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Monday 25 August 2025
Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia
China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...
Wednesday 20 August 2025
Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...
Monday 18 August 2025
AMD CEO calls export controls noise, reveals counter-strategy
Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...
Thursday 7 August 2025
Huawei open-sources CANN to challenge Nvidia's CUDA dominance
Huawei plans to open-source its Compute Architecture for Neural Networks (CANN), a heterogeneous AI computing framework positioned as a direct alternative to Nvidia's dominant CUDA...
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
Friday 6 June 2025
Can Huawei break Nvidia's hold? 2 key issues undercut Ascend 910C push
Huawei's efforts to displace Nvidia as the leading AI chip supplier in China with its Ascend 910C processor are facing significant setbacks. Industry insiders cite both entrenched...
Friday 21 March 2025
GTC 2025: Nvidia hosts Quantum Day despite CEO's prior skepticism
Despite a previous statement saying quantum computers may require an additional two decades to become very useful, Nvidia CEO Jensen Huang arranged the first Quantum Day at its GTC...
Wednesday 12 February 2025
DeepSeek remains tethered to Nvidia ecosystem despite Chinese AI chip support
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Monday 10 February 2025
Trump's surprise stance on DeepSeek: No security threat; Nvidia's CUDA moat hard to bypass
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny,...
Thursday 6 February 2025
Huawei reports 2024 revenue, Ascend 910C hits 60% of Nvidia H100's AI performance
Huawei Chairman Howard Liang announced that 2024 revenue exceeded CNY860 billion (approx. US$118.6 billion) at the Guangdong Provincial Conference on high-quality development, driven...
Thursday 5 September 2024
What is at stake in Nvidia antitrust probe?
The US Department of Justice's antitrust probe against Nvidia came as no surprise. The chip vendor has made enormous profits since early 2023 with its stock price skyrocketing, thanks...
Wednesday 5 June 2024
Which city will host Nvidia's massive R&D center?
At Computex 2024, Nvidia CEO Jensen Huang unveiled ambitious plans to bolster the company's presence in Taiwan, pledging continued investments over the next few years. Nvidia aims...
Monday 3 June 2024
Nvidia's Jensen Huang discloses next-gen Rubin platform and physical AI vision at NTU keynote
Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jensen Huang is...
Tuesday 16 April 2024
China's two ways of building AI GPU ecosystems to compete with Nvidia
Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the elimination and consolidation processes...
Thursday 28 March 2024
Nvidia's CUDA dominance sparks alliances, industry coup
Nvidia's exclusive CUDA ecosystem has pushed competitors aside, forcing international hardware and software giants to form alliances to challenge the GPU giant's dominance. Server...