⚔️ Chip Wars - jamesgorgen · Scour

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards ... 🔬Semiconductors

techmeme.com·6d

Washington pushes allies to match tougher China chip curbs under new bill 🏛️Tech Policy

scmp.com

·12h·r/SCMPauto

Anthropic's Project Glasswing includes AWS, Apple, Broadcom, Cisco, CrowdStrike, Google, Microsoft, Nvidia, Palo Alto Networks, and others (David Gewirtz/ZDNET) 🏢Big Tech

techmeme.com·1d

Sources: Bain's data center unit cuts ties with Megaspeed, which is under US investigation over if it helped Chinese companies evade Nvidia AI chip export curbs... 🏢Big Tech

techmeme.com·20h

Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed... 🏢Big Tech

techmeme.com·6d

Sources: Chinese optics company and Nvidia supplier Innolight confidentially filed for a Hong Kong IPO that could raise $3B+; Innolight is listed in Shenzhen (B... 🏢Big Tech

techmeme.com·6d

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