News

Tesla Named Top U.S. Contender in AI Race
Tesla (NASDAQ:TSLA) surges into the lead as the U.S. race for autonomous dominance heats up, with Morgan Stanley (MS) naming ...
Nvidia's New Challenge: US Lawmaker Wants Company To Track Its Chips To Avoid Smuggling In China
Trump admin intensifies semiconductor sanctions, plans to verify Nvidia's location to prevent smuggling into China. Nvidia ...
AI’s infrastructure problem isn’t tariffs, it’s unused capacity
In China, the situation is markedly worse. Due to the country’s recent AI infrastructure “gold rush”, billions of dollars ...
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Konka Q1 2025 profit surges on chip gains
Konka Group posted a 141.8% jump in Q1 2025 profit to RMB 258 million, driven by tighter integration of its electronics and semiconductor arms. Advances in micro LED chips, storage controllers, and AI ...
Here's what I've learned after writing about Apple, Intel and Silicon Valley for over 30 years
Silicon Valley's decades of innovation have been fueled by huge gains in processing power, so it was a good base to start learning about tech with semiconductors in the late 1980s. I also covered ...
Jeff Bezos‑Backed Anthropic Co‑Founder Says DeepSeek Hype Is 'Overblown,' Says R1 Trails US Labs By 'Six To Eight Months'
China's DeepSeek AI hype may be overblown, says Anthropic co-founder Jack Clark. Clark believes US still leads in AI research ...
AIQ Is Better Than MGK As The Days Of Passive Allocation To Mag 7 Seems Over
MGK and AIQ face diverging paths amid NVIDIA risks and rising AI players, highlighting AIQ’s active edge. Read more on MGK ...
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Canadian startup Procero poised to transform on-premise AI capabilities
Procero, a company focused on enabling edge AI use cases, is making significant strides in empowering businesses to run AI ...