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- 🤖 The Multi-Billion Dollar Black Market for AI Chips
🤖 The Multi-Billion Dollar Black Market for AI Chips
PLUS: Mapping Tumor Behavior Without Breaking the Bank
James Roesser
December 11, 2025
Welcome back AI enthusiasts!
In today’s Daily Report:
🦞The Multi-Billion Dollar Black Market for AI Chips
🔬Mapping Tumor Behavior Without Breaking the Bank
🛠Trending Tools
🥪Brief Bites
💰Funding Frontlines
💼Who’s Hiring?
Read Time: 3 minutes
🗞RECENT NEWS
NVIDIA
🦞The Multi-Billion Dollar Black Market for AI Chips
Image Source: Reve Image/AI Image Generator and Creative Tool
NVIDIA’s reportedly been testing new tracking software to prevent the smuggling of specialized computer parts into China.
Key Details:
GPUs are specialized computer chips capable of parallel processing: performing mathematical calculations simultaneously. In simpler terms, GPUs are like ultra-fast math engines that power advanced AI models.
Designing GPUs is an extremely complex process that requires rare materials, specialized machinery, and engineering expertise. China doesn’t currently possess any of these at the level needed to produce the most cutting-edge GPUs.
Rumors circulating throughout Silicon Valley suggest that China recently established sophisticated smuggling operations to acquire hundreds of millions of dollars worth of U.S.-made advanced AI chips by packaging them alongside “live lobsters” and concealing them within “prosthetic baby bumps.”
Why It’s Important:
A NVIDIA spokesperson initially commented that Silicon Valley “should focus on innovation and rise to the challenge, rather than tell tall tales.” They also added, “America can’t manipulate regulation to capture victory in AI.” Of course, NVIDIA’s economically incentivized to enter China’s $50 billion AI Hardware Market.
Many believe maintaining America’s compute advantage through export controls on U.S.-made advanced AI chips is essential to national security. “AI enables China to potentially leapfrog the military dominance of Western powers,” explained former Scale AI CEO Alexandr Wang.
MICROSOFT RESEARCH
🔬Mapping Tumor Behavior Without Breaking the Bank
Image Source: Canva’s AI Image Generators/Magic Media
Microsoft Research recently developed “GigaTIME,” which transforms standard cancer tissue slides into detailed profiles of a tumor’s microenvironment.
Key Details:
A tumor isn’t just a mass of cancer cells. It exists within a complex network of many different cells: nerve cells, immune cells, and supporting cells. Mapping the positions and interactions of these many different cells can help predict how a tumor will respond to immunotherapy.
To achieve this, oncologists use a technique called multiplex immunofluorescence (mIF), which enables them to effectively create a blueprint of these many different cells and monitor their activity within a tumor. But mIF is slow, inefficient, and expensive.
After being trained on 40 million cell samples across 21 protein channels, “GigaTIME” was applied to 14,256 cancer patients from more than 1,000 medical centers. It generated around 300,000 mIF blueprints spanning 24 cancer types and 306 cancer subtypes.
Why It’s Important:
This technical breakthrough fundamentally alters the cost structure and time constraints of tumor profiling by replacing wet lab chemistry, which involves liquids, chemicals, and biological samples.
While mIF can easily take days and cost thousands of dollars, “GigaTIME” generates the same information virtually by simply analyzing standard cancer tissue slides.
THE STOCK MARKET
📍AI Tier Tracker
TIER 0: ENERGY GE Vernova, Inc. |
|---|
TIER 1: SILICON Marvell Technology, Inc. |
TIER 2: DATA CENTERS Amazon.com, Inc. |
TIER 3: AI MODELS Tencent Holdings Ltd., ADR |
TIER 4: SOFTWARE STACK Symbotic Inc. |
TIER 5: AI AGENTS Twilio Inc. |
🔔CLOSING BELL: As of 12/10/2025 market close.
💡STOCK SPOTLIGHT: Each tier showcases a new stock every day.
🛠TRENDING TOOLS
🦾Waveloom turns text to automation in seconds.
🪪Surfface AI finds and verifies people by photos.
🗣️BrowseWiki enables you to chat with web pages.
🧊Malloy creates professional animations, instantly.
🕸️Websites.ly builds stunning websites without code.
🧰 Browse our Always Up-To-Date AI Toolkit.
🥪BRIEF BITES
McDonald’s pulled “It’s the Most Terrible Time of The Year,” a creepy AI-generated Christmas ad with terrible visuals and horrible messaging.
Anthropic formed the “Accenture Anthropic Business Group,” helping approximately 30,000 consultants use Claude across client ecosystems.
Mistral AI launched “Devstral2 and Mistral Vibe CLI,” both of which autonomously develop, debug, and deploy code via natural language commands.
The U.S. War Department announced “GenAI.mil,” an AI-based platform designed for military personnel and civilian contractors to share sensitive stuff.
💰FUNDING FRONTLINES
Gradial raised a $35M Series B to automate enterprise marketing.
Quantum Art closed a $100M Series A to build multi-qubit gates.
Fal landed a $140M Series D for the world’s best generative media.
💼WHO’S HIRING?
📒FINAL NOTE
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