The blow in the spring of 2019 was truly painful; the sanctions choked the supply chain. When the Ascend 910 was just launched, the stock was so low that we dared not sell it to internet clients, only prioritizing key industries. The external commentary was cold, suggesting that Huawei’s chip path was doomed. At that … Read more
According to executives interviewed exclusively by EE Times, startup chip manufacturers Celestial and OpenLight are set to produce their first chips this year, providing faster photonics and lower power consumption for large-scale customers running AI data centers, such as Amazon, Microsoft, and Google. In August, Celestial secured $255 million in funding from TSMC’s VentureTech Alliance … Read more
Let me discuss a few new changes. Last night, Oracle’s stock surged, with two highlights: one is that the orders for cloud computing data center construction significantly exceeded expectations, with North American investment banks generally predicting $100 billion, while in reality, a record $332 billion in orders were signed in the first quarter. Oracle is … Read more