In the face of humanoid robots, which represent a completely new system, the demand for chips will be entirely different due to the new hardware. The architecture also has significant operational flexibility, and for humanoid robots, this means entirely new ecological possibilities. Experts point out that while we may never surpass Microsoft and Intel in … Read more
ARM’s keynote at Computex Taipei: Fully embracing the AI wave At the recent Computex Taipei, ARM’s Senior Vice President and General Manager of the Client Line of Business, Chris Bergey, delivered a keynote titled “Driving AI from Cloud to Edge,” emphasizing the commitment of the entire ecosystem to propel the next wave of artificial intelligence … Read more
NVIDIA launched its new generation autonomous driving SoC, Atlan, after a year and a half of silence following the release of Orin in December 2019. The naming convention indicates that NVIDIA continues to use names from the “Aquaman” series. The Orin SoC announced by NVIDIA in 2019 was named after the first ruler of Atlantis. … Read more
Introduction: A “Shadow War” Changing the Global Tech Landscape In May 2025, in a laboratory at a tech park in Shenzhen, engineer Xiao Li is testing an AI server equipped with the Ascend 910B chip—this device achieves nearly the same inference performance as NVIDIA’s H20 chip at one-third of the cost. At the same time, … Read more
Application for “China IC Unicorn” Selection Collection of Innovative Achievements for High-Quality Development of Semiconductors Yesterday, an unverified rumor caused ripples—Huawei is reported to plan a significant investment in building a large chip manufacturing plant, a move that allegedly unsettled NVIDIA CEO Jensen Huang. Although the news has not been officially confirmed, it reflects the … Read more
👆If you would like to meet regularly, feel free to star 🌟 and bookmark it~Source: This article is translated from Zach, thank you. In late April, one of the most well-funded AI chip startups, SambaNova Systems, significantly deviated from its original goals. Like many other AI chip startups, SambaNova initially aimed to provide a unified … Read more
Source: Jiang Dongwen ChannelID: zscy006Author: Jiang Dongwen272.8 billion yuan, the largest semiconductor acquisition in history. On September 14, NVIDIA and SoftBank announced a final agreement for NVIDIA to acquire ARM from SoftBank for $40 billion. The most combative man in Silicon Valley, Jensen Huang, has bought the British chip design giant from Japan’s richest man, … Read more
💣 Nuclear-level Infighting! Why is NVIDIA Attacking Its Allies? On May 3, 2025, NVIDIA publicly criticized AI company Anthropic, directly pointing out that its claims of “fake pregnancy hiding chips” and “live lobster smuggling” are “absurd stories”. This internal conflict among tech giants reveals just the tip of the iceberg in the China-U.S. chip rivalry: … Read more
Despite the ongoing restrictions by the United States on NVIDIA GPUs exported to China, the latest data released by IDC, a global third-party authority, shows that NVIDIA’s chip shipments remain the largest in 2024. According to this authoritative report, the gap among the top six is quite significant. The first place is NVIDIA with 1.9 … Read more
Your finger suddenly paused on the phone screen—NVIDIA and Anthropic, two Silicon Valley giants, are embroiled in a social media spat that is reshaping perspectives. An NVIDIA spokesperson sarcastically pinned their opponent’s accusations to the wall of shame with the term “live lobster smuggling chips,” while Anthropic retaliated with a suspected smuggling route map. This … Read more