8 h. ago Malaysia reins in data centre growth, complicating China's AI chip access

Malaysia reins in data centre growth, complicating China's AI chip access  Reuters

Politics

18 h. ago Nvidia's China Chip Boom Faces Threat As Beijing Pushes For Homegrown AI

Nvidia's China Chip Boom Faces Threat As Beijing Pushes For Homegrown AI  Benzinga

Events

19 h. ago US consumer inflation heats up but rate cut likely to remain on track

US consumer inflation rose last month to its highest level since January, government data showed on Thursday, although analysts believed that this would not deter the central bank from an interest rate cut next week. The data also underscored cost-of-living pressures on households as President Donald Trump’s tariffs filter through the world’s biggest economy, complicating the Federal Reserve’s role in maintaining stable prices. The consumer price index (CPI) picked up to 2.9 per cent in August,...

Politics

23 h. ago China eyes nationwide AI computing network as tech race with US heats up

China is making progress in unifying the country’s scattered data centres into a nationwide computing network to drive artificial intelligence applications, according to the data centre builders. China’s Open Data Centre Committee (ODCC), an organisation representing the country’s key AI infrastructure investors such as Alibaba Group Holding and China Telecom, hosted a three-day conference this week to discuss how to transform the country’s far-flung data centres into one unified...

Politics

35 h. ago China's chip champions ramp up production of AI accelerators at domestic fabs, but HBM and fab production capacity are towering bottlenecks

China's chip champions ramp up production of AI accelerators at domestic fabs, but HBM and fab production capacity are towering bottlenecks  Tom's Hardware

Sport

56 h. ago Cloud bookings reach US$455 billion, driven by AI demand and major tech deals

Oracle surged to a record high in extended trading after the company posted a major increase in bookings and gave an aggressive outlook for its cloud infrastructure business. Known for its database software, Oracle has recently found success in the competitive cloud computing market. Earlier this summer, it signed an unprecedented commitment with OpenAI for 4.5 gigawatts of data centre capacity – enough energy to power millions of American homes. It also counts companies such as ByteDance’s...

Economics

56 h. ago Oracle shares surge 26% on cloud growth and OpenAI energy deal

Oracle surged to a record high in extended trading after the company posted a major increase in bookings and gave an aggressive outlook for its cloud infrastructure business. Known for its database software, Oracle has recently found success in the competitive cloud computing market. Earlier this summer, it signed an unprecedented commitment with OpenAI for 4.5 gigawatts of data centre capacity – enough energy to power millions of American homes. It also counts companies such as ByteDance’s...

Politics

57 h. ago Trump's AI chip ban has fueled a blistering rally in China's chip and tech stocks — and sparked overheating concerns

Trump's AI chip ban has fueled a blistering rally in China's chip and tech stocks — and sparked overheating concerns  Business Insider

Politics

59 h. ago China’s AI Chip Boom Fuels Rallies in Cambricon, Alibaba Shares

China’s AI Chip Boom Fuels Rallies in Cambricon, Alibaba Shares  Bloomberg.com

Politics

68 h. ago Nvidia Lobbies Against US AI Chip Export Curbs to China, Slams ‘Doomers

Nvidia Lobbies Against US AI Chip Export Curbs to China, Slams ‘Doomers  WebProNews

Politics

3 d. ago Nvidia gets H20 chip licenses for some customers in China, but geopolitical woes linger

Nvidia gets H20 chip licenses for some customers in China, but geopolitical woes linger  Seeking Alpha

Politics

3 d. ago US mulls annual China chip supply permits for Samsung, Hynix

The US is proposing annual approvals for exports of chipmaking supplies to Samsung Electronics and SK Hynix factories in China, a compromise aimed at preventing disruptions to the global electronics industry after Trump officials revoked Biden-era waivers that let the companies more easily get such shipments. Officials in the US Commerce Department last week presented to Korean counterparts a “site license” idea to supplant indefinite authorisations the chipmakers secured under the previous...

Politics

3 d. ago US Proposes Annual Approvals for Samsung, SK Hynix China Chip Exports

US Proposes Annual Approvals for Samsung, SK Hynix China Chip Exports  WebProNews

Politics

3 d. ago Samsung and SK Hynix Face New U.S. Export Rules on China Chip

Samsung and SK Hynix Face New U.S. Export Rules on China Chip  TipRanks

Politics

3 d. ago China’s top flash memory maker YMTC creates US$3 billion chip venture

Yangtze Memory Technologies Co (YMTC), China’s top flash memory maker, has established a US$3 billion venture in its home city of Wuhan, capital of central Hubei province, as the company doubles down on next-generation NAND chips. The new venture, led by YMTC chairman Chen Nanxiang, was incorporated last week with a registered capital of 20.7 billion yuan (US$2.9 billion), according to information from Chinese corporate data provider Qichacha. YMTC held a 50.2 per cent stake in the venture,...

Economics

3 d. ago US Plans Annual Approval for Samsung, Hynix to Export Chip Gear to China, Report Says

US Plans Annual Approval for Samsung, Hynix to Export Chip Gear to China, Report Says  Investopedia

Politics

4 d. ago US weighs annual china chip supply approvals for Samsung, Hynix, Bloomberg News reports By Reuters

US weighs annual china chip supply approvals for Samsung, Hynix, Bloomberg News reports By Reuters  Investing.com

Politics

4 d. ago US weighs annual china chip supply approvals for Samsung, Hynix, Bloomberg News reports

US weighs annual china chip supply approvals for Samsung, Hynix, Bloomberg News reports  Reuters

Politics

4 d. ago China's chip equipment makers close in: eroding Japan's share, eyeing US dominance

China's chip equipment makers close in: eroding Japan's share, eyeing US dominance  DIGITIMES Asia

Politics

4 d. ago Walling off China from America’s best computer chip technology

Walling off China from America’s best computer chip technology  The Wire China

Politics