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SHOWING 4 OF 229 STORIES
ISSUE 200MORNING

China, AI Chips, Foundation Models and Data-Center Infrastructure

Alibaba put a 20-gigawatt power meter behind its new AI chip

Zhenwu V900, Qwen 4 and a 500,000-chip cluster plan arrived as one stack. The roadmap is unusually concrete about scale and unusually quiet about measured performance.

#alibaba#ai-chips#infrastructure
ISSUE 156MORNING

AI Infrastructure, Interconnects and Compute Scale

Huawei is answering scarce AI chips with a million-chip machine

Huawei moved two processors forward and described an architecture that could link one million of them. At that scale, the network, power bill, software, and failure rate become the computer.

#huawei#ai-chips#infrastructure
ISSUE 141EVENING

AI Chips, Inference and European Infrastructure

Europe's AI chip plan moved from the edge into the factory

Dutch startup Axelera says its second-generation accelerator is shipping inside validated Dell and Supermicro systems. The silicon is real. The scale, efficiency, sales, and sovereignty claims still need a proper workout.

#netherlands#ai-chips#ai-factories
ISSUE 090EVENING

AI Chips and Supply Chains

China's AI chip race just hit the memory wall

Huawei, Cambricon, MetaX, and Iluvatar are raising accelerator prices as scarce high-bandwidth memory gets harder and costlier to obtain. A domestic processor still needs a memory supply chain.

#china#ai-chips#high-bandwidth-memory