China AI
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SK Hynix and Micron Each Worth $1 Trillion Now
The memory chip makers just became more valuable than almost every company on Earth, and it's not because we're buying more phones. Micron hit $1 trillion market cap after its stock tripled in 2026, joining SK Hynix in the club alongside Nvidia, Apple, and Microsoft
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Nvidia's $20M AI Chip Smuggling Ring Busted Between Taiwan and China
The AI arms race just proved it has a black market, and Taiwan caught three people running it through Japan.
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China Quietly Building $1.1B AI Factory Inside Europe
While Silicon Valley debates regulation, China's building its AI manufacturing base in Europe's back door. Chinese companies are investing €940 million ($1.1 billion) in Serbia, focused on AI, robotics, and automotive manufacturing
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ByteDance Plans $70B AI Spend to Challenge American Dominance
The company that trained your attention span is now training the largest AI models outside of American hands. ByteDance is planning $60-70 billion in capex over 2026-2027, primarily for AI infrastructure and chips—rivaling Meta's entire 2026 budget
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Nobel Economist Warns Companies Will Cut Jobs With AI Even If They Don't Have To
A Nobel laureate just said the quiet part loud: AI won't destroy jobs, but the companies deploying it might choose to anyway.
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Huawei's Chipmaking Breakthrough Could Shatter US Sanctions Within Months
Huawei just announced a chipmaking strategy that could sidestep US sanctions and rewrite the rules of AI infrastructure—if it works. Huawei unveiled a chip architecture approach called "LogicFolding" amid surging global AI chip demand from Amazon, Meta, and Microsoft
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Taiwan Catches Nvidia Chip Smugglers Using Japan as Backdoor to China
Export controls are just maps that show smugglers where to drive. Taiwan prosecutors suspect three individuals smuggled Nvidia AI chips to China via Japan, exploiting a well-worn loophole in the U.S. export control regime
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Qualcomm Just Stole ByteDance From Nvidia's Data Center Empire
The smartphone chipmaker is walking into Nvidia's house with ByteDance as its dance partner. Qualcomm has struck a deal with ByteDance to supply AI chips for data centers, marking a strategic pivot from its smartphone chip dominance into ASIC territory
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Former CFTC Chief Says Prediction Markets Outran Their Own Regulators
The man who shepherded crypto through its first regulatory awakening says prediction markets got ahead of their legal framework — and now Washington has to catch up without killing what's working.
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Jensen Huang Says Kids Should Skip Computer Science
While China slashes arts degrees to go all-in on STEM, the CEO of the company making AI possible is telling parents the opposite.
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Vatican Hires Pentagon Whistleblower to Build Case Against AI Training Data
The Vatican just published 245 paragraphs arguing that your training data isn't yours to sell, and brought a man currently suing the Pentagon to help make the case.
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ByteDance Ditches Nvidia for Qualcomm's AI Chips
Qualcomm just got ByteDance to bet on its AI chips instead of Nvidia's, which means someone thinks the agent infrastructure race has more than one winner. Qualcomm signed a deal to supply AI data center chips to ByteDance, marking the company's push beyond smartphones into AI infrastructure
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SpaceX's $2T Valuation Has Nothing to Do With Rockets
The biggest IPO in history is a space company—and the valuation has almost nothing to do with rockets. SpaceX is raising $75 billion at a $1.75-2 trillion valuation, the largest IPO ever attempted. The company controls 51% of global orbital launches and 85% of satellites deployed in 2025.
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Taiwan's $2.3T Chip Bet Just Crushed India's 1.4B People
The world's capital just voted with its wallet: chips beat people. Taiwan's stock market surpassed India to become the world's fifth-largest, driven almost entirely by AI hardware demand
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China Grounds Its Own AI Scientists to Stop Brain Drain
Beijing just turned its AI researchers into flight risks who can't actually fly. China is now restricting overseas travel for top AI talent at private companies like Alibaba and DeepSeek, extending controls previously limited to state employees
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GSR Raises $350M Days After RedNote Explodes With US Refugees
The firm that bet early on the app where millions of Americans fled when TikTok's fate looked shaky is now raising capital — and timing matters. GSR Ventures, early investor in RedNote (Xiaohongshu), is raising a new $350 million fund
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Huawei Claims It Cracked the Code to Beat US Chip Sanctions
China just announced a workaround for the chip sanctions that were supposed to cripple its AI ambitions.
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Fujikura Loses $40B as AI Infrastructure Bet Crumbles
The picks-and-shovels narrative just hit a $40 billion pothole, and it's not in California. Fujikura, a 141-year-old Japanese cable manufacturer, lost $40 billion in market value in a sudden selloff that rattled AI infrastructure investors globally
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Sakura Internet Plans 7x Infrastructure Spend as AI Demand Explodes
When you need to multiply your infrastructure budget by seven just to keep the lights on, you're not scaling—you're chasing a runaway train. Sakura Internet may increase capital spending nearly 7x its original plan to meet AI demand in Japan
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