💸 I-Nvidia ne-AMD izonikezela nge-15% yokuthengiswa kwama-chip e-China e-US
Ilungiselelo elingajwayelekile - ingxenye yokuthobela ilayisensi yokuthekelisa, ingxenye yesiteshi sangemuva sezikhulu - kusho ukuthi lezi ziqhwaga ezimbili zizodlula cishe ku-15% wokuthengiswa kwazo okunethoni phansi kwe-China AI kubuyiselwe eWashington. Lokhu kusebenza ku-Nvidia's H20 futhi, ngokusho kokuhlebeza, ukuhlelwa okufanayo kwe-AMD.
UNvidia uthi ilandela nje incwadi yomthetho; I-AMD… yebo, bayidlalela eduze kwevesti. Abadeleli bakubiza ngokuthi “intela ngaphandle kokuyibiza ngentela,” nakuba igcina umnyango wemakethe yase-China uvulekile kancane. Umdanso oyinqaba - i-tango esemthethweni kunempi yezohwebo.
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🇨🇳 I-Beijing iphakamisa imithetho ye-chip ye-AI ezingxoxweni ezinkulu zohwebo
Abaxoxisana baseChina bafuna i-US ukuthi idambise imikhawulo kumemori yomkhawulokudonsa ophezulu - izinto ezenza ama-AI GPU asezingeni eliphezulu adume. NgesiNgisi esicacile: vumela izinkampani ezifana ne-Huawei zihlangane ngaphandle kokukhubeka ezintanjeni ezilawulayo.
Asikho isiqinisekiso esisemthethweni okwamanje - kakhulu "ibhaluni yokuhlola" - kodwa isignali inomsindo kangangokuthi awudingi amasathelayithi ezinhloli ukuze uqaphele.
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🔒 Abezindaba bezwe laseChina bagxeka i-H20 kaNvidia ngokuthi “ayiphephile”
Isiteshi esixhumene ne-CCTV sithe i-H20 ingacasha ezicabheni ezingemuva noma ivumele ukuvalwa okukude - izinsolo zifika ngesikhathi esifanele.
UNvidia uthi cha, ngisho nokuvala. Alikho i-backdoors, alikho ibhizinisi elihlekisayo. Noma kunjalo, umnyakazo uzwakala njengethiyetha - ukuthunyelwa kwezokuphepha kuhlangana nepolitiki ye-semiconductor - futhi akekho ofuna ukucwayiza kuqala.
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⭐ I-Rumble ihlanganisa idili lika-$1.2B ye-German AI-cloud heavyweight
I-Rumble inesisindo sebhidi engu-$1.17B yedatha yaseNyakatho yaseJalimane, iqoqa iyunithi yayo ye-GPU-dense Taiga (cishe ama-Nvidia H100 angu-20,480 kanye nama-H200 angaphezu kuka-2,000) kanye nokusebenza kwesikhungo sedatha ye-Ardent.
Lesi siphakamiso sibandakanya ukushintshaniswa kwesabelo okungashiya abatshalizimali be-Northern Data bephethe cishe ingxenye yesithathu ye-Rumble. I-Tether - esevele ingumsekeli omkhulu - izongena endimeni yekhasimende le-GPU elisindayo.
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🇮🇩 Umbono we-Indonesia "sovereign AI fund" uyakhula
Iphepha elimhlophe elisanda kuntanta libonisa uhlelo lwase-Indonesia lokwethula isikhwama se-AI esizimele phakathi kuka-2027 no-2029 - esiklanyelwe ukwenza izwe libe isikhungo sesifunda se-AI. Izophathwa i-Danantara Indonesia enemodeli yokutshala imali yomphakathi-yangasese, kanye nezinzuzo zabatshalizimali basendaweni ezitholakalayo.
Noma kunjalo, ukukhuphuka komgwaqo: ukushoda kwethalente, ingqalasizinda eqinile, nesabelomali esincanyana socwaningo konke kumile endleleni.
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🤖 "Abangane mbumbulu" esigodini esingaqondakali
Abangane bangempela abaqhutshwa yi-AI bakhasa bebheke ekuphileni okungaxakile - ukulungisa kahle izimpendulo zemizwa baze baqale ukuzizwa njengokusebenzelana kwabantu kwangempela. Abacwaningi beVanderbilt bakhomba i-GoLaxy yaseChina, okusolwa ukuthi isebenzisa lawa ma-AI ukusakaza inkulumo-ze ngesikhathi sangempela.
Umkhuba wokwelapha obonakalayo nawo uyadlondlobala, kodwa abanye ochwepheshe bezempilo yengqondo bahlaba umkhosi ngengozi abayibiza nge-“AI psychosis.” Igama lodwa lizwakala njenge-dystopian Netflix pitch.
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