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Anna's Daybreak News

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Tuesday, 5:23 AM

July 15, 2025

Good morning news friend! Step into the stories shaping today—and setting the tone for tomorrow. 📰🌟

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Nvidia to Restart AI Chip Sales in China

Nvidia will resume sales of its H20 AI chip to China after receiving U.S. export license approvals, reversing a ban in place since April 2025.

The company wrote off $5.5 billion in inventory and lost $15 billion in sales due to earlier restrictions. Alongside H20 shipments, Nvidia will launch the RTX Pro chip, designed for China and compliant with U.S. rules, targeting smart factories and logistics at a lower price.

Nvidia’s market share in China had fallen nearly 50%, but analysts expect the lifted ban to boost its position and AI growth. This shift reflects improving U.S.-China trade relations and evolving tech policy dynamics.

Sources: Reuters, Bloomberg, Businessinsider, CNBC.

China’s Growth Holds at 5.2%

China’s GDP grew 5.2% in Q2 2025, driven by strong exports despite weak consumer demand. Industrial output rose 6.8% in June, while retail sales slowed to 4.8%.

Fixed-asset investment grew 2.8% for H1, with property investment declining 11.2%. Urban unemployment held at 5%. Exports remained resilient despite a 24% drop to the U.S., helped by a trade truce and front-loaded shipments.

Producer prices fell at the fastest pace in nearly two years; consumer prices barely rose in June. The government plans over 7 trillion yuan in bonds to fund infrastructure, avoiding broad monetary easing.

Growth is expected to slow to 4.0% by year-end amid fading exports and weak domestic demand.

Sources: Bloomberg, Reuters, France24, Co, Bloomberg.

Pentagon Going After China’s Rare Earth Monopoly

The U.S. Department of Defense bought $400 million in MP Materials, becoming its largest shareholder with 15%. MP Materials operates the only U.S. rare earth mine at Mountain Pass, California, producing minerals vital for tech and military uses.

The company shifted from exporting to China to focusing on domestic supply due to trade tensions and tariffs. The DoD deal includes warrants to buy shares and sets a $110/kg price floor for neodymium-praseodymium oxide, with government risk-sharing on prices.

MP will invest $600 million to build a new plant, backed by a $1 billion loan and DoD's purchase guarantees. This aims to reduce U.S. reliance on China’s rare earth dominance.

Sources: Procurementmag, Bnnbloomberg, Ainvest, Ndtv.

Supreme Court Clears Path for Trump to Slash Education Department

The Supreme Court allowed the Trump administration to resume layoffs of nearly 1,400 Education Department employees, about one-third of its staff, reversing a federal judge's injunction.

Layoffs began in March, with affected workers on paid leave. Trump aims to reduce federal involvement in education by shifting functions to states and other agencies, including moving student loan management ($1.6 trillion portfolio) to the Small Business Administration and special education to Health and Human Services.

Opponents—including 21 Democratic attorneys general, school districts, and unions—argue the cuts threaten critical programs and lack Congressional approval. The 6-3 ruling was issued without full briefing.

Sources: AP News, France24, AXIOS, Cbsnews.

Clues to Predicting Alzheimer’s

Studies in 2023–2024 reveal that slower speech rate and increased pauses can indicate early Alzheimer’s before memory decline. A 125-person study linked slower, hesitant speech with lower cognitive scores and older age.

Another study of 238 adults found slow speech correlated with higher tau protein levels, a key Alzheimer’s marker, even without memory issues. Amyloid plaques raise speech difficulty risk by 1.2 times. AI models predict Alzheimer’s diagnosis with 78.5% accuracy using speech patterns alone.

Researchers propose incorporating speech speed tests in elder care for early detection, though longer studies are needed to monitor speech changes over time.

Sources: Sciencealert, DailyRecord, Nih, Thestar.

Discovering the Hemifusome

Scientists discovered a new organelle called the hemifusome inside mammalian cells. It consists of paired vesicles separated by a hemifusion diaphragm and makes up about 10% of vesicular organelles at cell edges.

Hemifusomes serve as sorting and transfer hubs for cellular cargo but do not follow typical endocytic pathways. Researchers used cryogenic electron tomography and gold nanoparticle tracking to reveal their unique function across humans, monkeys, rats, and mice.

The hemifusome may play a role in diseases like Hermansky-Pudlak syndrome, linked to defects in cellular cargo handling. This finding opens new avenues for understanding cell biology and developing treatments for genetic disorders.

Sources: Sciencealert, Uvahealth, Drugtargetreview, Sci.

“A fool comes to ruin mostly from a lack of thinking. He's the sort of fellow who will spend all day weighing a feather and no time at all weighing a ton of bricks. A wise man, on the other hand, chews on a problem in proportion to its size, always suspecting that the biggest troubles are the ones that don't make much noise at first.”

Did you know we also write in-depth deep dives? They are long, packed with insights, and have received rave reviews. If you’re up for a detailed, action-packed read, check them out:

• The American Healthcare System

• The Social Security Crisis - Anatomy of a Shortfall

• America’s Housing Paradox - An Analysis of the US Housing Market

Baked with love,

Anna Eisenberg ❤️