AI morning brief - 2025-02-08

08/02/2025 3 min
AI morning brief - 2025-02-08

Listen "AI morning brief - 2025-02-08"

Episode Synopsis

Episode Summary:In this episode of the AI update podcast by Vertica Newshound, we explore Amazon's groundbreaking decision to invest nearly a full year's worth of AWS revenue into advancing its AI infrastructure and services. This bold move positions Amazon alongside key industry players in the race to dominate AI technology. We also examine Apple's confrontation with the UK government over encrypted data access, NVIDIA's strategic AI chip investment, security concerns surrounding DeepSeek's app, and the impressive growth of AI-driven telehealth company Doximity.Main Story:- Amazon to invest over $100 billion into AI, utilizing AWS revenue to enhance its AI infrastructure. The development includes the introduction of proprietary AI chips, Trainium3. Key industry players like Google, Meta, and Microsoft are also heavily investing in AI, prompting scrutiny from investors about the feasibility and return on these investments. - Sources: [Bloomberg](https://www.bloomberg.com/news/articles/2025-02-07/amazon-spends-big-draftkings-sees-major-super-bowl-bets), [Quartz](https://qz.com/amazon-ai-spend-meta-microsoft-google-openai-deepseek-1851757795), [Next Platform](https://www.nextplatform.com/2025/02/07/amazon-will-spend-nearly-a-year-of-aws-revenue-on-ai-investments/), [Yahoo Finance](https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html), [New York Times](https://www.nytimes.com/2025/02/07/business/ai-deepseek-nvidia-tesla.html).Key Stories:- Apple faces pressure from the UK to create a backdoor for encrypted data in its cloud services, posing privacy concerns. - [](https://www.bloomberg.com/news/articles/2025-02-07/uk-ask-for-backdoor-to-apple-users-data-alarms-privacy-experts), [Source](https://www.bloomberg.com/news/articles/2025-02-07/apple-ordered-by-uk-to-build-backdoor-to-access-customer-data).- NVIDIA's AI chip investments lead to stock boost, enhancing its AI infrastructure dominance. - [Source 1](https://www.investors.com/news/technology/nvidia-ai-chip-stocks-rise-capex-plans/), [Source 2](https://finance.yahoo.com/news/nvidias-deepseek-opportunity-gemini-2-100000344.html).- DeepSeek's app under scrutiny for security flaws exposing sensitive user data. - [](https://thehackernews.com/2025/02/deepseek-app-transmits-sensitive-user.html), [Source](https://www.investopedia.com/telehealth-platform-doximity-stock-soars-as-ai-boosts-performance-8787646).- Doximity reports record growth driven by AI tools enhancing its telehealth platform. - [Source](https://www.investopedia.com/telehealth-platform-doximity-stock-soars-as-ai-boosts-performance-8787646).Additional Points of Interest:- OpenAI's CEO discusses AI regulations in Europe.- Google's DeepMind introduces a superior AI system, AlphaGeometry2.- Microsoft enhances Edge browser with an AI-powered scareware blocker.