
Hello and welcome
Today Google upgrades its AI note‑taker with narrated slide videos, OpenAI turns ChatGPT into a step‑by‑step study buddy, and Nvidia places a giant chip order as China sales reopen. Spotify hints at a fully conversational interface, Visa explains why AI and stablecoins matter for payments, and Google agrees to an EU code of practice even though it is not thrilled about the details. Let’s get into it.

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1. NotebookLM launches Video Overviews for quick learning
Google’s personalized research tool NotebookLM now lets you turn any notebook into a short narrated slide show called a Video Overview. The AI host pulls diagrams, quotes, numbers, and fresh visuals from your documents, targets the material to your goals, and rolls out to all English users today with more languages coming soon. The redesigned Studio panel also lets you store multiple outputs of every type so you can keep several Audio or Video Overviews in the same project.

2. ChatGPT Study Mode guides students instead of giving answers
OpenAI’s new Study Mode, live for Free, Plus, Pro, and Team users, replaces direct answers with Socratic questions, hints, and quizzes that adapt to each learner. Built with teachers and learning‑science experts, it personalizes difficulty, inserts knowledge checks, and can be toggled on and off in any chat. Early testers say the mode feels like round‑the‑clock office hours and helps them finally grasp tough topics such as positional encodings.

3. Nvidia orders 300 000 H20 chips as China ban eases
Nvidia just booked 300 000 H20 AI chips from TSMC to meet pent‑up demand after U.S. export rules were relaxed. The H20 is a slightly slower part tailored to comply with earlier restrictions, and deliveries are expected to start soon now that Washington has signaled it will grant licenses. The purchase adds to Nvidia’s existing inventory and underscores the size of the Chinese AI market.

4. Spotify plans a much chattier voice assistant
During its Q2 earnings call Spotify’s Chief Product and Technology Officer Gustav Söderström said the company is gathering a rich new dataset from its AI DJ feature and expects “much more interactive” voice experiences. Future releases will let users talk naturally to select tracks or podcasts while the system reasons over listening history instead of only predicting next songs. Spotify ended the quarter with 276 million paying customers and 696 million monthly users.

5. Visa CEO bets on AI tools and stablecoins to move money
On Visa’s Q3 earnings call CEO Ryan McInerney highlighted double‑digit revenue growth and said the firm is investing heavily in AI APIs that plug into merchant checkouts, faster fraud tools, and a “network of networks” approach that will support cards, wallets, and even stablecoin spending. Visa Flexible Credential aims to bundle multiple funding sources under one card, and the company is already piloting stablecoin settlement stacks with partners.

6. Google signs EU AI code of practice despite reservations
Alphabet’s Global Affairs president Kent Walker confirmed that Google will sign the EU’s voluntary code meant to clarify compliance with the forthcoming AI Act, offering guidelines on training‑data summaries and copyright respect. Walker warned that aspects of the Act and the code could slow model development if they reveal trade secrets or delay approvals, but said Google hopes the framework will still give Europeans secure access to top AI tools.

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