Former US Officials Misinterpret Regulations on Manus Meta Divestiture
Ah yeah. This despite some former USG officials apparently not understanding how US regulations work in comments about the Manus Meta divestiture order...
Tencent's AI Praised, Thanks to Anthropic Influence
Chinese tech giant Tencent’s latest AI model has generated positive reviews from developers. But the company probably owes some of that success to Anthropic. https://t.co/VtygsEjmFB
Lightelligence Launches Hong Kong IPO, Raises $323M
Lightelligence, a Chinese optical-computing provider, is set to begin trading in Hong Kong on Tuesday after raising $323 million in an IPO https://t.co/zbtkjcpbnq
Xi Blocks Meta Deal, Echoing CFIUS’s Power
Xi Tests China’s Reach by Blocking Meta Deal That’s Already Done Just like CFIUS has done for many years... https://t.co/iPzbSXPGRE
Musk Vs. Altman: Can a Fair Jury Exist?
Elon Musk and Sam Altman are about to face off in court. Is an impartial jury even possible? https://t.co/quWDFFCLz0
Meta's Integrated Manus Team Makes Split Unclear
It is not clear how such a transaction would be unwound. Meta has described the two teams as “deeply integrated.” Members of the Manus team have been working alongside colleagues from Meta at the company’s office in Singapore. This is going...
OpenClaw Adopts DeepSeek V4 Amid Huawei Partnership Scrutiny
OpenClaw adds DeepSeek V4 models as tech world assesses Huawei tie-up Wait, who is winning? https://t.co/BPLmMcLr42
Foreign Buyers Split: Cheap Chinese Lidars Vs. Non‑China Production
Some foreign clients are willing to purchase lidars from Robosense's Chinese production lines, which usually have a smaller price tag, while others insist on a "in global, for global" approach of production outside of China for markets outside of China....
China Blocks Foreign Takeover of Manus Project
Whoa Office of the Working Mechanism for Security Review of Foreign Investment (NDRC) Issues a Security Review Decision on the Foreign Acquisition of the Manus Project The Office of the Working Mechanism for Security Review of Foreign Investment (NDRC), in accordance with...
Chinese Automakers Have Long Outpaced Tesla in Robotaxi Race
Chinese carmakers take on Tesla in race for robotaxi supremacy No kidding, they have been doing it for years.... https://t.co/doyHIKfYPz
White House Calls for Boosted Grid Infrastructure Production
Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Grid Infrastructure, Equipment, and Supply Chain Capacity – The White House https://t.co/I8umyQLgYR
NVIDIA's Feynman GPU to Split Production Between TSM
Current rumors suggest that the Feynman GPU core will remain with TSMC, while the communication I/O die may shift to Intel’s 18A or 14A process. In addition, 25% of the GPUs are expected to use Intel’s EMIB advanced packaging technology.
Export Controls Drove Cheaper V4 via Algorithmic Hacks
Export controls working? Yes sort of and...no, because that constraint forced them to innovate on the algorithms side. They came up with algorithmic unlocks that let them train and run V4 at a fraction of the price, even with nerfed...
US State Dept Issues Global Alert on Chinese AI Theft
Exclusive: US State Dept orders global warning about alleged AI thefts by DeepSeek, other Chinese firms https://t.co/pddPI6zgPF
Cursor's SpaceX, Anthropic Deal Highlights Massive Compute Costs
Behind Cursor’s Deal With SpaceX, Anthropic and Compute Costs Loomed Large — The Information https://t.co/pfTwNxybKN
Musk Vs. Altman: Legal Showdown Heads to Court
Elon Musk’s Legal War With OpenAI’s Sam Altman Set for Showdown in Court — The Information https://t.co/wrrgLX2xOu
Iran Conflict Depletes US Weapons, Cuts China Rare‑earth Supply
Iran War Has Drained U.S. Supplies of Critical, Costly Weapons Amazingly, no mention of rare earths magnets. All the missile system use, produced all now cut off from China sources. https://t.co/6vpOGXJPZt via @NYTimes
China Bars Unapproved US Tech Investment After Meta Deal
China to Curb US Investment in Tech Companies After Meta Deal Agencies including the National Development and Reform Commission have told several private firms they should reject capital of US origin in funding rounds unless explicitly approved https://t.co/2vTEIkjAgp
Intel Capitalizes on AI-Driven CPU Resurgence, China Lags
How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands https://t.co/lRphpWagbK
Congress' Massive Export Crackdown Fails to Shield US Chips
Tech war: US Congress rolls out ‘largest’ export control upgrade against China Let's be clear, this does nothing to "protect" the US semiconductor industry.. https://t.co/ic51dxC2bF
OpenAI's AI Strategy Overlooks Asia‑Scale Blind Spot
OpenAI's blueprint for the AI age has a blind spot the size of Asia https://t.co/Lh6pBQYbBN via @NikkeiAsia
Metrics Miss Full Installed Base and Real Compute Deployment
This does not reflect full historical installed base or how existing compute is actually being deployed...
SoftBank's New Memory Chip Venture Gains Government, Industry
SoftBank's next-generation semiconductor memory company government to support RIKEN, Fujitsu, etc. also solidify investment https://t.co/s7WUUwhf0M
Huawei Secures 19 Critical‑Sector Certifications, Outpacing Spanish Firms
CNI certifies 19 Huawei products for use in critical sectors such as defense With more than 70 devices in April, it far exceeds the certifications obtained by Spanish companies Clean network? https://t.co/tWRMNbiOR6
Harsh Tactics Boost Chinese Self‑reliance, Risk Western Relevance
"Every blunt instrument applied accelerates Chinese indigenization, strains allied relationships, and narrows the window in which Western equipment remains indispensable." Those advocating for MATCH Act taking narrow view, ignoring massive collateral damage. https://t.co/98q7VvFemB
Avoid Geographic Silos: Foster Free AI Idea Exchange
The AI Science Separation “It’ll be a massive loss if researchers get into geographical siloes and don’t freely cross pollinate ideas,” Rao says. No kidding... https://t.co/VvWR05BnZR
Google Partners with Marvell for Next‑gen AI Inference Chips
Google in Talks With Marvell to Build New AI Chips for Inference — The Information https://t.co/yPq06Iptig
Anthropic CEO Backs US AI Use to Topple Dictators
Anthropic chief Dario Amodei: ‘I don’t want AI turned on our own people’ We’re excited for the US government to use this technology,” he says, suggesting it could help “dissolve” authoritarian regimes. “ https://t.co/NQHW7UsdnX via @ft
Recursive Superintelligence Secures $500M, $4B Valuation
Months-old start-up Recursive Superintelligence raises $500mn for self-teaching AI Group founded by former engineers at DeepMind and OpenAI secures $4bn valuation in deal with Google’s venture arm and Nvidia https://t.co/mvU224DyQj via @ft
Chinese Biotech's Global Surge May Hinge on AI
China’s drug makers are speeding up – will AI be their secret weapon? Chinese biotech firms are striking big global deals as drug makers, but could artificial intelligence take them to the next level? No "overcapacity" here.... https://t.co/sktFORaVey via @scmpnews
AI Boosts, Not Displaces, China's Software Market
AI is not eating up China’s software market but turbocharging it: HSBC analyst | South China Morning Post https://t.co/sNeee6iUfZ
BYD Seeks EU Lobby Seat Amid EV Tariff Pressures
BYD is in talks to join Europe’s car lobby group, a move that would give the Chinese automaker a voice in the region where it faces tariffs on its electric-vehicle imports https://t.co/Pi7zP3bsiq
US Growth Rides on Fragile TSMC Dependence
With robust resilient global supply chains, American growth has seen record gains, including with 90 percent dependence on TSMC for advanced node production. No one explains how much manufacturing will strengthen the economy and at what cost, economics matter....
US Blocks Chinese LED Chipmaker’s Dutch Acquisition
Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition The specific national security concern not clear. What about " small yard, high fence"? LEDs? https://t.co/4JNTUcmAyP
AI Redefines TSMC’s Capacity and Global Strategy
In other words, TSMC is no longer dealing with a normal semiconductor cycle. It is dealing with a structural reallocation of capacity. AI is reshaping the logic of semiconductor capital spending, extending the lifecycle of leading-edge process nodes, and even changing...
China’s Drug Innovation Surge Defies Industrial Policy Narrative
China Is Now a Global Drug Innovation Powerhouse. Industrial Policy Had Little to Do with It. .....industrial policies like Made in China 2025 played a negligible role... https://t.co/MKyZ6auvAS
Experts Slam Non‑specialist Analogies in AI Debate
I love it when podcast hosts and newsletter compilers cite other non industry or non expert sources on a complex issue to try and dispute one of the architects of the entire AI revolution... Jensen on nuclear weapons analogy: "Comparing...
Mutual Export Controls Harm US, China—Time for Careful Rollback
As I have noted in several posts over the past year, there is a growing recognition that both the US and China have pushed export controls to levels that are damaging to each other’s economies. A Deal Waiting to Be...
Anthropic CEO to Discuss Pentagon Dispute with White House
Anthropic CEO to meet White House chief of staff amid Pentagon dispute, Axios reports - https://t.co/JeVknmFC2Q
DeepSeek Seeks First External Funding to Boost AI Compute
DeepSeek in talks to raise outside capital for first time, seeking to beef up its financial war chest so it can better compete in the costly battle to develop leading AI models.... That will buy lot of compute... https://t.co/8YciEvxn9J
Anthropic to Quadruple London Staff Amid US Tensions
Anthropic Plots Major London Expansion As tensions with the US government mount, Anthropic has leased a new office with enough space to quadruple its 200-person head count in London. https://t.co/EDUGMd1bgO
Ganfeng Profits Surge on Booming EV and AI Storage Demand
China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars The world’s top lithium producer forecasts a strong turnaround as global decarbonisation and AI-driven energy storage fuel demand https://t.co/ugavTV7WR5 via @scmpnews
China Doubles AI‑Science Compute Without US Chips
China doubles ‘AI for science’ computing scale in 2 months using no US chips | South China Morning Post https://t.co/3H0S5aW1UM
Google, Pentagon Negotiate Secret AI Contract, Mending Military Ties
Google and Pentagon Discuss Classified AI Deal as Company Rebuilds Military Ties — The Information https://t.co/hHvbCxnlot
TSMC Signals New LPU Bid, Samsung's Groq Order Uncertain
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last https://t.co/hGNZ3E1yBn
Mythos Built on Modest, Globally Accessible Compute Resources
Great rejoinder to some of the worst analysis of the implications of Mythos from the predictable quarters... "First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of...
Musk Flips on TikTok, Gains 120K Followers
From ‘probing minds’ to verified account: how Musk’s stance on TikTok shifted The billionaire’s surprising return to TikTok reveals his evolving tech diplomacy, with his account quickly gaining 120,000 followers The National Emergency finally over? https://t.co/UkIcFIOrHs https://t.co/sDmkGikJLX
Yellen: No Dollar Alternative, US‑China Must Team on AI
Yellen says ‘no alternative’ to dollar, urges US-China cooperation for sake of the world Regarding US-China collaboration, Yellen singled out AI as an area with significant threats, requiring US and China to cooperate to ensure the safety of AI systems. “We...
China Trials Deep-Sea Submarine Cable Cutter at 3,500 M
China tests submarine cable cutter at 3,500-metre depth Maybe "salvage" and "maintenance" vice "cutter", the cutting is not the primarily capability.... https://t.co/i2Wo4yNkyq
Dishan Technology Near 2nm AI Chip, 40% More Efficient
China’s Dishan Technology nears 2nm AI chip breakthrough, reports say Shanghai-based start-up says its chip design is likely to improve energy efficiency by 40 per cent compared with its predecessor Technology finds a way around controls, eventually... https://t.co/gaSkdYcIks