The original CHIPS Act goal was 20% by 2030. Now, according to @howardlutnick, the new goal is “maybe” 50%.
Bloomberg citing Newsnation interview: “That’s been the conversation we had with Taiwan, that you have to understand it’s vital for you to have us produce 50%,” he said.…
BOE Technology, China's display giant, just entered the robotics race with a new ¥200M subsidiary in Beijing.
As China's robot market gets increasingly crowded, even screen makers want in on the action. The new venture will focus on industrial robot manufacturing and R&D.…
DATACENTER BUILD WILL ONLY ACCELERATE
What is the real demand? It is inference. Training models take a lot of compute, but that is predicable. Querying model is the variable. And it’s not one $AMZN $META want to undershoot.
$MSFT turned to $NBIS
$GOOGL turned to $WULF $CIFR…
Important call. The next step in US AI supply chain industrial policy should be for "embodied AI," particularly robotics, building on the upstream supply chain efforts of the CHIPS Act and AI infrastructure buildout.
Important call. The next step in US AI supply chain industrial policy should be for "embodied AI," particularly robotics, building on the upstream supply chain efforts of the CHIPS Act and AI infrastructure buildout.
Wow
the successful test flight of the S1500, an airborne wind turbine capable of generating one megawatt of power by harnessing high-altitude winds, which are stronger and more consistent than those at ground level
Very cool research from Microsoft
They are basically creating tiny grooves on the back of the chip so that microfluids can directly flow thru it and cool the chip rather than using traditional cold plates to removes heat
It will take a lot of time to bring it into real world…
Many such stories. If you know, you know.
If you don't like it, you can just get high on Copium. People with skin in the game have to be more realistic.
See my interview with Kyle on Manifold!
Many such stories. If you know, you know.
If you don't like it, you can just get high on Copium. People with skin in the game have to be more realistic.
See my interview with Kyle on Manifold!
Oracle is seeking new AI server manufacturing partners in Taiwan to help it with $455 billion in RPOs (remaining performance obligations), including $300 B from OpenAI, $20 B from Meta, media report, noting its main suppliers are Foxconn and Mitac, but it has now added Quanta and…
Chinese companies have also stepped up manufacturing capacity of batteries and solar modules, pumping out exports. Their global market share for those technologies has swelled to 75% or higher, according to BloombergNEF.
wsj.com/economy/global…
That is quadruple the utility-scale additions federal analysts in the U.S. project across all power sources for 2025. That could give China a big advantage in the power-hungry AI race.
wsj.com/economy/global…
@rSanti97@kitten_beloved The first part is correct but even on the latter, the benefit of remittances and human capital returning is so high. The rigorous brain drain literature finds very little to complain about.
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Also, there is the current roadmap assuming no major breakthroughs in key areas, like advanced lithography, and a different roadmap assuming a series of breakthroughs....will address all this on up coming long essay...
Just in: Alibaba’s New AI Chip Revealed: Core Specs on Par with H20
• On September 16, according to a joint CCTV News report, a screen showing “key parameter comparisons between domestic cards and NVIDIA (NV) cards” revealed that the new AI-oriented PPU chip developed by…
Just in: Alibaba’s New AI Chip Revealed: Core Specs on Par with H20
• On September 16, according to a joint CCTV News report, a screen showing “key parameter comparisons between domestic cards and NVIDIA (NV) cards” revealed that the new AI-oriented PPU chip developed by… https://t.co/OAj8jIN7a2
Silly argument. As electrification of transport accelerates, as heat pumps penetrate further, we don't need to replace each Joule of energy as electrification makes end use super efficient. For example EVs.
Silly argument. As electrification of transport accelerates, as heat pumps penetrate further, we don't need to replace each Joule of energy as electrification makes end use super efficient. For example EVs.
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