Sberbank CEO German Gref said on Wednesday that Russia's largest bank hopes to use Chinese-made processors to run GigaChat, the country's flagship AI model, according to Reuters . …
Following Donald Trump’s visit to China, the United States reportedly cleared 10 Chinese firms to purchase NVIDIA H200 AI chips. The US has also allowed a few Chinese companies to act as distributors for these chips within China. …
… But there's a more fundamental risk – remaining relevant in the face of increasingly capable competition from China. On Monday, the US-China Economic and Security Review Commission issued a report assessing the competitive threat posed by Chinese AI companies. …
… There are companies that benefit from the “China is the enemy” narrative — defense contractors, certain AI labs raising funding on a national-security pitch, social platforms whose biggest competitive threat is Chinese. …
… But Nvidia’s CEO sees plenty of upside to working with Chinese robot makers. “Humanoid robots will bring physical AI to the world’s largest industries, opening a multitrillion-dollar economic opportunity,” Huang said. This is an edition of Will Knight’s AI Lab newsletter. …
… Go deeper with TH Premium: AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow Citing several sources… …
… If U.S. automakers “are shielded from Chinese competition at home but are not competitive on cost, speed, or intelligence abroad, they risk becoming regionally relevant rather than globally formative,” said Bill Russo, CEO of Shanghai-based consultancy Automobility Limited and a former Chrysler exe… …
… Meanwhile, OpenAI’s head of strategic futures Dean Ball said that Kimi is “a very good model” whose performance probably can’t be “explained away by distillation or anything like that,” adding that he’s “personally surprised the Chinese state continues to allow the open sourcing of models this good… …
… Read all comments on Daishin Securities: Apple Is Hoarding Memory To Sabotage Competition, Creating Panic Among Chinese OEMs
… Chhabra identified Chinese AI developer Zhipu among the companies that have allegedly distilled capabilities from frontier American models. The warning fits neatly into Washington’s narrative: Chinese firms are racing to close the AI gap by leveraging innovations pioneered by Silicon Valley. …
