Two shifts are accelerating in China’s AI chip market. Nvidia’s share is being eaten by domestic makers, and non-GPU accelerators are rising. IDC data for the first half of 2026 shows China’s data-centre AI accelerator shipments reached 2.008 million units, with non-GPU at 1.016 million, surpassing GPU for the first time. Nvidia still leads at … Read more
On the evening of 12 October, Microsoft chairman and CEO Satya Nadella outlined the company’s latest in-house chip plan: a large-scale deployment of Azure Maia 300 in 2027. Microsoft shares rose 1.14 per cent to US$541.15 that day, pushing its market value back above US$4 trillion. The Maia case Nadella’s point is that everyone is … Read more
Nvidia chief executive Jensen Huang’s children and son-in-law have moved into the company’s core businesses, and the shift is drawing fresh scrutiny as the chipmaker’s value crosses 5.5 trillion dollars. Generated editorial illustration. The most talked-about appointment is his son-in-law, Nico Caprez. Caprez married Huang’s eldest daughter, Madison Huang, in Hawaii in late September. He … Read more
At its Suzhou technology conference on 22 to 23 September, Intel laid out two answers to one shift: AI value is moving from the cloud model race to deployment at the edge and on the factory floor. Dan Rodriguez, vice-president of edge computing, cited a forecast that about 80 per cent of tokens will be … Read more
At a recent media briefing, Richard Yu, chairman of Huawei’s Consumer Business Group, shared the latest on terminal business and the HarmonyOS ecosystem. Yu said Huawei once followed a global path, cooperating with US, European, Japanese, South Korean and Taiwanese firms, but since 2019, to keep the business alive, Huawei joined domestic supply chains to … Read more
The United States has long banned its advanced AI chips from reaching China, fearing Chinese labs would use Nvidia silicon to build frontier AI. But Washington miscalculated one thing: blocking the chips does not block the compute. US Blocked the Chips, Then Watched China’s Data Centre Capac (Source: Sohu) One analysis of global data centres … Read more
How do you make a 2.8 trillion parameter model run fast? Recently, teams on both sides of the Pacific fixed their eyes on Kimi K3, the world’s largest open source model by parameter count. With 2.8 trillion total parameters and 104 billion activated, K3 raised the ceiling for open models, but ordinary AI servers struggle … Read more
At Snapdragon Summit 2026 in Maui on 22 September, Qualcomm unveiled two flagship chips built on a 2nm process: the sixth-generation Snapdragon 8 Elite Extreme and the Snapdragon 8 Elite. It is the first time the company has launched two Elite-tier platforms together, and the first time the Snapdragon line has used a 2nm node. … Read more
Huawei’s self-developed optical engine Hi-ONE has surfaced at its first landing point, a kilo-card-scale supernode. At a recent optoelectronics expo, HiSilicon showed the engine’s bandwidth of up to 7.2 terabits and said Hi-ONE would enter the next-generation supernode in NPO (near-packaged optics) form. Huawei calls it the world’s first AI compute supernode to use NPO. … Read more
DeepSeek has open sourced a bundle of operator tools and, together with Huawei Ascend, is taking aim at Nvidia’s CUDA lock in. The release centres on TileLang, a language for writing the low level operators that actually run on silicon. TileLang lets developers write chip operators in a compact Python like syntax. (Source: Leiphone) The … Read more