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Apple’s $500B AI Spend 🟢

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Author

Dominik Sansevere
February 25, 2025

What’s happening in AI right now

The next wave of AI use cases

Researchers at King's College London and University College London have developed an AI system called MELD Graph that can detect previously invisible brain lesions in epilepsy patients – something human radiologists often miss.

This breakthrough exemplifies the transformative potential of AI in specialized domains. The system analyzes MRI scans to identify subtle brain malformations, showing a 64% success rate in detecting abnormalities that cause drug-resistant epilepsy.

Such developments represent the next phase of AI implementation: less about general-purpose assistants and more about solving previously intractable problems in specific fields.

The regulatory divide widens

Cloud communications company Bird recently made waves by relocating most of its operations from the Netherlands to New York, Singapore, and Dubai, citing Europe's restrictive AI regulations and difficulties hiring tech talent.

The company's departure reflects a broader challenge: how to balance innovation with regulatory oversight. While the EU has taken a proactive stance on AI regulation, some argue this approach may inadvertently push cutting-edge development elsewhere.

Meanwhile, Nvidia finds itself challenging EU regulators in court over their scrutiny of its acquisition of AI startup Run:ai. The case centers on the European Commission's use of Article 22 to review the deal despite it falling below standard merger thresholds.

This legal battle highlights the evolving nature of competition policy in the AI era. Regulators fear "killer acquisitions" where large companies buy promising startups to eliminate future competition, while tech firms argue excessive scrutiny stifles innovation.

Nations form strategic partnerships

Not all regulatory developments are creating friction. The UK and India have strengthened their technological cooperation through agreements focusing on next-generation telecommunications, AI, and space technology.

The collaboration includes establishing Joint Centres of Excellence for telecom cybersecurity and AI in telecommunications. Such partnerships demonstrate how countries are positioning themselves in the global AI landscape through strategic alliances rather than going it alone.

Real-world implementations take shape

Essex Police is set to implement AI-powered cameras to detect drivers using mobile phones and not wearing seatbelts. This deployment showcases AI's expanding role in public safety applications while raising important questions about privacy and the appropriate balance between automated enforcement and human oversight.

Industries adapt to changing landscapes

The upcoming London Book Fair 2025 will focus heavily on AI's impact on publishing alongside initiatives to address declining youth readership.

Meanwhile, the entertainment industry faces significant challenges due to AI's growing capabilities in content creation. A study estimates that human creators could experience 21-24% revenue loss by 2028 due to AI-generated content. Industry leaders are proposing revenue sharing models as they adapt to this shifting landscape.

The path forward

As we observe these developments, certain patterns emerge:

First, the most transformative AI applications may be those solving specific, high-value problems rather than general-purpose tools. Second, regulatory approaches are diverging globally, creating potential "regulatory arbitrage" where companies choose jurisdictions based on their AI governance stance. Third, stakeholders across industries are working to develop new economic models that account for AI's capabilities.

The central question for businesses is not whether to engage with AI, but how to do so in a way that creates sustainable competitive advantage while navigating an evolving regulatory landscape. Companies that can identify specific, high-value problems where AI offers unique solutions – while adapting to regional requirements – will likely find the most success in this next phase of implementation.

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