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- 🎲 NVIDIA’s China Gamble!
🎲 NVIDIA’s China Gamble!
ALSO: Sarvam-M Beats Meta, Google & Microsoft Unveils NLWeb!
Golam Rabbani
May 25, 2025
In partnership with
Hey, AI Visionaries! ❤️
Today’s Insights:
NVIDIA’s Budget AI Chip for China
Sarvam-M Beats Meta, Google
Microsoft Unveils NLWeb
5 Hand-Picked AI Tools
5 Hand-Picked Resources & Guides
Make a Strong First Impression using ChatGPT
Read Time: Under 5 minutes
NEWS
NVIDIA’s Budget AI Chip for China
What's the story:
NVIDIA is launching a cheaper AI chip for China priced at $6,500-$8,000, down from $10K-$12K, after US export restrictions hurt sales.
Key Takeaways:
Lower Cost: New Blackwell-based chip is 35% cheaper than the restricted H20 model.
Simpler Design: Uses GDDR7 memory (not high-end) and skips advanced TSMC packaging.
Market Struggle: NVIDIA’s China share dropped from 95% to 50% due to US bans; Huawei is now a top rival.
Big Losses: NVIDIA wrote off $5.5B in inventory and lost $15B in sales from the H20 ban.
Speed Limits: US rules cap memory bandwidth at 1.7TB/s (vs. H20’s 4TB/s), slowing AI performance.
Why It’s Important:
This move shows how US-China tech tensions are reshaping the AI chip market, forcing NVIDIA to adapt—or lose ground to rivals like Huawei.
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NEWS
Sarvam-M Beats Meta, Google in Hindi
What's the story:
Sarvam AI, an Indian startup, just launched Sarvam-M—a powerful open-source LLM that beats Meta’s LLaMA-4 Scout in Indian languages, math, and coding.
Key Takeaways:
Made for India: 20% better in Indian languages, +86% in Indian-language math than rivals.
Beats Meta, Matches Google: Outperforms LLaMA-4 Scout, competes with bigger models like LLaMA-3.3 70B.
Two Modes: “Think” (math/coding) and “Non-Think” (chat).
Open & Free: Available on Hugging Face with APIs for devs.
Room to Grow: Slightly weaker in English knowledge benchmarks (-1% vs baseline).
Why It’s Important:
Most AI models struggle with Indian languages—Sarvam-M fixes that, giving India a homegrown, open-source alternative to Big Tech’s LLMs.
PRODUCTIVITY
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NEWS
Microsoft Unveils NLWeb
What's the story:
Microsoft’s NLWeb is an open-source project that lets developers add natural language interfaces to any website—no heavy coding or expensive AI models required.
Key Takeaways:
Works with Existing Data: Uses Schema. org and RSS (already on millions of sites) to power AI chats.
No Lock-In: Open protocol lets publishers choose their own AI models and keep control of data.
Low-Code Solution: Simple JSON format + pre-built UI widgets make adding AI easy.
For Humans and Bots: Supports both user-friendly chats and AI-to-AI communication.
Future-Proof: Prepares websites for an internet where AI agents browse like humans.
Why It’s Important:
Most websites can’t afford custom chatbots—NLWeb democratizes AI conversations using the web’s existing structure, making every site smarter without big tech dependence.
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֎ PROMPT OF THE DAY
Make a Strong First Impression in Business
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📚 TUTORIALS & GUIDES
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Signing off,
Until next time,
Golam Rabbani - AI Educator, Founder & Investor
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