Eight technology companies, including Google, Nvidia and SpaceX, have struck deals with the Pentagon to help the US military gain an edge on the battlefield. “These agreements accelerate the transformation toward establishing the United States military as an AI-first fighting force and will strengthen our warfighters’ ability to maintain decision superiority across all domains of warfare,” the Department of Defence said on Friday. The companies will deploy their AI technology on the department’s...
Nvidia CEO Jensen Huang said on a recent podcast that if Chinese artificial intelligence start-up DeepSeek optimised its new models on chips from Huawei Technologies, it would be “a horrible outcome” for the US. If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday. The conversation...
A quiet but consequential shift is reshaping the global artificial intelligence competition, and it has little to do with which country builds the most powerful model. Jensen Huang did not mean to describe a geopolitical strategy. But when Nvidia’s chief executive declared, “Your workload is inference, your tokens are your commodity, and that compute is your revenue,” he was articulating, from the supply side, something China had concluded from the other direction. To understand why, start with...
Printed circuit boards (PCBs) – unsung core components in all electronic devices – are emerging as the latest source of excitement in China’s chip supply chain, as domestic companies capitalise on surging global demand for artificial intelligence infrastructure to pursue share listings. Victory Giant Technology, a PCB supplier to US chip champion Nvidia, kicked off bookbuilding in Hong Kong on Monday for an initial public offering (IPO) that aims to raise up to HK$17.49 billion (US$2.2...
There was a surprise guest speaker at Nvidia’s widely watched GPU Technology Conference (GTC) in San Jose, California, last month: Yang Zhilin, the founder of Beijing-based Moonshot AI, the developer behind the Kimi family of foundational artificial intelligence models. Amid heated rhetoric about US-China AI competition, which some have likened to an “arms race”, the participation of a Chinese AI start-up’s CEO at the flagship event of American chipmaking giant Nvidia might have struck some as...