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Chinese memory chipmaker CXMT (ChangXin Memory Technologies) skyrockets in Shanghai IPO
Read more: Chinese memory chipmaker CXMT (ChangXin Memory Technologies) skyrockets in Shanghai IPOCXMT (ChangXin Memory Technologies) had a splashy IPO on the Shanghai Stock Exchange, increasing 466% in share value. CXMT makes memory chips in the same market as Micron, SK Hynix, and Samsung. AI demand has made memory chips scarce.
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Elon Musk: China may become world leader in AI
Read more: Elon Musk: China may become world leader in AIIn an interview with the Economist’s Editor in Chief Zanny Minton Beddoes, Elon Musk said that China may become the world leader in AI. The only thing now preventing it is China’s lower computing power. But that could change. China already has the big advantage in electricity capacity versus the U.S., a 3 to 1…
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After China’s Kimi Moment, US AI companies suddenly tout open-weight models in letter
Read more: After China’s Kimi Moment, US AI companies suddenly tout open-weight models in letterAfter China’s Kimi-K3 open-weight model spooked the U.S. AI industry, major AI companies and CEOs have suddenly issued their own group statement in favor of open-weight models in the United States. That’s no coincidence. This looks like an effort to stop U.S. government regulation of open-weight models, including from China. The letter on open weight…
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Has China outflanked the U.S. in global AI arms race? What the Kimi Moment suggests.
Read more: Has China outflanked the U.S. in global AI arms race? What the Kimi Moment suggests.China’s ambition to be the world leader in AI is no secret. China announced these ambitions as early as 2018 in its “Next Generation Artificial Intelligence Development Plan.” It’s now clear how far China has come. Just this past week, China hosted the World Artificial Intelligence Conference (WAIC) in Shanghai, with much fanfare. The global…
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President Xi Jinping touts China as leader for AI at AI conference in Shanghai
Read more: President Xi Jinping touts China as leader for AI at AI conference in ShanghaiChina’s President Xi Jinping outlined China’s vision for AI in the world. That vision touts a “more open attitude” and a “symphony of international cooperation,” presumably a reference to the United States’ differing approach under the Trump Administration, as reported by CNBC. Meanwhile, “29 countries signed an agreement in Shanghai to establish the World Artificial…
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Is China now beating US in AI? By some measures, yes
Read more: Is China now beating US in AI? By some measures, yesThis year’s “DeepSeek moment” or “DeepSeek 2.0 moment” comes courtesy of Moonshot from China. Its open-weight model Kimi-K3 has reportedly leapfrogged all of the US models — including Anthropic’s Fable 5 — in the Frontend Code Arena, a blind benchmark test overseen by Arena.ai, by a significant amount. This was met with concern by David…
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Did Apple have the winning AI strategy all along? As Google, OpenAI stumble, Barron’s explains why Apple’s ‘Standard Oil’ Strategy took stock to ATH
Read more: Did Apple have the winning AI strategy all along? As Google, OpenAI stumble, Barron’s explains why Apple’s ‘Standard Oil’ Strategy took stock to ATHBarron’s published a most provocative article title “Why Apple’s ‘Standard Oil’ Strategy Is Driving the Stock to All-Time Highs.“ As Anthropic, OpenAI, Google, Meta, and Microsoft duke it out in developing ever more powerful models, Apple has famously failed to deliver its own AI model, not even for Siri, which instead will be based on…
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OpenAI pulls plug on AI video generator Sora in major shakeup to compete with Anthropic in enterprise
Read more: OpenAI pulls plug on AI video generator Sora in major shakeup to compete with Anthropic in enterpriseTHE CLAUDE EFFECT. OpenAI pulls the plug on video generator Sora. No more video generation. According to the Wall Street Journal, “CEO Sam Altman announced the changes to staff on Tuesday, writing that the company would wind down products that use its video models. In addition to the consumer app, OpenAI is also discontinuing a…
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Apple shakeup in AI: Giannandrea to retire. Amar Subramanya new AI chief.
Read more: Apple shakeup in AI: Giannandrea to retire. Amar Subramanya new AI chief.As the AI arms race intensifies, Apple has made a switch at the top. Even though Apple’s rollout of AI Siri has been a disaster, the company still faces 3 copyright lawsuits: Hendrix, Alexander, and Martinez-Conde. Judge Gonzalez Rogers presides.
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US faces stiff competition from China in AI — and high tech
Read more: US faces stiff competition from China in AI — and high techI’m on record agreeing with those who warn it’s imperative that the United States maintain its lead in AI development ahead of China. I agree with NVIDIA CEO Jensen Huang’s assessment that China is closing fast on the United States: It’s very easy to get mired in the copyright lawsuits against AI companies to lose…