I've been in Alar, Xinjiang this week, and it's cotton harvesting season. I couldn't help notice all of the slave labour and forced labour, It's absolutely shocking !!
>be FT AI reporter >spend 3 days in Illustrator making rainbow charts >drop 2,000-word think-piece: “GPU rents collapsing, AI winter confirmed” >claim break-even is $4/GPU-hour >forgot DGX has 8 GPUs inside >mfw actual break-even is $0.57 >accuracy.exe has stopped working >CNBC…
Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble, but makes a math error such that all of their calculations are off by a factor of 8 by conflating per server and per GPU economics. Doing the math correctly was…
Robosense unveils AC2: "Robot Eyes" Industry's 1st module to integrating Lidar DToF, RGBD camera & IMU in 1. 120x90 deg super wide FOV Applicable for robot dog, mechanical arm & humanoid robot IP65 + -10-55 C operating environment, ms level sync accuracy & 100klux counter…
The level of AI software performance improvement that used to take Nvidia two years to do only took a few weeks. $NVDA #OpenAI nextplatform.com/2025/10/21/sof…
Functional size of PRC economy is ~2x US economy.
"Competition between the US and China will shape the 21st century, but have the Chinese already leap-frogged the Americans? It looks as if they might have done." From @hsu_steve trib.al/szPUjGC
Chinese firms are making huge progress in analog chips & a huge wave of fabs are coming online in China. TI has been able to undercut Chinese competition due to its fabs being fully paid for. Chinese govt is going to use this to push domestic firms to reduce reliance on US…
🇨🇳🇺🇸China Seeks Sensitive Data From US Firms in Semiconductor Probe China is demanding that some U.S. semiconductor firms submit detailed information on their sales in China as part of an anti-dumping investigation on American-made analog IC chips, such as those sold by Texas…
It's obvious that humanoid robots will build and install an infinite number of solar farms and battery packs in ten years... Which means all energy will be 90% cheaper... And desalination of water is an energy-intensive process, so that will drop by 90%.... and food…
Good point, you also need to control the export chain x.com/kakajusaiyou/s…
There is another important reason, which is the control over the rare earths export chain. Before the rare earths ban, the Chinese government vigorously rectified the entire export chain, and many smuggling channels were shut down.
Here's a question I know many are wondering about: why did China wait until now to use rare earths as leverage against the US? Why not in the first Trump administration when the US started the trade hostilities? Or when the Biden administration unleashed the chips export controls…
Not 3nm (Production timeline is 2027) 5nm chips have been in production since December 2024 The real question is, will SiCarrier reveal their DUVi equipment
The Shenzhen tech expo is this week. It's rumored Chinese semi company SiCarrier will announce they can produce either 5nm or 3nm chips with chip lithography tech. Potentially another Deepseek moment. This would mean limit down for American tech stocks. $nvda $qqq $amd
BHP accepted CMRG demand to settle 30% of spot trade in Q4 in RMB, a huge win for steelmakers like Baosteel & Ansteel. Just how did China get past this Australian stranglehold as iron ore supplier & what does it mean for RMB internationalization, CIPS & Chinese banking sector?
China was dealing w/ this dilemma back in 2021 as the Morrison govt was thumbing its nose @ China. I wrote here about China's steps to reduce dependence on Australian iron ore since then x.com/tphuang/status…
Now #1 - with the holy trinity of trending artefacts that @IBM either led (Docling) or contributed to (finepdfs). DocumentAI is back in fashion!
Granite Docling by @IBM is #3 trending on @huggingface. This is a multimodal Image-Text-to-Text model engineered for efficient document conversion. It preserves the core features of Docling while maintaining seamless integration with DoclingDocuments to ensure full…
Alibaba had a huge update on its AI deployment today including Cloud infrastructure, AI stack & its full suite of AI models & products. Qwen has a full suite of AI models & is #1 globally in open src models w/ 300+ open src'd, 170k+ derivative models & 600m downloads. Thread 👇
Neoliberalism in one sentence: socialism for the rich, capitalism for the poor.
Look at this man. In 1974, this Harvard PhD published a paper that could’ve started the AI revolution 30 years earlier. But academia called it a joke and dismissed it as “nonsense.” The story of the unknown Paul Werbos…
BYD making history as YangWang U9 Xtreme set the world record in top speed @ 496.2 km/h for mass produced model & verified by ATP. Record was previously held by Buggati Chiron @ 490 km/h. U9X is the most powerful Supercar ever @ 3000 ps.
Fun interview with Jean-Philippe Bouchaud, who chairs Capital Fund Management (CFM), one of Europe’s large hedge funds, AUM $20 billion. He was formerly a physics professor and still teaches at ENS. "Bouchaud is both baffled and frustrated by how economics has fallen in thrall…
NEWS: BYD has launched its next-generation battery energy storage system. It has a unit capacity of 14.5 MWh, the highest globally to date. The energy storage system achieves an ultra-large capacity of 10 MWh within a space equivalent to a 20-foot container, BYD said. For a 1…
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