Two US senators just asked Commerce to cut off Nvidia's AI chip pipeline to China, and the request tells you more about Washington's losing game than Beijing's buying patterns.
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Fidelity just gave institutional air cover to the wildest infrastructure bet in tech: training AI in orbit. Fidelity, a major SpaceX holder, sees viable economics for Musk's orbital data center concept, contingent on Starship reaching full operational capacity
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Alibaba just announced a chip for agentic AI, and the real story isn't the silicon, it's who's no longer invited to the table. Alibaba launched a new chip targeting agentic AI and inference workloads, expanding its in-house semiconductor portfolio
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Korea's Upstage is buying 10,000 AMD AI chips, and the real story isn't the hardware—it's who's not selling them. Korean AI startup Upstage is negotiating with AMD to purchase 10,000 AI accelerators, aiming to build large-scale compute infrastructure domestically
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China's Unitree just filed to raise $610 million in Shanghai, and the number that matters isn't the fundraise, it's what they're actually selling.
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Nvidia just fired up H200 production for China again, which means Beijing blinked first in the AI cold war. Nvidia is restarting H200 chip manufacturing for Chinese customers, CEO Jensen Huang confirmed at a Tuesday press conference, signaling Chinese government approval of purchase orders.
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ByteDance just learned that making AI-generated Brad Pitt punch AI-generated Tom Cruise is a lawyer problem, not a tech problem. ByteDance suspended the global launch of Seedance 2.0, its hyperrealistic video generation model, after copyright disputes with Hollywood studios and streaming platforms
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China's two tech giants just lost $66 billion because investors finally asked the question that matters: how do you make money from AI? Alibaba and Tencent shed $66 billion in market cap in 24 hours after failing to articulate profitable AI strategies
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Trump's new AI blueprint tells states to stand down and Congress to barely legislate, except where kids and power bills are concerned.
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The Trump administration just told states to step aside on AI regulation, and whether you love it or hate it, this matters for every company building agents right now. Trump administration released an AI policy framework Friday calling for federal AI regulation that would preempt state laws
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Supermicro's co-founder just got charged with smuggling Nvidia AI chips to China, and the stock dropped 28% because export controls just became a liability, not just paperwork.
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Three Supermicro employees just got charged with smuggling $2.5 billion in AI servers to China, and the compute wars just became a legal minefield.
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While Silicon Valley debates AI safety, China's consumers are already living with autonomous agents handling their shopping, scheduling, and social lives. Alibaba targets $100B in cloud and AI revenue within five years, signaling massive infrastructure bet on agentic AI deployment
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A Super Micro co-founder just got charged with trying to funnel billions in AI hardware to China, and it's a preview of the export control wars that will define the agent economy. A co-founder of Super Micro Computer was charged in New York with conspiracy to illegally export AI technology to China
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The Pentagon just called Anthropic's Chinese workforce a national security risk while simultaneously using their AI tools.
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Uber is signing autonomous vehicle partnerships faster than most companies ship product updates, and the strategy behind the speed matters more than the deals themselves.
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Anthropic's co-founder spent Wednesday in a closed-door House session talking export controls and model distillation while carefully sidestepping the company's active lawsuit against the Pentagon.
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Washington is about to float a national AI rulebook that nobody asked for and nobody will pass. The White House plans to send Congress an AI regulatory framework Friday covering child safety, communities, creators, and censorship (the "four C's")
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Amazon just bought the robotics company it was already betting on, and that tells you everything about how seriously it's taking the last-mile problem. Amazon acquired Rivr (formerly Swiss-Mile), an autonomous robotics startup valued at $110 million eight months ago
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Alibaba just said the quiet part loud: its e-commerce empire has stalled, so now it's betting the house on AI. Alibaba CEO Eddie Wu announced a target of $100 billion in annual cloud and AI revenue within five years, up from roughly $14.5 billion in the 11 months through February 2026
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