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AI Daily Brief — 15 February 2025

Saturday delivered the formal Korean DeepSeek removal at 6 pm local time. Munich Security Conference Day 2 turned to deep-tech defense — AI’s role in military systems, cybersecurity, and election-disinformation — at MSC’s largest-ever attendance (50+ heads of state, 150 ministers). Fallout from Vance’s Friday speech continued through weekend coverage. The Altman-Musk weekend exchange evolved into a conditional offer: Musk’s lawyers told a court he would drop the $97.4-billion bid if OpenAI’s board agreed to abandon the planned nonprofit-to-for-profit conversion. Markets prepared for xAI’s Monday Grok 3 reveal.

Top stories

  • South Korea pulls DeepSeek from Apple App Store and Google Play. Removal effective 6 pm local time Saturday. PIPC found the Hangzhou firm had failed to comply with personal-data protection rules — lacking transparency on third-party data transfers and collecting excessive personal information. Already-installed apps remained usable; new downloads were blocked pending privacy review. via Al Jazeera · via The Register
  • Munich Security Conference Day 2 — deep-tech defense in focus. Largest-ever MSC attendance: 50+ heads of state, 150 ministers. High-level roundtable on building a robust deep-tech innovation ecosystem for defense across the EU and NATO. AI’s role in military systems, cybersecurity, and election-disinformation dominant technology threads. via IE Center for Governance of Change
  • Musk offers to withdraw $97B OpenAI bid if board halts for-profit conversion. Musk’s lawyers told a court he would drop the bid if OpenAI’s board agreed to abandon the nonprofit-to-for-profit transition — framing the offer as a forcing function on the conversion rather than a takeover attempt. Altman dismissed the conditional as further evidence the bid was competitive tactics. via Fortune
  • Vance Munich speech fallout reverberates through Saturday. The “opening salvo in a trans-Atlantic divorce” framing dominated weekend coverage. Scholz’s Saturday morning rebuke, citing Germany’s National-Socialist past as reason for the AfD firewall, set the tone for the rest of the conference. via Washington Post

Who shipped

No new flagship model on Saturday. xAI’s Grok 3 reveal was teed up for Monday/Tuesday Feb 17-18 — 10x Grok 2 compute, 200K-GPU Colossus training, plus a Grok 3 mini reasoning variant. Perplexity had released Sonar (Llama 3.3 70B-based) on Feb 11; R1-1776 (DeepSeek-R1 post-trained, Apache 2.0) would land Feb 18.

Open-source pulse

Existing DeepSeek installations in Korea remained functional; new downloads blocked. The R1 reasoning model continued spreading across NVIDIA NIM, Microsoft Azure Foundry, and Chinese cloud deployments — Western regulatory action targeted distribution, not the open weights themselves.

Money, infra & hardware

The Trump administration’s Jan 14 Section-232 proclamation imposing a 25% tariff on certain advanced computing chips (NVIDIA H200, AMD MI325X among them) — effective Jan 15 with carve-outs for US data centers, R&D, startups, and public-sector use — remained the live trade backdrop through Feb 15 weekend coverage of AI supply chains, with broader semiconductor tariff escalation flagged as upcoming. via Pillsbury

Quiet corners

arXiv announcement system paused for the weekend. Altman’s mid-February GPT-4.5 / GPT-5 roadmap and reports that Anthropic was closing a round valuing it at roughly $60 billion alongside SoftBank’s $40-billion OpenAI commitment continued to shape frontier-lab discussion through the weekend.

By the numbers

  • 6 pm local — DeepSeek Korean app-store removal effective time
  • 50+ / 150 — Munich heads of state / ministers (record attendance)
  • $97.4B — Musk’s conditional offer to withdraw bid
  • Most-mentioned company: DeepSeek

Compiled by AI Feed’s editor from verified web sources for 15 February 2025.