On March 13, ByteDance, the parent company of TikTok, began assembling computing power using high-end Nvidia chips outside of China, aiming to compete with tech giants like Google and OpenAI. On March 20, U.S. prosecutors accused Super Micro Computer executives of illegally smuggling AI servers to China. By March 24, Alibaba announced the launch of its new AI chip, while customer testing of Huawei's new chip was progressing well. By March 30, Mistral AI raised $830 million to build a Nvidia-powered data center.
Intel is set to launch its first commercial PCs built on the advanced 18A manufacturing process on March 31, featuring the Core Ultra Series 3 and vPro platforms. This rollout is a pivotal moment for the company as it seeks to regain semiconductor leadership and validate its foundry business strategy. Dell will be…
Read the full storyArm Holdings is preparing to manufacture its own computer chips, naming the new processor the "AGI CPU," marking a significant departure from its traditional licensing model. Following the announcement and positive revenue guidance, the company's stock surged 15.8% to $156.36, its best single-day performance in a…
Morgan Stanley has reiterated its "Overweight" rating on Alibaba (BABA), maintaining a price target of $180 per share. The endorsement follows the unveiling of the XuanTie C950, a next-generation 5nm AI chip developed by Alibaba's T-Head division. This new hardware offers 3 times the performance of its predecessor,…
The United States government has implemented a ban on the import and sale of new foreign-made consumer internet routers, citing significant national security concerns. This move is primarily driven by risks associated with foreign-made firmware and hardware, alongside a strategic push to encourage domestic electronics…
Nvidia CEO Jensen Huang confirmed during the GTC event that the company has received actual purchase orders for its advanced H200 processors from customers in China. Following the acquisition of necessary licenses, the company is now actively ramping up its supply chain to support production specifically tailored for…