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Meta's Deal Creates a New AI Chokepoint

Google Splits With Scale AI One of the basic rules of a high-stakes, zero-sum competition is that you probably shouldn't let your biggest rival look over your shoulder while you're working on your secret plans. If you are, say, Coca-Cola, you don't hire a
Meta's Deal Creates a New AI Chokepoint

US Pressure on Vietnam Signals a Deeper Tech Decoupling

The U.S. is reportedly using the threat of crippling tariffs to pressure Vietnam, a key electronics manufacturing hub, to reduce its use of Chinese-made components in goods destined for America. This move marks a significant escalation in the U.S.-China tech rivalry, expanding the battlefield from a targeted
US Pressure on Vietnam Signals a Deeper Tech Decoupling

How US Chip Sanctions Are Building a Fortress for Huawei

In a rare interview last week, Huawei founder Ren Zhengfei made a startling admission: his company’s advanced AI chips “still lag behind the US by a generation.” Yet in the same breath, he insisted there was “no need to worry” about US sanctions. This apparent contradiction gets to the

What Is at Stake in Taiwan’s Ban on Huawei and SMIC?

Taiwan’s decision yesterday to add Chinese tech giants Huawei and SMIC to its trade blacklist marks a formal, and forceful, alignment with U.S. policy. The move, which tightens loopholes and raises the stakes for any Taiwanese firm supplying the two blacklisted companies, is more than a symbolic gesture.
What Is at Stake in Taiwan’s Ban on Huawei and SMIC?

Why Are AI Job Cuts Accelerating?

Just two years after generative AI exploded into the public consciousness, corporate leaders are becoming increasingly direct about its potential to eliminate jobs. The latest is the CEO of BT Group Plc, Allison Kirkby, who recently said that advances in artificial intelligence could lead to deeper workforce reductions than previously
Why Are AI Job Cuts Accelerating?

Why Is Meta Fueling the Frenzy for AI Talent and Acqui-Hires

In a sign of just how heated the artificial intelligence talent war has become, Meta CEO Mark Zuckerberg has reportedly taken to personally emailing elite AI researchers with job offers worth at least $10 million a year. The move is part of an aggressive push to build a new “superintelligence”
Why Is Meta Fueling the Frenzy for AI Talent and Acqui-Hires

Why Google Is Fleeing Scale AI After Meta's Deal

For the past two years, the story of the great AI boom has been one of hardware. It’s a race for Nvidia GPUs, for access to TSMC's cutting-edge fabs, for enough electricity to power colossal data centers. But this week, a different kind of scarcity crisis erupted,
Why Google Is Fleeing Scale AI After Meta's Deal

Why Germany Is Building a Sovereign AI Cloud With Nvidia

On Friday, German Chancellor Friedrich Merz welcomed Nvidia CEO Jensen Huang to announce a new partnership: Nvidia will provide 10,000 AI chips to Deutsche Telekom to build a dedicated "industrial AI cloud" for Germany and Europe. The stated goal, as Merz put it, is to take "
Why Germany Is Building a Sovereign AI Cloud With Nvidia

AMD's New AI Playbook: Can Startups Help It Cross the CUDA Moat?

AMD is forging close ties with a batch of key artificial intelligence startups, including Cohere and OpenAI, in a direct effort to bolster its software and design chips that can genuinely compete with Nvidia. The strategy, highlighted by OpenAI's influence on AMD's upcoming MI450 chip design,
AMD's New AI Playbook: Can Startups Help It Cross the CUDA Moat?

Google and OpenAI Are Frenemies Now

Arming the Enemy One of the great themes of the modern AI era is that the need for raw computing power is so vast and so desperate that it makes for some truly strange bedfellows. The latest example is a particularly weird one: OpenAI, the company whose ChatGPT poses the
Google and OpenAI Are Frenemies Now