidiaā 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 ā 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. Cambriconās breakout shows Beijingās chip strategy is paying off ā and Nvidia may face a stronger rival in a critical market.

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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.
āVirginia Has Jobsā Career Launch Pad for statewide upskilling.
Why it matters: Google isnāt just building data centers itās embedding itself into Virginiaās 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 ā 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. Anthropicās cautious rollout shows security has to advance alongside capability for safe, real-world use.

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GOOGLE DEEPMIND

Created in aistudio.google
Googleās 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.
~1ā2s 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
In this tutorial, youāll learn how to use Luma AIās Ray2 update to generate cinematic AI videos with Keyframes, Extend, and Loop perfect for storytelling, campaigns, or ambient visuals.
Step-by-step:
Go to lumalabs.ai and open Dream Machine (Ray2)
Upload starting + ending frames (autumn park ā snowy park).
Add optional prompt for transition.
Use Extend for up to 1-minute videos.
Enable Loop for seamless background clips.
Export and crop for 9:16, 1:1, or 16:9.
Pro tip: Use cinematic terms like āwhip panā or āfade through blackā Ray2 responds best to film language.

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AI HEALTH
ā¤ļøā𩹠AIHealthTech Insider: Speedy Heart Saves
This weekās AIHealthTech Insider covers:
AI models spotting ER emergencies in minutes
$100M+ funding wave in sleep tech
AI-powered mental health coaches
Epicās 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.
Interested in AIHealthTech Insider?Are you interested in receiving the AIHealthTech Insider newsletter directly to your inbox? Stay updated on the latest AI-driven healthcare innovations. |

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