Amid China’s push for semiconductor self-reliance, Huawei is gearing up to roll out a flurry of major updates in late November. Citing Shanghai Securities News, the South China Morning Post reports that the tech giant is set to unveil a new AI infrastructure technology on Friday (Nov. 21) that cou...

As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

As China pushes to catch up with the U.S. in the AI race, local tech giants are answering the call with a steady stream of AI chip launches. Huawei has unveiled its Ascend AI chips, planning regular releases through 2028, while Baidu, at its World Conference on November 13, revealed it will roll out...

Beijing’s latest push for tech self-reliance might be backfiring. After reportedly ordering all state-backed data centers to use only domestic AI chips—effectively shutting out NVIDIA—China could now be facing a deepening chip crunch. According to The Wall Street Journal, the shortage has beco...

Shortly after reporting record Q3 sales and forecasting even higher Q4 revenue on the AI boom, AMD painted a more bullish, concrete growth picture at its first analyst day in three years, according to Reuters and CNBC. The chipmaker now expects annual data center chip revenue to hit $100 billion wit...