Sources and documents: Huawei proposes exporting its high-end Ascend 950-series chips to build Egyptian government AI data centers, testing US tech diplomacy
Huawei Pitches Egypt With AI Chips, Data Center Buildout — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 100.00% Playback Rate
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
Sources: China is discouraging local companies from purchasing Nvidia's H20 chips to help expand the country's semiconductor industry and counter US sanctions
China also doesn't want to hurt its own startups by fully cutting them off from the best (read: Nvidia) chips https://www.bloomberg.com/... Paul Triolo / @pstasiatech : China Urges Local Companies to ...
SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips, or 1M+ units, in China in 2024; Huawei expects to sell ~550K units of its Ascend 910B chips in 2024
firm to sell over one million sanctions-compliant HGX H20 in 2024 Luke Jones / WinBuzzer : NVIDIA's AI Chip Revenue in China to Hit $12 Billion Despite US Restrictions Anusuya Lahiri / Benzinga : Is N...
SK Hynix plans to invest ~$75B in chips through 2028, allocating ~80%, or ~$60B, to manufacturing HBM chips, as part of the parent company SK Group's bet on AI
hopes for AI business boost DigiTimes : SK Hynix aims to lead HBM Market for AI Chips, invests $75 Billion by 2028 Aamir Sheikh / Cryptopolitan : Korea's SK Group will invest $58 billion in AI chip ma...
Google Lens, an in-photo search feature driven by computer vision, is coming to Google Photos and Google Assistant
Google Lens is a super-powered version … Natasha Lomas / TechCrunch : Google has an indoor positioning tech in the works, called VPS Mike Murphy / Quartz : Everything Google announced at its 2017 I/O ...