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Trump, AI chip and Senate Democrats
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Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.
Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.
But now, as National Security Adviser Jake Sullivan declared that September, “we must maintain as large of a lead as possible ...
The top two players each held roughly 25 per cent of the 2024 market, followed by Tencent and Huawei, IDC says.
As some in the US agonize over the country's pace in the "AI race," it seems China is already standing at the podium.
4don MSN
Exclusive: US embeds trackers in AI chip shipments to catch diversions to China, sources say
U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at ...
Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...
3don MSN
AI experts return from China stunned: The U.S. grid is so weak, the race may already be over
China is “set up to hit grand slams,” longtime Chinese energy expert David Fishman told Fortune. “The U.S., at best, can get ...
In the fast-paced AI wars, time is precious. So when Google last month said it would pay Windsurf $2.4 billion to license the ...
Experts say that China has no power supply issues, allowing it to build as many data centers as it wants without worrying ...
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