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China’s lesson for the US: it takes more than chips to win the AI race

When Alibaba Group Holding’s CEO Eddie Wu Yongming took the stage at the company’s annual Apsara conference in Hangzhou on…

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New Business

Soaring valuations among China’s sizzling chip, AI-related stocks test investors’ patience

China’s chip stocks have staged a world-beating rally in the past few months on the nation’s self-sufficiency push, but some…

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AMD shares surge 24% after signing AI chip-supply deal with OpenAI

Advanced Micro Devices (AMD) will supply artificial intelligence chips to OpenAI in a multi-year deal that would bring in tens…

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Opinion | Why the clock is ticking on the Fed-fuelled AI bubble

The AI bubble is entering extra time by walling in money and sharing it among key players. As profitable firms…

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China is ‘nanoseconds behind’ US in chips, says Nvidia’s Jensen Huang

Allowing US companies like Nvidia to compete in China fits the interests of both Beijing and Washington, according to Jensen…

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Home-grown heroes: how Huawei and DeepSeek are helping China break reliance on US chips

When Chinese artificial intelligence start-up DeepSeek unveiled an updated foundational model late in August, investors in Nvidia were stunned. Shares…

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Chinese AI chip developer Moore Threads gets go-ahead for Shanghai IPO

Moore Threads Technology, a Chinese developer of graphics processing units (GPUs), on Friday received approval for an initial public offering…

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Tech war: Huawei’s computing cluster to power AI projects, challenge US platforms

The Atlas 950 and Atlas 960 SuperPoDs, as well as the Atlas 950 and Atlas 960 SuperClusters, are expected to…

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New Business

Tech war: Huawei’s AI chip road map bolsters China’s tech self-sufficiency efforts

US-sanctioned Huawei’s disclosure “is educating the market about what’s ahead”, while signalling that the Shenzhen-based company “can match Nvidia’s multi-year…

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New Business

Nvidia bets big on Intel with US$5 billion stake, chip partnership

Nvidia said on Thursday it would invest US$5 billion in Intel, throwing its heft behind the struggling US chipmaker just…

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