AI infra, compute, and hardware
Chinese chipmakers including SMIC posted record 2025 revenues despite US sanctions, with SMIC hitting $9.3 billion up 16%, proving that export restrictions accelerated rather than prevented China's semiconductor independence....
China's DeepSeek V4 will run on Huawei chips, bypassing US sanctions and proving Chinese AI labs can build frontier models without American hardware....
Huawei's new 950PR AI chip has passed customer testing, with ByteDance and Alibaba planning to place orders voluntarily — a milestone that signals China's chip self-sufficiency push is finally gaining real private sector traction....
Arm unveils its first 136-core AGI CPU with Meta as lead partner, challenging NVIDIA in AI infrastructure and marking a historic shift from IP licensor to chipmaker....
Nvidia CEO Jensen Huang declared "tokens are the new commodity" at GTC. While America builds the smartest AI models, China is positioning to dominate token production through cheap energy, efficient models, and manufacturing scale. The geopolitical implications could reshape the entire AI industry....
Nvidia's Vera Rubin platform represents a full-stack vertical integration play spanning from Earth-based data centers to orbital AI infrastructure, with $1 trillion in projected revenue and the Meta $27B deal validating the strategy....
