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Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.
Experts say that China has no power supply issues, allowing it to build as many data centers as it wants without worrying ...
Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.
The top two players each held roughly 25 per cent of the 2024 market, followed by Tencent and Huawei, IDC says.
But now, as National Security Adviser Jake Sullivan declared that September, “we must maintain as large of a lead as possible ...
As some in the US agonize over the country's pace in the "AI race," it seems China is already standing at the podium.
Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...
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 ...
Several anonymous sources claim that U.S. authorities sometimes implant trackers on AI servers that are bound for export to ...
Smart glasses shipments in China are expected to hit 2.9 million units in 2025. New AI-driven features, lower prices, and ...