Autonomous Driving

Today's Stories

1. 1

   Chip stocks lead market rally; Nasdaq, S&P 500 gain while Dow lags

   The Nasdaq Composite rose 1.3% and the S&P 500 gained 0.7%, led by semiconductor stocks. The iShares Semiconductor ETF jumped 4.1% after a two-week losing streak. Broadcom announced its chip supply deal with Apple will extend through 2031, adding $78 billion（約12兆円） in market capitalization, while Advanced Micro Devices surged 8% on news that Japanese autonomous driving start-up Turing is using AMD graphics processors for about 10% of its AI training needs. The chip rally shows investor appetite for semiconductor and AI-related hardware remains intact, even after recent weakness. Broadcom's multi-year deal with Apple locks in revenue across multiple iPhone generations, signaling confidence in sustained demand for custom silicon. For businesses tracking tech spending, this suggests major tech companies are committing significant capital to AI infrastructure and chip development.

   The Dow Jones Industrial Average fell 0.1% despite winners like Goldman Sachs and IBM, held back by sharp declines in Honeywell International (down 7.2% after a spinoff) and Amgen (down 2.6%). Microsoft dropped 1.4% after announcing 4,800 job cuts and a smaller Xbox division, signaling a shift toward AI infrastructure spending over headcount.

2. 2

   Turing self-driving startup adds AMD as backer, adopts AMD AI chips

   Self-driving tech developer Turing Inc. has added AMD Ventures to its investor list and begun adopting Advanced Micro Devices Inc.'s AI accelerators in its systems. The partnership signals that AMD is expanding its foothold in AI infrastructure beyond data centers, competing for a role in autonomous vehicle development alongside incumbent suppliers.

   The article does not specify the scale of the investment, deployment timeline, or which AMD chips Turing will use.

3. 3

   Self-driving startup Turing gets AMD backing and adopts AMD GPUs

   Self-driving startup Turing gets AMD backing and adopts AMD GPUs

4. 4

   Tesla's $1.4 trillion valuation rests on what happens next in one city

   Tesla's $1.4 trillion valuation rests on what happens next in one city

5. 5

   Hollywood studios seek to ban Seeadance while quietly using it

   ByteDance's AI video tool Seeadance prompted the Motion Picture Association to issue its first-ever cease-and-desist against an AI company, after a viral clip featured AI-generated versions of Brad Pitt and Tom Cruise. However, animation producer Joel Kuwahara reports that studios are simultaneously using the tool on a "don't ask, don't tell" basis behind the scenes. The contradiction exposes a tension in Hollywood's approach to AI video generation—publicly opposing the technology while privately adopting it. This split stance may complicate industry efforts to establish unified rules around AI-generated likenesses and content creation.

   The Motion Picture Association's cease-and-desist marks an escalation in Hollywood's legal response to AI tools, setting a precedent for how the industry intends to challenge similar technologies going forward.

6. 6

   Microsoft overhauls Copilot with AI agents, merges consumer and enterprise apps

   Microsoft plans to release a redesigned Copilot in August that combines its consumer and enterprise apps into a single offering, adds AI coding tools, and introduces new AI agents called AutoPilot that handle tasks like scheduling and email summaries. The company will remove features that were not working, including Copilot Podcasts and Copilot Labs, and will charge customers extra for the new capabilities. Microsoft also announced a new company dedicated to deploying AI inside businesses, with engineers working directly in departments to help integrate AI into workflows. The overhaul reflects Microsoft's shift toward making Copilot focused on delivering measurable business value rather than showcasing AI capabilities for their own sake. An internal memo from Executive Vice President Jacob Andreou states the app must "earn the right to exist" by being "optimized for outcomes." This move signals that chatbots alone deliver limited or difficult-to-measure value, a challenge facing Microsoft and other AI companies as they justify billions spent on AI infrastructure.

   Anthropic and OpenAI are pursuing similar "super app" strategies with Claude Code and Codex respectively, suggesting this consolidation approach may become an industry standard for how AI assistants reach users.