Trump's comments on Taiwan hollowing out the US chip industry are incorrect, and risks opening up a fissure for China to exploit and push its own tech sector
Tim Culpan / Bloomberg :
Nvidia announces AI products and updates, including the DGX GH200 supercomputer platform, gaming features, data center networking tools, and a robotics platform
Watch how Jensen Huang very well explains how industry will digitaly transform, and become digital first. … Alan Vaksman : Clear structured communication is still the key to success in the AI age. — ...
Twitter starts marking Substack links with a warning stating the link “has been identified by Twitter or our partners as being potentially spammy or unsafe”
I can neither confirm nor deny :) — However, this month I'll explore how to fill a complaint with @EU_Commission in terms of anticompetitive practice. … Bill Barol / @billbarol@journa.host : I would...
Study: China led the US in AI research output and quality in 2021, producing ~43,000 papers, about twice as many as the US, with 7,401 of the most-cited papers
Nikkei Asia : Tweets: @tculpan and @noahpinion Tweets: Tim Culpan / @tculpan : On paper, China and the U.S. are neck and neck in AI. In practice, American expertise is much broader and more valuable,...
Ant Group says founder Jack Ma will give up control as the fintech giant nears the completion of its two-year restructuring driven by Chinese regulators
We can't find the page you're looking for. If you typed the URL … Christopher Rugaber / Tech Xplore : China's Ant Group says founder Jack Ma will give up control Igor Bonifacic / Engadget : Jack Ma c...
Apple's plan to use TSMC plants in the US and possibly Europe, a PR victory, buries the truth: capacity will be tiny and the chips will use an older 5nm process
Tim Culpan / Bloomberg : Tweets: @pstasiatech Tweets: Paul Triolo / @pstasiatech : Some commentators correctly point out that the new onshoring effort in the US under the CHIPS Act that has driven TS...
Intel reports Q2 revenue down 22% YoY to $15.32B, vs. $17.92B est., a $454M net loss, and Datacenter and AI revenue down 16% YoY to $4.6B; stock drops 10%+
that Intel cut fab spending to pay dividends while lobbying for tax credits with the CHIPS+ Act — is worth a read. https://twitter.com/... Davos Bro Balding / @baldingsworld : Just to recap, Intel lis...