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China’s AI Video Boom Is Leaving the U.S. Behind

Pus: U.S. Greenlights AI Chip Sales to China

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Today we are going to see PixVerse isn’t chasing Hollywood polish, it’s building the TikTok of AI video. Real-time generation, social sharing, and instant control are already here. Also The U.S. lifted restrictions on Nvidia’s H200 chips with strings attached. China can buy, but only if the U.S. gets paid and controls who’s on the list

In today’s post:

  • Alibaba-Backed PixVerse Unveils Real-Time AI Video Tool

  • Nvidia’s AI Chips Are Back in China

  • AstraZeneca’s AI Bet Could Rewrite Drug Development

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What’s Trending Today

STRATEGY

The future of AI video isn’t coming, it’s live.

Image Credits: CNBC

PixVerse just launched a real-time AI video tool that’s as interactive as a video game.
Backed by Alibaba and used by millions, it’s a bold leap beyond OpenAI’s Sora.

Here’s everything you need to know:

  • Users can direct AI characters mid-video with real-time reactions.

  • The tool supports micro-dramas, dynamic storytelling, and infinite gameplay.

  • PixVerse raised $60M last year, led by Alibaba, and is already profitable.

  • It’s part of a Chinese wave: 8 of the top AI video tools now come from China.

  • PixVerse’s edge? Faster generation, lower cost, and built-in social sharing.

  • The platform hit 16M monthly users in October, with plans to double by June.

  • Analysts say U.S. tools now lag behind on both UI and user growth.

PixVerse is showing what happens when AI meets scale and culture. It’s not about chasing Sora’s quality, it’s about being useful, fun, and fast. Creative software’s future might not come from Adobe or OpenAI. It might come from the app that makes the best remix.

POLICY

The U.S. is taxing AI progress

 

Image Credits: CNBC

Nvidia just got permission to sell its H200 AI chips in China. But the deal comes with strings and a cut for the U.S. government.

Here’s everything you need to know:

  • The U.S. Commerce Department approved sales of Nvidia’s H200 chips to China with conditions.

  • Only “approved customers” can buy, and Nvidia must prioritize U.S. demand first.

  • The U.S. will collect a 25% fee on every China-bound chip sold, per Trump’s trade policy.

  • China’s government has criticized the move, calling it “politicized” and disruptive.

  • Despite tensions, Chinese firms are eager to buy the chips while domestic options lag.

  • Nvidia, caught in the middle, gains revenue but at reduced margins.

  • Analysts say this fee-for-access model could reshape how trade tariffs work in tech.

This isn’t just about chips, it’s about leverage. The U.S. wants control, China wants independence, and Nvidia just wants to sell. But taxing innovation at the source? That’s a slippery slope. Let’s see who copies this playbook next.

AQUISITION

Big Pharma is buying AI not for hype, but for speed

AstraZeneca just acquired Modella AI, a Boston startup that’s quietly built powerful foundation models for cancer research. The goal? Make oncology faster, smarter, and less hit-or-miss.

Here’s everything you need to know:

  • AstraZeneca says the deal will “supercharge” its pathology and biomarker discovery efforts.

  • Modella’s AI will be used to analyze biopsies and match protein patterns to patient outcomes.

  • The acquisition builds on a July partnership, which AstraZeneca called a “test drive.”

  • Financial terms weren’t disclosed but the AI talent and IP were the real prize.

  • Modella’s tools will help select trial patients faster, raising success odds and cutting costs.

  • This is the first AI firm acquisition by a major pharma player, a notable milestone.

  • At the same conference, Nvidia and Eli Lilly announced a $1B lab powered by Blackwell chips.

This isn’t just M&A, it’s pharma admitting that AI isn’t optional anymore. The real advantage isn’t better models. It’s better bets: on patients, on drugs, on outcomes. Whoever moves fastest with data will shape the next era of medicine.

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