AI's Global Race Heats Up: China's Progress and Major Tech Investments!
Analysis
Key Takeaways
“Google DeepMind CEO suggests China's AI models are only a few months behind the US, showing the rapid global convergence.”
“Google DeepMind CEO suggests China's AI models are only a few months behind the US, showing the rapid global convergence.”
“Suppliers of key components are temporarily halting production.”
“Suppliers of parts for Nvidia's H200 chips ...”
“"So another question is 'can the semiconductor industry be good for three, four, five years in a row?' I'll tell you the truth, I don't know. But I look at the AI, it looks like it's going to be like an endless -- I mean, that for many years to come."”
“The pace of big funding rounds continued to hold up at brisk levels this past week...”
“At CES 2026, sleek new laptops dazzled...”
“TSMC's report revealed optimistic business prospects and record-breaking capital expenditure plans for this year, injecting substantial optimism into the market.”
“Nvidia CEO Jensen Huang is taking the unprecedented step of 'directly securing land' with TSMC.”
“SiFive has announced a partnership with NVIDIA to integrate NVIDIA’s NVLink Fusion interconnect technology into its forthcoming silicon platforms.”
“President Donald Trump signed a presidential proclamation this Wednesday, imposing a 25% tariff on advanced AI chips produced outside the US, transported through the US, and then exported to third-country customers.”
“But now the iPhone maker is struggling …”
“Standing beside him, Huang Renxun immediately responded, "That's right!"”
“The article states: "Chip supply shortages will continue for another two years."”
“RISC-V will become the mainstream computing system of the next era, and it is a key opportunity for the country's computing chip to achieve overtaking.”
“TSMC reports Q4 net profit up 35% YoY to a record ~$16B, handily beating estimates, as it benefited from surging demand for AI chips”
“No direct quote available as the article is a headline with no cited content.”
“OpenAI will add Cerebras' chips to its computing infrastructure to improve the response speed of AI.”
“OpenAI will use Cerebras’ chips to power its ChatGPT.”
“The author mentioned, 'I realized I knew nothing' about Lenzo, indicating an initial lack of knowledge, driving the exploration.”
“These engineering marvels are a new species of infrastructure: supercomputers designed to train and run large language models at mind-bending scale, complete with their own specialized chips, cooling systems, and even energy…”
“CES 2026 is in full swing in Las Vegas, with the show floor open to the public after a packed couple of days occupied by press conferences from the likes of Nvidia, Sony, and AMD and previews from Sunday’s Unveiled event.”
“Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval stateside and from Beijing remains uncertain.”
“テキストと音声をシームレスに扱うスマホでも利用できるレベルの超軽量モデルを、Apple Siliconのローカル環境で爆速で動かすための手順をまとめました。”
“T3出行全量业务成功迁移至腾讯云,创行业最大规模纪录 (T3 Mobility's full business successfully migrated to Tencent Cloud, setting an industry record for the largest scale)”
“Grok is undressing anyone”
“Advanced Micro Devices (AMD.O) CEO Lisa Su showed off a number of the company's AI chips on Monday at the CES trade show in Las Vegas”
“Analysts expect Samsung's Q4 operating profit to jump 160% YoY to ~$11.7B, driven by a severe global shortage of memory chips amid booming AI demand”
“"Marvell和英特尔正在加快步伐,但Melius依然最看好英伟达和博通。"”
“Will AI Max Plus chips make seriously powerful handhelds more affordable?”
“AMD introduced the Ryzen AI 400 Series processor (below), the latest iteration of its AI-powered personal computer chips, at the annual CES electronics conference in Las Vegas.”
“AMD announced the latest version of its AI-powered PC chips designed for a variety of tasks from gaming to content creation and multitasking.”
“先代Blackwell比で推論コストを10分の1に低減する”
“AI chips, humanoid robots, AI glasses, and AI home appliances—this article gives you an exclusive preview of the core highlights of CES 2026.”
“AI芯片、人形机器人、AI眼镜、AI家电,一文带你提前剧透CES 2026的核心亮点。”
“Given that 90%+ of the advanced chips used for ai are made exclusively in Taiwan, where is this all going?”
“Expect plenty of laptops, smart home tech, and TVs — and lots of robots.”
“N/A (No direct quotes are present in the provided article snippet)”
“Analysts warn that prices of smartphones, laptops, and home electronics could increase by 10% to 20% overall by 2026.”
“Oracle is facing a tricky problem: the company has promised to build a large-scale chip computing power data center for OpenAI, but lacks sufficient cash flow to support the project. So far, Oracle can still pay for the early costs of the physical infrastructure of the data center, but it urgently needs to purchase a large number of Nvidia chips to support the training of OpenAI's large models and the commercial computing power of ChatGPT.”
“Kunlunxin filed confidentially for a Hong Kong listing, giving Baidu a new funding route for AI chips as China pushes semiconductor self-reliance.”
“"The first GPU stock in Hong Kong" is listed, and domestic AI chips are moving towards a larger stage.”
“Brookfield Asset Management Ltd., one of the world’s largest alternative investment management firms, could become an unlikely rival to cloud infrastructure giants such as Amazon Web Services Inc. and Microsoft Corp.”
“The article does not contain any direct quotes.”
“The article mentions that the researcher, David Noel Ng, shared his experience of purchasing a server equipped with H100 and GH200 at a very low price and transforming it into a home AI desktop PC.”
“The article itself doesn't contain direct quotes, but it reports on claims of performance and investment plans.”
“Chips mixes notions from control theory and general purpose programming languages to generate robust component-based models.”
“The entire industry is now on the eve of an explosion. Currently, it is the construction period of the low-orbit satellite constellation, and it will soon enter commercial operation, at which time the application scenarios will be greatly enriched, and the demand will increase exponentially.”
“The article likely discusses the supply and demand dynamics of AI chips and their impact on the cost of consumer electronics.”
“"As a business unit within Qualcomm, Arduino continues to make independent decisions on its product portfolio, with no direction imposed on where it should or should not go," Bedi said. "Everything that Arduino builds will remain open and openly available to developers, with design engineers, students and makers continuing to be the primary focus.... Developers who had mastered basic embedded workflows were now asking how to run large language models at the edge and work with artificial intelligence for vision and voice, with an open source mindset," he said.”
“GPU architecture simply cannot meet the low-latency needs of the inference market; off-chip HBM memory is simply too slow.”
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