Tue. 07/15 – Nvidia Back In Business In China?

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)

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Support Brian's work on the Techmeme Ride Home directly!

For just $5/month, you can subscribe to the ad-free Premium feed.

Full details at tech.supercast.com

Thank you for your support of Brian and the Techmeme Ride Home!