Subject


Emerging Technologies


2025-12-23

[News] ByteDance Reportedly to Boost 2026 AI Spend to $23B, Plans Preliminary 20K H200 Chips Order

Following reports that NVIDIA is set to start shipping H200 chips to China by mid-February next year, the country’s top tech firms appear to be accelerating their AI investments. The Financial Times reports that ByteDance, TikTok’s parent company, is preparing to boost its AI spending in 2026, w...

2025-12-23

[News] Amazon to Restructure AI Teams, Led by Veteran AWS Leadership

As per media reports on December 18, Amazon has announced a restructuring of its artificial intelligence (AI)–related project teams and the creation of a new business unit to be led by a senior executive from its cloud computing arm. In an internal memo to employees on Wednesday, Amazon CEO And...

2025-12-22

[News] China’s Moore Threads Unveils Huashan AI Chip, Reportedly Takes Aim at NVIDIA’s Hopper

Hot on the heels of the U.S. greenlighting H200 exports to China, the country’s so-called “little NVIDIA,” Moore Threads, has unveiled a new product lineup, headlined by the AI training and inference chip Huashan, aiming to challenge Team Green’s Hopper series, according to the South China M...

2025-12-19

[News] U.S. Council: NVIDIA–Huawei AI Chip Gap Could Reach 17× by 2H27, Yet H200 Exports Risk Aiding China

While Huawei’s AI chips have made rapid strides, a new U.S. council report finds that NVIDIA continues to lead in overall AI hardware performance, with that lead expected to continue. According to a report by the U.S. Council on Foreign Relations, an analysis combining publicly available AI chip p...

2025-12-19

[News] Chinese GPU Makers Pick up Pace in Going Public

MetaX Went Public on Shanghai’s STAR Market on December 17 Late on December 15, MetaX announced that its shares would begin trading on the STAR Market of the Shanghai Stock Exchange on December 17, 2025. As the company has yet to achieve profitability, it will be classified under the STAR Marke...

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