July 15, 2025
Tue. 07/15 – Nvidia Back In Business In China?
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Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?
Links:
- Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)
- Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)
- Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)
- Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)
- Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)
- China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP)
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