🌐 Microsoft vs. Google, Mac Mini Leak, Apple in India

Good morning. It’s Tuesday, October 29. Today we are covering:

• Microsoft calls out Google for running 'shadow campaigns' in Europe to influence regulators 

• Amazon leaks tiny Mac Mini with M4 Pro 

• Apple Taps India to Learn How to Build New iPhone 

• Spanish Startup Inbrain Raises $50 Million for Brain Device

• TSMC reportedly cuts off RISC-V chip designer linked to Huawei accelerators 

Let’s dive in

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Microsoft calls out Google for running 'shadow campaigns' in Europe to influence regulators 

By Jordan Novet via CNBC 

• Microsoft accuses Google of running "shadow campaigns" to discredit Microsoft among European regulators, allegedly using a coalition of cloud companies to influence policymakers and the public.

• According to Microsoft lawyer Rima Alaily, Google hired the DGA Group to form the Open Cloud Coalition to criticize Microsoft’s practices in Europe, with claims of concealed Google involvement.

• Google has filed an antitrust complaint against Microsoft with the EU Commission, asserting Microsoft’s cloud licensing policies restrict competition, lock in customers, and harm cybersecurity and choice.

𝕏: Woah. Microsoft just completely unloaded on Google. And just one day ahead of Google earnings. And I have to say, I appreciate Microsoft standing up to the abusive bully that props up and hides behind astroturf groups and paid influencers and academics. - Jason Kint (@jason_kint)

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Amazon leaks tiny Mac Mini with M4 Pro

By Thomas Ricker via The Verge 

• Amazon accidentally leaked details of a new Mac Mini featuring an M4 Pro chip, with up to 14 CPU cores, 20 GPU cores, 64GB memory, and 8TB storage before its official announcement.

• The leaked image shows a smaller Mac Mini design, similar in size to an Apple TV, with a headphone jack and two front-facing USB-C ports likely supporting Thunderbolt 4.

• This M4 chip represents a significant performance upgrade, with boosted AI processing power expected to reach 38 TOPS, nearly doubling the performance of the M2 in the current Mac Mini models.

𝕏: it looks like Apple’s smaller Mac Mini with an M4 Pro chip is coming this week. Amazon accidentally leaked it - Tom Warren (@tomwarren)

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Apple Taps India to Learn How to Build New iPhone 

By Wayne Ma via The Information

• Apple has started using an Indian factory for early manufacturing of the iPhone 17 base model, a step traditionally handled in China, marking a shift toward supply chain diversification.

• This move reflects Apple's growing confidence in India’s engineering capabilities as it looks to reduce reliance on China.

• Apple CEO Tim Cook reassured Chinese officials of continued investment in China, even as the company advances its manufacturing initiatives in India.

𝕏: Apple has reached a milestone in its effort to reduce its dependence on China. It's learning how to scale up mass production of the base model iPhone 17 in India rather than China, the first time it's ever done so.  - Wayne Ma (@waynema)

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Spanish Startup Inbrain Raises $50 Million for Brain Device

By Sarah McBride via Bloomberg

• Inbrain Neuroelectronics, a Barcelona-based startup, has raised $50 million to develop brain-computer interface devices based on graphene technology.

• The company aims to treat neurological disorders like Parkinson’s disease, joining competitors such as Elon Musk’s Neuralink in advancing brain-computer interface technologies.

• Inbrain's work reflects a growing trend of using technology to address conditions ranging from paralysis to depression and blindness.

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TSMC reportedly cuts off RISC-V chip designer linked to Huawei accelerators 

By Tobias Mann via The Register

• TSMC has reportedly halted shipments to Chinese chip designer Sophgo over concerns that it may have been attempting to supply components to Huawei in violation of US sanctions.

• This action follows TSMC’s alert to US officials about a possible attempt by Huawei to bypass export controls using proxies, involving a high-end AI accelerator similar to Huawei’s Ascend 910B.

• Sophgo and its partner Bitmain have denied involvement in any violations, asserting full compliance with US export restrictions.

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Trending in AI

• Open-source AI must reveal its training data, per new OSI definition

• US finalizes rules to curb AI investments in China, impose other restrictions

• Google expands AI Overviews in Search to more than 100 countries

• Gartner predicts AI agents will transform work, but disillusionment is growing

• Meta’s AI Abundance

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Take care and see you tomorrow!

— Jose Montes de Oca

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