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China is reportedly planning a $295 billion investment in AI data centers over five years, prioritizing domestic suppliers like Huawei to reduce reliance on US chipmakers such as Nvidia.
Huawei announces a new chip design breakthrough claiming 1.4nm-equivalent performance by 2031, attributing its progress to U.S. export controls, while Nvidia's CEO acknowledges conceding the China AI chip market to Huawei.
Huawei unveils the Tau Scaling Law, a chip architectural workaround to bypass US sanctions and achieve 1.4nm-equivalent transistor density by 2031, marking a significant step toward China's semiconductor self-sufficiency and altering the tech rivalry with Washington.
Jensen Huang responds to Huawei's Tao's Law, saying it is a breakthrough for Huawei but TSMC has been deeply involved in the related technology for 10 years, and explicitly stated that Huawei is a competitor.
Huawei discusses LogicFolding, a technique that compresses propagation time between adjacent flip-flops in circuit design, tightening critical paths and enabling faster chips. The company expects its high-end chips to achieve transistor density equivalent to 14 Å (1.4 nm) processes by 2031.
Norway's National Library is building a sovereign Norwegian LLM using 2 PB of Huawei OceanStor Dorado flash storage for its AI training data pipeline, addressing the need for a local language model.
Jensen Huang responds to a question about selling chips to Huawei, explaining that export controls on Nvidia chips won't stop China's AI progress due to Huawei's rise.
Huawei's MateBook Fold is a foldable device that combines tablet, screen, and laptop features, featuring an 18.3-inch OLED that folds to 13 inches, but is not sold in the U.S. due to sanctions.
Jensen Huang argues that U.S. export controls on Nvidia chips do not block China from advancing in AI, as sanctions are spurring domestic innovation exemplified by Huawei's chip breakthroughs. The analysis warns that treating chip policy as a simple valve may backfire, creating a world where American technology is absent from influential systems.
Reuters reports DeepSeek made its V4-Pro API price cut permanent, reducing cost to 25% of original, attributed to a shift from Nvidia to Huawei chips amid China's AI hardware strategy.
Trump approved Nvidia's sale of high-end chips (H200) to China, but Chinese companies (Alibaba, Tencent, etc.) obtained purchase permits while the US Trade Representative explicitly stated that export controls are not part of negotiations. Nvidia has essentially ceded the Chinese AI chip market to Huawei. This marks the substantial impact of US chip embargoes on AI computing supply chains.
Huawei introduces ArkTS, a next-generation development language built on TypeScript with mandatory static types and optimizations for HarmonyOS, aiming to improve performance, security, and developer experience for mobile app development.
This paper introduces InterRS, a method for real-time speech generation that interleaves reasoning steps during natural pauses in speech, achieving better performance on math and logic benchmarks while maintaining fluent and instant responses.
According to the Financial Times, NVIDIA's RTX 5090D V2 chip has been added to the Chinese customs prohibited items list. This move is believed to support Huawei's chip development but may lead to a shortage of high-end graphics cards for gamers.
NVIDIA CEO Jensen Huang made a last-minute trip to Beijing, interacting with locals and picking up Huawei's tri-fold Mate XT phone at an NVIDIA event.
NVIDIA CEO Jensen Huang tries out Huawei's tri-fold phone in Beijing, a humorous moment highlighting cultural differences between the US and China.
The article summarizes the current state of the AI data industry, pointing out that the data industry is not yet mature. Anthropic and OpenAI spend over $10 million on a single environment, while Chinese AI labs tend to build rather than buy. In addition, many labs have access to Huawei chips but still crave more Nvidia chips.
Andrew Ng's newsletter covers recent AI developments including attacks on data centers, the release of Qwen3.5 in various sizes, DeepSeek's collaboration with Huawei, and Apple's multimodal tokenizer, alongside reflections on AI-driven job uncertainty and geopolitical risks.