2026-01-20
Bloomberg
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Demis Hassabis says Chinese AI companies are about six months behind leading western labs and the response to DeepSeek's R1 in 2025 was a “massive overreaction”
Bloomberg:NEW
2025-12-18
Bloomberg
1 related
Documents: OpenAI has sold 700K+ ChatGPT licenses to ~35 US public universities for students and faculty, who used it 14M+ times in September, beating Copilot
Bloomberg :
2025-11-30
Bloomberg
1 related
A look at ChatGPT's impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy
Bloomberg :
2025-11-27
Bloomberg
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Dell, HP, and other tech companies are warning of potential memory-chip supply shortages in the coming year due to demand from the buildout of AI infrastructure
Bloomberg :
2025-11-18
Bloomberg
1 related
Xiaomi President Lu Weibing says the company expects a shortfall in memory chips to push up mobile device prices in 2026, after SMIC's similar warning last week
Bloomberg :
2025-11-11
Bloomberg
1 related
Asahi says shipments are at just 10% of normal levels after a late September cyberattack, and it is processing orders manually, ahead of typically busy December
Bloomberg :
2025-10-13
Bloomberg
Tencent is investing more in shooting games, traditionally dominated by Western players, after Delta Force was a 2024 hit in China and still attracts 30M daily
Bloomberg :
2025-09-29
Bloomberg
3 related
Singapore-based Neptune Robotics, which makes robots to clean the underside of giant ships, raised $52M and aims to use AI to help clean ~150 ships per month
Yuan Gao / Bloomberg :
Bloomberg
3 related
Sources: Huawei aims to produce ~600K of its marquee 910C Ascend chips in 2026, roughly double 2025's level, and raise its Ascend lineup output to 1.6M dies
Yuan Gao / Bloomberg :
2025-08-21
Bloomberg
Analysis: Baidu's stock is trading at a forward P/E ratio of ~9.7, the lowest of any profitable Hang Seng Tech Index company, amid AI competitiveness concerns
Jeanny Yu / Bloomberg :
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