Subject


Artificial Intelligence


2025-09-04

[News] Chinese Cloud Giants Reportedly Pursue NVIDIA’s H20 Despite Pressure, Eye B30A as Good Deal

Artificial Intelligence

Despite geopolitical headwinds, NVIDIA’s H20 AI chip remains in strong demand among Chinese cloud giants. According to Reuters, Alibaba, ByteDance, and other major tech firms are still actively seeking to secure the chip, even as Beijing pressures them to scale back such purchases. Notably, Reu...

2025-09-04

[News] Google Reportedly Courts Smaller CSPs to Host TPUs, Taking Aim at NVIDIA

Artificial Intelligence

According to The Information, citing sources, Google has recently approached smaller cloud providers that primarily lease NVIDIA chips, urging them to also host its AI processors in their data centers. As the report notes, the goal may be to encourage adoption of Google’s TPUs, which might place G...

2025-09-02

[News] Samsung Reportedly Plans Big September Reveal: Tri-Fold Phone, XR Headset, AI Smart Glasses

Artificial Intelligence

According to PCMag, citing ZDNet, sources say Samsung may unveil a tri-fold smartphone, the Project Moohan XR headset, and AI smart glasses at an Unpacked event in South Korea, possibly on September 29. Rumors of a tri-fold phone, and the Project Moohan headset, developed with Google and Qualcom...

2025-09-02

[News] Alibaba Reportedly Unveils AI Chip Rivaling NVIDIA’s H20, Boosting Taiwan’s Server ODM Inventec

Artificial Intelligence

According to Economic Daily News, citing Wall Street Journal, sources say Alibaba has introduced a new AI chip that is more versatile than its predecessors, aiming to fill the gap left after NVIDIA faced regulatory hurdles in selling to China. The chip, currently in testing, is reportedly produced b...

2025-08-27

[News] Is Cambricon the Next NVIDIA or Unsustainable Growth Story? Three Key Risks Behind the Epic Rally

Artificial Intelligence

China’s AI chip rising star Cambricon has become the market sensation these days, with its market cap briefly hitting RMB 580 billion, surpassing SMIC and even Taiwan’s MediaTek, reports Business Today. Dubbed China’s NVIDIA, it trades at an eye-popping trailing 12-month P/E above 4,000—comp...

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