Taiwanese multinational electronics contract manufacturing trading as Foxconn
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- German Automakers Expect U.S. Tariff Relief - Rare Earth Restrictions Could Stop India Car Prodcution - Foxconn Announcing New Japanese Partner Soon - Chevy Leaving the Chinese Market - Tesla Starts Human-Less Test Drives - Toyota On Track to Meet Its EV Goals - 1st EV Gets CATL's Swappable Battery - Samsung and LG to Make LFP Batteries for GM
Waffles for the Win Workarounds are the thing to avoid onerous tariffs Investors starting to think that bark is worse than the bite PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Waffles for the Win - Workarounds are the thing - Learning about the First Sale Rule Markets - 42 Days? And counting - Investors starting to think that bark is worse than the bite - US Steel Deal - WOW! - Fresh steam for speculation - lots of movement Waffling - What are your favorite way to eat waffles? - Friday - 50% on Europe - Blah Blah - 25% on Apple and every smartphone maker that brings in product to USA - Sunday - Delay the Europe tariffs until July 9th - Not sure where we are on Results - Markets swoon on the initial Europe Tariff announcement - Markets (Overnight Futures) Popped higher on the Waffle - Apple will look to eat and see a cut to margins - ---- Surely Apple will promise to build plants in the US and slow role it to get some relief --- Apple recently announced a 250,000-square-foot advanced manufacturing facility in Houston that is expected to begin operations in 2026, indicating a timeline of roughly 1.5 to 2 years from announcement to production start (managed by Foxconn - manufacturing AI Driver Servers China - Not bad - China's industrial profits rose for a second straight month in April, with their growth improving despite U.S. tariffs and persistent deflationary pressures, thanks to Beijing's measures aimed at supporting businesses. - Cumulative profits at major industrial firms climbed 3% last month compared to a year earlier, official data showed Tuesday, accelerating from a 2.6% growth in March. - In the first four months this year, industrial profits rose 1.4%, year on year, according to the National Bureau of Statistics, bolstered by stronger earnings in the equipment and high-tech manufacturing sectors. Facts though first: - Foxconn's Zhengzhou campus in China, often called “iPhone City,” spans over 1.4 million square meters (15 million square feet) and employs hundreds of thousands of workers. Approx 80% of Apple's annual iPhone production) -- To replicate this in the U.S., Apple would likely need multiple facilities totaling 10–15 million square feet or more, depending on automation levels and vertical integration. First Sale Rule - Love this!- - The first sale rule has been around since 1988 --- This is why markets/stocks/companies will always win - The “first sale rule” is a concept in U.S. customs law that allows importers to use the lowest cost of a good to calculate duties. - Under U.S. customs law, the first sale rule allows importers to base customs duties on the price of the initial transaction in a multi-tiered supply chain. Example scenario: A Chinese manufacturer sells a t-shirt to a Hong Kong vendor for $5. The Hong Kong vendor resells it to a U.S. retailer for $10. The U.S. retailer sells it to consumers for $40. - Using the first sale rule, the U.S. retailer can declare the $5 price for customs purposes, rather than the $10 resale price. - This approach reduces the duty owed by excluding the middleman's markup. Asked AI to make easier to understand in an infographic AI Info-graphic Boeing Update - The U.S. Justice Department said Friday that it has reached a deal with Boeing - That will allow the aircraft maker to avoid prosecution over two crashes of its 737 Max planes that killed 346 people. - The non-prosecution agreement would allow Boeing, a major military contractor and top U.S. exporter, to avoid being labeled a felon. - The decision means Boeing won't face trial as scheduled next month,
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featuredIn a flurry of Truth Social posts, Donald Trump threatened Apple with a 25% tariff and proposed a massive 50% tariff on the European Union, accusing both of hurting American industry. But is this about economic strategy—or just headlines?In this episode:Trump demands iPhones be made in the U.S.—or face a 25% tariffWhy this isn't about policy—it's about publicity and approval ratingsA look back at Foxconn's failed “factory” turned wedding venueTrump's proposed 50% EU tariff and the real story behind itHow the markets immediately reacted—and why it mattersThe deeper concern: Are we normalizing economic authoritarianism?From negotiating bluster to regulatory overreach, this segment breaks down what's really behind the tweets—and what it means for business and consumers alike.www.watchdogonwallstreet.com
Plus: Nvidia is working with Foxconn to build an AI supercomputer in Taiwan. And NJ Transit says rail operations will resume tomorrow, after reaching a tentative agreement with union leaders. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
En este episodio cubrimos los eventos más relevantes tras la apertura del mercado: • Wall Street cae por rebaja crediticia de Moody's: Los futuros bajan con fuerza tras la degradación de EE.UU. a Aa1 por parte de Moody's. $SPX -1.3%, $US100 -1.7%, $INDU -0.9%. El rendimiento del Treasury a 10 años sube a 4.54%. La agencia citó déficits persistentes y falta de disciplina fiscal. El mercado ahora se enfoca en comentarios de la Fed y el dato de indicadores líderes (-0.7% esperado). • Nvidia lidera Computex 2025 con nuevos lanzamientos: $NVDA presentó los sistemas GB300, el servidor RTX Pro y el DGX Cloud Lepton. Lanzó NVLink Fusion y anunció una fábrica de supercomputadoras en Taiwán con 10,000 GPUs Blackwell junto a Foxconn y $TSM. Los nuevos productos superan ampliamente al H100 y apuntan a dominar IA, con alianzas globales con Acer, Dell y HP. • Alibaba cae por escrutinio sobre acuerdo con Apple: $BABA -4.8% tras reportes de que Trump evalúa el pacto de integración de IA con $AAPL en iPhones vendidos en China. La tensión regulatoria y la competencia local aumentan, con caídas también en ventas de iPhones (-2.3%). Apple evalúa alternativas como $BIDU y $TCEHY, pero enfrenta un entorno hostil. • China restringe tierras raras, tensión para Tesla y Lockheed: China limita exportaciones clave tras nuevas reglas de licencia. Tesla $TSLA, Ford $F y Lockheed $LMT advierten por interrupciones. Solo algunas empresas como Yantai Zhenghai han recibido autorizaciones parciales. Analistas ven la movida como estratégica en plena disputa comercial con EE.UU. Un inicio de semana cargado de tensión geopolítica, innovación tecnológica y presión macroeconómica. ¡Dale play y mantente informado!
Nvidia-baas Jensen Huang heeft maandag de openingsact van Computex verzorgd in Taiwan, dat is de grootste computerbeurs ter wereld. Niels Kooloos vertelt er meer over in deze Tech Update. Tijdens zijn bijna twee uur durende keynote benadrukte Huang vooral dat Nvidia de ontwikkeling van AI toegankelijk wil maken voor steeds meer landen. Daarom gaat Nvidia bijvoorbeeld NVLink Fusion verkopen: een technologie om AI-chips aan elkaar te schakelen voor betere prestaties. Ook heeft Huang aangekondigd dat Nvidia samen met Foxconn een AI-fabriek met zeker 10 duizend Blackwell-chips in Taiwan gaat opzetten. Verder in deze Tech Update: iPhone-gebruikers krijgen volgens Apple-fluisteraar Mark Gurman binnenkort de keuze tussen digitale assistenten AI-chatbot Grok heeft het niet alleen over 'witte genocide', maar blijkt ook de Holocaust te ontkennen See omnystudio.com/listener for privacy information.
1. India Becomes the World's Fastest-Growing Oil Consumer OPEC's latest report crowns India as the top driver of global oil demand growth through 2025 and 2026.Oil demand in India will rise from 5.55 million bpd (2024) to 5.99 million bpd (2026), growing faster than China's and the US's.Diesel is the main growth driver, with road expansion, infrastructure, and industrial growth boosting demand.March saw record crude imports (5.4 million bpd), with Russia leading at 36% of India's crude intake.Despite geopolitical headwinds like US tariffs, OPEC sees India's fiscal policy and strong economy cushioning any impact. 2. IndusInd Bank Uncovers ₹595 Cr in Dubious Bookkeeping India's eighth-largest private bank is under fire for accounting lapses worth ₹595 crore in “other assets.”Triggered by a whistleblower complaint, the bank's internal audit flagged unsubstantiated balances, quietly offset in January 2025.An earlier ₹674 crore was wrongly booked as interest over three quarters and later reversed.Top bosses CEO Sumant Kathpalia and Deputy CEO Arun Khurana resigned in April amid mounting pressure.External firms PwC and Grant Thornton have been roped in for damage assessment and forensic audits.Moody's cut the bank's outlook to “negative”, citing weak internal controls and lack of succession planning. 3. Apple Reassures India After Trump's iPhone Rebuke After Donald Trump publicly told Apple to stop making iPhones in India, the tech giant quietly assured New Delhi that it's not going anywhere.Trump, speaking in Doha, said Apple CEO Tim Cook was investing in India “too much” and should “build in the US.”Apple currently produces 15% of its iPhones in India, with plans to make India a major export base.Indian officials confirmed Apple's investment roadmap remains intact.India-made iPhones, mostly built by Foxconn and Tata Electronics, are now being exported to global markets, including the US. 4. IndusInd Bank's ₹1,979 Cr Derivatives Blowout Adds to Woes In a separate episode earlier this year, derivative accounting errors cost the bank ₹1,979 crore.Lapses hit 2.35% of the bank's net worth, according to PwC's review.The bank is now strengthening internal controls, but the damage to investor confidence and leadership remains deep. 5. India Rejects Pakistan's Conditional Peace Offer Pak PM Shehbaz Sharif extended a peace olive branch—but with the usual caveat: Kashmir.“We are ready to talk,” he said, but insisted Kashmir be central to any future talks.India immediately shut the door—S. Jaishankar stated the only issue left is for Pakistan to vacate PoK.This exchange follows a May 10 ceasefire understanding, after four days of heavy cross-border shelling. 6. India Revokes Security Clearance of Turkish Aviation Firm Çelebi In a move mixing geopolitics with national security, India has revoked the security clearance of Turkish firm Çelebi Aviation.Çelebi handles ground operations at nine major airports including Mumbai and Delhi.The action follows public anger over Turkey's support to Pakistan amid Operation Sindoor and the Pahalgam terror attack.Shiv Sena leaders had also demanded the firm's expulsion, citing national security.Despite its large footprint—58K flights, 5.4 lakh tons of cargo, and 7,800 employees—Çelebi now faces exit signals from India's aviation ecosystem.India's narrative this week is clear: high on energy, tough on lapses, assertive on sovereignty, and bold in global business.
i'm wall-e, welcoming you to today's tech briefing for thursday, may 15th! dive into today's headlines: youtube's advertising shift: big changes at brandcast as youtube aims for tv ad dollars with a new partnership with the nfl, streaming an exclusive friday game for the 2025-2026 season, and introducing bingeable content formats. waymo's recall and safety update: waymo issues a software recall for 1,200 self-driving vehicles following minor collisions, enhancing fleet safety across major u.s. cities like austin and san francisco. foxconn's expansion in india: foxconn receives approval for a $435 million project, expanding apple chip production in india to reduce dependency on chinese manufacturing, initially focusing on semiconductor assembly and testing. leadership change at luminar: paul ricci steps in as ceo at luminar, replacing founder austin russell, aiming for cost reduction and increased production amid an ethics inquiry. reintroduction of the kids online safety act: a renewed push for internet safety legislation for minors faces support from tech giants and opposition from free speech advocates. catch us tomorrow for more updates!
In today's Tech3 from Moneycontrol, we unpack India's latest semiconductor push as the Cabinet clears HCL-Foxconn's Rs 3,706-crore chip plant in UP. Plus, India's first indigenous GPU prototype is almost here. Also in this episode—Karan Bajaj returns with a healthtech venture, Razorpay builds conversational payments in 72 hours, and MakeMyTrip sees a sharp rise in trip cancellations to Turkey and Azerbaijan amid boycott calls.
Foxconn, de belangrijkste leverancier van Apple en Nvidia, heeft de verwachtingen voor de rest van het jaar bijgesteld vanwege onvoorspelbare wisselkoersen. Volgens het Taiwanese techbedrijf is het moeilijk te zeggen wat er de komende maanden gaat gebeuren door het handelsbeleid van de Verenigde Staten. Niels Kooloos vertelt erover in deze Tech Update. De koers van de Taiwanese dollar is in slechts één maand met 10 procent gestegen ten opzichte van de Amerikaanse dollar. Dat houdt in dat Amerikaanse klanten van Foxconn 10 procent extra moeten betalen, nog zonder importheffingen meegerekend. Ondanks de onzekerheid gaat het Foxconn financieel gezien wel voor de wind. In het eerste kwartaal van dit jaar steeg de winst met 91 procent ten opzichte van het jaar daarvoor. Verder in deze Tech Update: Baidu wil een robotaxidienst in Europa opzetten, te beginnen in Zwitserland Waymo roept 1200 zelfrijdende auto's terug omdat ze te vaak botsingen maakten met obstakels zoals pionnen, hekken en kettingen See omnystudio.com/listener for privacy information.
In this episode, Ben and Jay welcome Patrick McGee, author of 'Apple in China', who discusses his extensive research on Apple's relationship with China. The conversation explores how Apple's investments and manufacturing strategies have significantly influenced China's technological landscape, as well as the cultural impact of Apple products in China. Patrick shares insights from his book, detailing the evolution of Apple's supply chain and the pivotal role of Foxconn in Apple's success. In this conversation, Patrick McGee discusses the intricate relationship between Apple and its supply chain, particularly focusing on Foxconn and Chinese manufacturers. He highlights how Apple's business model has influenced the manufacturing landscape in China, the challenges of replicating this model elsewhere, and the critical role of TSMC in Apple's operations. The discussion also touches on the implications of IP transfer and the impact of Tesla in the EV industry, showcasing the broader effects of Apple's strategies on global manufacturing and economics.
Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. Puedes usar nuestro código de referidos de TESLA a la hora de comprar tu coche: https://bit.ly/referidoTesla para recibir créditos TESLA de forma gratuita. Si te gusta nuestro proyecto de podcast recuerda que puedes apoyarnos a través de nuestro PATREON: https://bit.ly/patreonSE y accederás a un grupo exclusivo de Telegram. También lo puedes hacer a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?
Mitsubishi Motors Corp. said Wednesday that it will receive electric vehicles from Hon Hai Precision Industry Co. for sale under its own brand.
On this very geopolitical heavy episode, we start off talking about 3 possible provinces in Canada that may want to secceed and become American States. Then we go to the US southern border and talk about the Mexican army soldiers that went a little too far north and ended up in New Mexico. We then talk about some of the new tech the United States Marines will be getting to combat swarm drone attacks. WE shift over to the Asian continent and start with the Houthi owned oil fields that were destroyed by American forces. Pakistan and India are gearing up for war as tensions rise and an Indian outpost was destroyed by Pakistani forces. China's Foxconn company that manufactures iphones are shutting down manufacturing facilities and is also moving them to india, this along with other factors has lead to alleged uprisings all over China. We then shift to Europe where Spain, Portugal, and parts of France have experienced massive power outages. Then we finish by discussing the launch of Russians spring offensive and what this may mean as far as trying to achieve an end to this war.To join in the conversation next week and every Wednesday night at 9pm cst, come to patreon.com/CajunKnightBecome a supporter of this podcast: https://www.spreaker.com/podcast/cult-of-conspiracy--5700337/support.
- Foxconn and Tata Fire Up Two Indian iPhone Factories - Lowe's Apple Vision Pro Demos Land in Five NorCal Locations - Apple Donates Land, Money for Nevada Fire Station - 9to5Mac Eyes New Creative on “Ted Lasso” - Period Drama “Carême” Premiers on Apple TV+ - Sponsored by Insta360's new X5: Get 8K 360° video and an invisible selfie stick at store.insta360.com with code macosken - Hacking crosswalks, OS updates, and protecting privacy on your Mac on Checklist No. 420 - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!
In today's Tech3 from Moneycontrol, Apple ramps up manufacturing in India with Foxconn and Tata Electronics leading the charge. We dive into why the National Restaurant Association has paused onboarding to ONDC amid leadership churn. Plus, Ather Energy's IPO sees full subscription, startup valuations take a hit with down rounds making a return. Tune in for latest updates on tech and startup world.
- Trump to Ease Auto Tariffs, Sorta - GM Reports Weak Q1 - Porsche's Profits Plummet - Ferrari Keeps Key EV Components In-House - Chery Could Get VW Germany Plant - Nissan to Close Wuhan Plant - iCAR's $15K Chinese Off-Roader - Renault to Launch 3 EV CVs - New Renault Boreal for Global Markets - JLR Using Old Tooling to Cut Costs - Foxconn Could Build EV in U.S. Plant - Mercedes Trucks Wants Longest Reverse Record
- Trump to Ease Auto Tariffs, Sorta - GM Reports Weak Q1 - Porsche's Profits Plummet - Ferrari Keeps Key EV Components In-House - Chery Could Get VW Germany Plant - Nissan to Close Wuhan Plant - iCAR's $15K Chinese Off-Roader - Renault to Launch 3 EV CVs - New Renault Boreal for Global Markets - JLR Using Old Tooling to Cut Costs - Foxconn Could Build EV in U.S. Plant - Mercedes Trucks Wants Longest Reverse Record
This week, Brian, Troy, and Alex break down how tech is quietly building its own media empire—slick, founder-led, and fully aligned with industry interests. From TBPN to Turpentine, it's not journalism—it just looks like it. They also explore the “Chaos Economy” through Foxconn's EV pivot and unpack why analogies beat logic in shaping how we process tech shifts. Plus, Pete Buttigieg's appearance on Flagrant shows that even politics is adapting to the influencer era.Watch us on YouTubeTroy Young's People vs Algorithms newsletterBrian Morrissey's The Rebooting newsletterAlex Schleifer's Human ComputerFollow Alex, Brian and Troy on Twitter
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart FLYNT LAUNCHES INNOVATIVE ELECTRIC VAN FOR EUROPE https://evne.ws/4ji8VsW FOXCONN TO MANUFACTURE NEW MITSUBISHI EV https://evne.ws/3Rvg2Ch CATL INTRODUCES NAXTRA SODIUM-ION BATTERIES https://evne.ws/4lK7s0s NIO UNVEILS AFFORDABLE FIREFLY ELECTRIC HATCHBACK https://evne.ws/3Roek5E XPENG UNVEILS FAST-CHARGING P7+ VARIANT https://evne.ws/4iulBfc VOLKSWAGEN UNVEILS AI-DRIVEN ADAS FOR CHINA https://evne.ws/4jgz8YV BYD TARGETS JAPANESE MINICAR MARKET BY 2026 https://evne.ws/3Rp2QPn SHANGHAI AUTO SHOW HIGHLIGHTS CHINESE EV COMPETITION https://evne.ws/3YEY9Vq ARAMCO TEAMS UP WITH BYD TO BOOST SAUDI EVS https://evne.ws/3GkCqfl TESLA SALES STAFF PRESSURED AS BRAND DECLINES IN CHINA AND COMPETITION RISES https://evne.ws/4iumapb KIA'S EV3 WINS TOP RED DOT AWARD https://evne.ws/4jerdLK UK LAUNCHES FIRST LARGE-SCALE EV BATTERY RECYCLING FACILITY https://evne.ws/3GiGTz6
Luego de una semana muy movida, Samsung se disculpa con los usuarios de su país natal, y brinda el anuncio de la activación de One UI 7 y Android 15, desde members, con lo cual comenzara seguramente la instalación mundial, ademas; Foxconn ahora ensambla el iPhone 16e en Brasil; Canonical lanza Ubuntu 25.04 Plucky Puffin, con soporte a los micros ARM y como todos los días les solicitamos sus comentarios. La administración Trump considera ampliar la prohibición de DeepSeek https://www.nytimes.com/2025/04/16/technology/nvidia-deepseek-china-ai-trump.html Foxconn ahora ensambla el iPhone 16e en Brasil https://macmagazine.com.br/post/2025/04/16/brasil-faz-parte-da-linha-de-producao-do-iphone-16e/ Samsung Members detalla oficialmente el lanzamiento de One UI 7.0 https://oneuinews.com/samsung-announces-one-ui-7-rollout-timeline-for-india/ Instagram ahora te permite combinar tus recomendaciones de Reels con las de tus amigos https://www.engadget.com/social-media/instagram-now-lets-you-combine-your-reels-recommendations-with-friends-160023003.html? Canonical lanza Ubuntu 25.04 Plucky Puffin, con soporte a los micros ARM https://canonical.com/blog/canonical-releases-ubuntu-25-04-plucky-puffin ESPERAMOS TUS COMENTARIOS...
Has Claude by Anthropic lost its edge in AI? Discover why OpenAI and Google are pulling ahead and what it means for AI dominance. Explore if Claude can stage a comeback and what's next for AI innovation. Tune in for insights and analysis.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Anthropic's Claude Losing Market EdgeComparison of AI Innovators: Anthropic vs. GoogleClaude 3.7 and Industry RelevanceOpenAI and Google AI AdvancementsEnterprise Hesitation with Anthropic's ClaudeBenchmark Performance: Anthropic vs. CompetitionClaude User Experience and Rate LimitsFuture Prospects for Anthropic and ClaudeTimestamps:00:00 Anthropic's Decline in AI Race02:20 Daily AI News10:00 Has Anthropic Claude Lost It's Edge?17:05 Claude's Restrictive Approach Missteps20:50 Anthropic's Delayed Feature Rollout22:17 Claude's Profitability vs. User Growth27:42 Can Anthropic Stay Competitive?30:02 Anthropic's Struggle Against Gemini Models32:57 "Claude's Ranking Below Top 10"36:08 Coding Model Rankings: OpenAI Tops40:46 "Claude's Decline Amidst AI Advancements"44:00 "Frustration Over Usage Limitations"48:33 Anthropic Lags Behind Google/OpenAI49:10 "Stay Connected & Engaged"Keywords:Anthropic, Claude, Claude 3.7, Claude's edge, AI model, Large Language Model, AI frontier labs, Google, OpenAI, Microsoft, Apple, Synthetic data, Differential privacy, Tariff policies, NVIDIA, U.S. AI manufacturing, Taiwan Semiconductor, Foxconn, Wistron, Digital twins, Advanced robotics, GPT 4.1, Million token context window, API developers, Context processing, Claude's competitiveness, Internet access, Third-party integrations, Rate limits, Claude artifacts, Claude projects, Computer use, Power users, AI safety, Claude Max, Rate limit sessions, Cloud recovery, AI coding index, Coding performance, Price comparison, Benchmark performance, Intelligence index, Human preference, Elo score, Web traffic, Market competition, Enterprise challenges.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner
Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Deal-Monday: MSC kauft Häfen. Silver Lake kauft bei Intel. CVC kauft vielleicht Golub. NATO kauft bei Palantir. Zoll-Montag: Trump pusht Autos & warnt Smartphones. Sonst so? Pfizer pusht Zealand, Viking & Metsera. LVMH leidet und MSCI Argentina boomt. Wer baut mit NVIDIA in den USA? TSMC, Foxconn, Wistron, Amkor Technology und Siliconware Precision Industries. Was tun, wenn die Börsen schwanken? Geh in den Garten und entspann dich! Das machen tatsächlich viele so. ScottsMiracle-Gro (WKN: 883369) freut's. Ist Iveco (WKN: A3DBBA) das Thyssenkrupp der Italiener? Diesen Podcast vom 15.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart MAZDA REVEALS EZ-60 CROSSOVER FOR GLOBAL LAUNCH https://evne.ws/4luHcXO FOXCONN EXPANDS EV PRODUCTION FOR U.S. MARKET https://evne.ws/4coq1CU BYD UNVEILS HAN L AND TANG L WITH RAPID CHARGING https://evne.ws/4lro90q BYD DOLPHIN MINI BEGINS EUROPEAN JOURNEY https://evne.ws/4i9UaqM BYD EXPANDS PHEV LINEUP IN EUROPE https://evne.ws/4j2AkPs JEEP'S UPCOMING WAGONEER 4XE PROTOTYPE SPOTTED https://evne.ws/3RHBrrR GERMAN AUTOMAKERS PREPARE FOR SHANGHAI EV SHOWCASE https://evne.ws/42iu5kZ GERMANY'S GOVERNMENT SHIFT SUPPORTS CAR INDUSTRY AND DEFENSE https://evne.ws/4j3y8Y2 ITALY'S EV SALES SURGE IN MARCH 2025 https://evne.ws/4lF1iP8 ENERGYHUB AND GM PARTNER ON EV INTEGRATION https://evne.ws/3RcVuhS REDWOOD MATERIALS LAUNCHES SAN FRANCISCO R&D HUB https://evne.ws/4i9V2M4 KIA UNVEILS NEW NORTH AMERICAN ELECTRIC PICKUP https://evne.ws/4j7njV3
In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss the new Tesla Cybertruck RWD, more tariff mayhem, Lucid buying Nikola, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla (TSLA) surges on Trump announcing bigger tariffs on China that will destroy its energy business Tesla stops taking Model S and Model X orders in China amid new tariffs Tesla launches new Cybertruck RWD for $70,000, removes tons of cool features Tesla quietly removes range extender battery option on Cybertruck Tesla's US sales are worse than what is reported, here's more accurate data Lucid acquires Nikola's factory, some assets, and offer jobs to workers BYD launches its first EVs with ultra-fast charging starting at just $30,000 BMW EVs are gaining more range this year as the 2026 iX hits an impressive 364 miles Check out the Kia EV2: This small electric SUV has a big personality Smartphone manufacturer Foxconn plans to bring two EV models to the US Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET): https://www.youtube.com/live/mHFEKgtRRts
Why I'm so excited about the tariffs You may be thinking I'm a little bit crazy or blind to what is happening now, but I really wish people would be a little more patient and give this a few months to see the benefits. I want to remind people that the path we were on could've led to a collapse just like the great Roman Empire in 476 A.D. The United States in 2024 helped other countries grow their economies by sending them over $1 trillion in trade, not even close to fair trade and that is money we will never see again. Also in 2024, we saw our national debt climb to $35.5 trillion, an increase of roughly $2.5 trillion dollars in just one year! If that continued for the next 10 years, we would have debt of nearly $60 trillion, which would be unsustainable. Let's not even talk about the interest payments on a debt level that high. What is already starting to happen is not the foreign countries, but rather the foreign companies themselves want to continue to be profitable and understand they must produce and be located in the United States. Companies like Siemens from Germany, Taiwan semiconductor and Foxconn along with others have already made huge financial commitments that will benefit their companies and also our country as well. As the days, weeks, and months pass along, I believe you will be hearing about more companies coming to the United States. I believe immigration will also change because we simply do not have enough workers to fulfill all these new jobs. This could lead these foreign companies to bring their workers along, which would make them part of the US consumer base that buys houses, cars, and simple things like go to the grocery store and go out to dinner and even get haircuts. This is quite a bit different from the problems we have with immigration now as it has become a big burden on the US economy. I believe this would create a major win for our country, please be patient! Good luck if you are trying to time the market If you have sold out of strong companies at good valuations during this market pullback, I believe you have made a huge mistake. As I have said there will be positive news that comes about and moves the market higher, which then leaves you with the question of what do you do now? Get back in? Wait for it to pull back? These trading mistakes can cost you immensely in the long run. I was surprised to see that going back over the last 20 years, seven of the top 10 days in stocks came within a two-week period of the worst 10 days. Which means many people that sold during the worst 10 days likely also missed those great days and the eventual recovery. A great example showing how quickly the tide can turn came on Wednesday after the announcement that there will be a 90-day pause on the full effect of tariffs since more than 75 countries have contacted US officials to negotiate a solution. There was also news that there is an “on the water clause” for cargo entering the US ports. This means any cargo “loaded onto a vessel at the port of loading and in transit on the final mode of transport on or after 12:01 a.m. EDT April 5, 2025, and before 12:01 a.m. EDT April 9, 2025, and (2) are entered for consumption, or withdrawn from warehouse for consumption, before 12:01 a.m. EDT on May 27 2025, are subject to the 10% additional rate in lieu of the country-specific rate of duty.” This is important as it will give companies more time to plan for elevated tariffs. These announcements led to a huge gain in stocks with the Dow climbing 7.87% on the day and the S&P 500 climbing 9.52%. The thing that surprised me was many companies that have China ties also rebounded substantially, but the tariff charged to China will be 125%, effective immediately. I'd be careful buying the dip here on all companies, but the important point I want to show is that the tide can turner quicker than you think! How does the United States collect tariffs? It is quite the system and it's not as simple as a country/importer sending a check to the United States. The US doesn't do the calculation for every shipment that comes into the country. No matter how it comes in, if it is by truck, plane or ships the country doing the importing is the one that calculates the tariffs and sometimes they use what are known as customs brokers to do the calculation for them. It may surprise you that it is somewhat on the honor system. Before a shipment approaches the border, the importer or the customs broker files electronically the paperwork and says what they are bringing and how much they owe. When the ship pulls into port, the information is reviewed by customs agents before they allow the goods to be unloaded and released. It is kind of like when we file our tax returns. It is on the honor system that you put in all the correct information and just like you may be audited on your tax return, customs do perform random inspections to verify what is being brought in and that the tariff amount is correct. Importers have an account with customs and pay the duties to them. If they use a licensed customs broker, then that broker would make the payment. After all this is completed, whoever imported the goods has 10 days to pay the duties. The penalties are pretty hefty if the importer does not pay within 10 days as they will be hit with admin fees, interest, and other penalties along with the biggest concern which would be suspension of deliveries to the United States. I would definitely say it is in the best interest pf these importers to pay the United States customs within 10 days. China may look at other avenues to hurt the US in this trade war I've said this before, but the tariffs on Chinese goods hurts them more than their tariffs on our goods. The simple math on it is the U.S. exported $143.5 billion of goods to China in 2024, while importing products worth $438.9 billion. Trade is way more important to their economy considering the fact they are a net exporter and a large one at that. In 2024, China exported roughly $3.58 trillion worth of goods, while importing just $2.59 trillion worth of goods for a surplus around $1 trillion. This makes trade a huge part of GDP as net exports contribute around 20% of GDP. The US on the other hand is a net importer so our trade deficit actually subtracts from GDP. What else can China do to harm the US? China did issue an alert warning its citizens of the potential risk of traveling to the US and attending schools there. Although there were approximately 1.6 million Chinese tourists that visited the US in 2024 and more than 250,000 students enrolled in schools, I don't see this advisory as too problematic especially considering there was an estimated 77.7 million people from other countries that visited the US in 2024. The big concern people have is China selling our debt to drive up borrowing costs. I was disappointed by an article that said China could crush our housing market by selling mortgage-backed securities. Seemed a little dramatic to me considering foreign countries only owned 15% of the total outstanding mortgage-backed securities. Top owners did include China, Japan, Taiwan, and Canada, but I don't see those other players selling at this point in time to harm US markets. It appears China holds just around 2-3% of these mortgage-backed securities and has been selling them over time with holdings down 8.7% year over year in the month of September and down 20% by the start of December. Even looking more broadly at U.S. treasury securities, China owned just $760.8 billion as of January 2025, which would represent about 2.2% of the total U.S. federal debt. Be careful falling for click bait, as I don't believe China has the ability to “crush” our housing market. It would likely cause interest rates to increase slightly, but an outright crash would be extremely unlikely. Overall, while this trade war may hurt us, I still firmly believe it will have a far larger negative impact on the Chinese economy! Why You Should Never Buy a Certificate of Deposit (CD) Again For decades, certificates of deposit (CDs) have been a go-to option for savers looking to earn a little extra interest while keeping their money safe. However, in today's financial landscape, CDs have become nearly obsolete, offering little to no advantages over more flexible and higher-yielding alternatives. One of the biggest drawbacks of CDs is their lack of liquidity. When you lock your money into a CD, you typically agree to keep it there for months or years. Withdrawing early results in penalties, often forfeiting several months' worth of interest. High-yield savings accounts, on the other hand, offer similar or even better interest rates while allowing you to withdraw funds at any time. Many online banks now offer savings accounts with yields that rival or exceed CD rates, giving you the best of both worlds: competitive returns and unrestricted access to your money. Another option is U.S. Treasury Bills (T-Bills) which are one of the best alternatives to CDs, offering higher returns with even greater security. Backed by the U.S. government, they are virtually risk-free and often yield more than CDs of similar durations. Additionally, T-Bills offer tax advantages, as the interest earned is exempt from state and local income taxes—something CDs cannot provide. Money market accounts provide another strong alternative to CDs. They often have rates similar to or higher than CDs but come with added flexibility and liquidity. Additionally, money market funds that hold federal or municipal debt come with some tax-exempt income as well. CDs may seem like a safe, simple choice, but in reality, they are an outdated savings vehicle that rarely makes financial sense anymore. Whether you choose a high-yield savings account, T-Bills, or money market funds, there's always a better alternative that offers higher returns, more liquidity, or better tax advantages. Companies Discussed: RH (RH), Caterpillar Inc. (CAT), Harley-Davidson, Inc (HOG) & Warner Bros. Discovery, Inc (WBD)
- Analysts Forecast Big Drop in U.S. Car Sales - China Car Sales Up Strong in March - China Exports Down on Russian Tariffs - Musk and Navarro Diss Each Other - U.S. Traffic Deaths Finally Drop, A Bit - VW To Launch 3 New EVs At Shanghai Show - Kia Developing EV Pickup for U.S. - Foxconn To Build 2 EVs In U.S. - BYD Cuts Prices Even More - BMW Show Humanoid Robot Working U.S. Assembly Line
- Analysts Forecast Big Drop in U.S. Car Sales - China Car Sales Up Strong in March - China Exports Down on Russian Tariffs - Musk and Navarro Diss Each Other - U.S. Traffic Deaths Finally Drop, A Bit - VW To Launch 3 New EVs At Shanghai Show - Kia Developing EV Pickup for U.S. - Foxconn To Build 2 EVs In U.S. - BYD Cuts Prices Even More - BMW Show Humanoid Robot Working U.S. Assembly Line
En el Radar empresarial de hoy vemos una de las siete magníficas que más está sufriendo el momento de gran volatilidad provocado por los aranceles: Apple. La compañía de la gran manzana pierde en los últimos días una capitalización de 638 mil millones de dólares, debido a la pérdida del 20% en sus acciones. Y es que la tecnológica es una de las grandes perjudicadas por estos gravámenes por la forma que tiene de producir sus móviles y ordenadores. Según datos de Evenscore, el 90% de los Iphone se ensamblan en China. En cuanto a la producción total, en China se fabrica el 80% de sus productos. Todas estos móviles, airpods y macs se llevan a cabo en colaboración con el desarrollador de chips Foxconn. Es por esto, que los aranceles del 50% que quiere imponer la administración Trump al gigante asiático afectan y mucho a la compañía. Ahora la intención de Estados Unidos es que China se pliegue con estos nuevos aranceles sin que tampoco tome nuevas contramedidas. ¿Qué alternativas le quedan al país asiático para poder seguir siendo una potencia en cuanto al consumo, sobreviviendo a la vez a la imposición de estos gravámenes? Juan Ignacio Crespo, Estadístico del Estado y analista financiero. Una de las posibles alternativas que tiene ahora sobre la mesa Apple es cambiar China por la India para el ensamblaje de sus ordenadores y móviles. Se espera que en los próximos años aumente la fabricación de sus productos en el país. Las fábricas indias empezaron con las primeras distribuciones de Iphone en 2020. Además, el año pasado se convirtió en una de las empresas extranjeras con más peso en la India creciendo un 30% interanual. Además, los aranceles impuestos al país son del 26%, menos que los impuestos a China. Pero India no quiere pertenecer a uno de los países perjudicados por estas tarifas. Para evitar esto, el el ministro indio de Exteriores, Subrahmanyam Jaishankar, y el secretario de Estado de EE.UU., Marco Rubio tuvieron el martes una conversación telefónica en los que trataron nuevos posibles acuerdos comerciales y con los que desde el gobierno indio pretende que la Administración Trump les rebaje o incluso les quite los aranceles. Uno de los aspectos que más preocupa al consumidor es cuanto costaría los Iphone con la entrada en vigor con los nuevos aranceles. Los analistas de UBS piensan que el Iphone podría tener un coste adicional de 350 dólares o un 30%. Este miedo a este encarecimiento ha hecho que las ventas de Iphone se hayan disparado en los últimos días. Empleados de varias tiendas de Apple aseguraron a Bloomberg que el ambiente y la afluencia en las tiendas de los clientes era muy similar a lo vivido en temporada navideña, una de las épocas de más consumo.
El peso y la bolsa caen por temores de recesión global tras aranceles de Trump, el 30% de las candidaturas a la Suprema Corte son de morenistasy Nissan fabrica en México la pickup que exportará a toda América Latina, con Gonzalo Soto y Ivet Rodríguez00:00 Introducción02:24 Peso y bolsa caen por temores de recesión global tras aranceles de Trump10:43 Contratos de swaps sobre deuda mexicana alcanzan niveles de inicios del Covid15:13 Foxconn ya hace data centers de Nvidia en México17:12 Morenistas, el 30% de las candidaturas a la Suprema Corte20:56 Nissan fabrica en México la pickup que exportará a toda América Latina
What a sea of red! There is a duality in in crisis - a time of danger is when opportunity arises. Asia-Pacific markets are trading sharply lower following one of the worst two-day routs in S&P 500 history. Hosted by Michelle Martin, this episode breaks down how global economies and companies like Tesla, Foxconn, and Berkshire Hathaway are responding to escalating trade tensions. We spotlight Oceanus, Uni-Asia, DBS, and UOB on institutional trading activity.Corporate earnings from Levi Strauss to JPMorgan are on the radar this week. See omnystudio.com/listener for privacy information.
US equity futures are lower after sharp declines on Friday. European markets opened broadly weaker, and Asian equities ended sharply lower. Markets remain unsettled ahead of Wednesday's reciprocal tariff announcement by President Trump, who indicated tariffs would apply universally to all countries, contradicting earlier suggestions of possible exemptions. Goldman Sachs revised its outlook to three Fed rate cuts in 2025, up from two previously. Inflation concerns are mounting following Friday's hotter-than-expected US core PCE inflation data, accompanied by elevated consumer inflation expectations in the Michigan survey. Meanwhile, there are signals the EU may consider concessions. Separately, the China government confirmed plans for a $69 billion capital injection into major state-owned banks to boost lending and stimulate the economy.Companies mentioned: xAI, Tesla, Blackstone, TikTok, Softbank, Nvidia, Foxconn
- Trump Slaps Tariff on All Car Imports - Hyundai Holds Grand Opening for New Georgia Plant - Audi Controls Production Virtually - BMW Partners for AI Interior Tech - Foxconn Hopes EV Showcase Attracts New Partners - EVs Lose More Value Than Other Vehicles
- Trump Slaps Tariff on All Car Imports - Hyundai Holds Grand Opening for New Georgia Plant - Audi Controls Production Virtually - BMW Partners for AI Interior Tech - Foxconn Hopes EV Showcase Attracts New Partners - EVs Lose More Value Than Other Vehicles
This week the show opened with Tom quickly covering numerous news stories, including the likely demise of Cadillac's last sedans, General Motors buying electric vans from Hyundai, and Cummins building a high-torque gasoline alternative to its medium-duty B6.7 diesel engines. Jill and Tom also briefly discussed the rumored production by Foxconn of electric vehicles in the U.S., most likely for Mitsubishi and Nissan. Still in the first segment, Jill reviewed the 2025 Hyundai Tucson Hybrid. Listen in to get Jill's take on the popular compact crossover. In the second segment, Jill and Tom are Joined by Alex Kwanten of U.S. News and World Report. Alex walked the hosts through the outlet's 2025 Best Cars for Families list. The list includes sedans, crossovers, and electric vehicles. In the last segment Jill is subjected to Tom's “Where is it Built: Special Tariff Edition” quiz.
S&P futures are pointing to a flat open today, down (0.07%). Asian equities traded mixed, with notable weakness in Greater China markets, while Japan's Topix outperformed. European markets are trading lower this morning, with major indexes all edging down. Companies Mentioned: T-Mobile, General Motors, Hyundai, Foxconn, Mitsubishi Motors
- Foxconn Will Make EVs for Mitsubishi - Magna to Build Chinese EVs in Austria - Amazon Adding Used Cars to Shopping Platform - Hino Hit with Huge Fine for Cheating - EU Investigating BYD Plant for Unfair Aid - Clock Ticking on UAW/VW Contract Deal - Tesla's Sales Plunge in Europe - Hyundai Developing Robot Security Systems - U.S. Vehicles Thefts Down Thanks to Hyundai/Kia
- Foxconn Will Make EVs for Mitsubishi - Magna to Build Chinese EVs in Austria - Amazon Adding Used Cars to Shopping Platform - Hino Hit with Huge Fine for Cheating - EU Investigating BYD Plant for Unfair Aid - Clock Ticking on UAW/VW Contract Deal - Tesla's Sales Plunge in Europe - Hyundai Developing Robot Security Systems - U.S. Vehicles Thefts Down Thanks to Hyundai/Kia
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.We're under 2 months away from the auto industry accelerator, ASOTU CON! You can get your tickets now at asotucon.com.Today we're talking about how tech giant Foxconn is getting ready to reveal new EV partnerships and speculate on who those could be. Plus, we cover affordability easing and In N Out's servant leadership mentality.Around 80 tornados were reported as a result of this past weekend's powerful storm system, leaving a trail of destruction across the Central and Eastern US. As the communities affected begin to rebuild, we know dealers will do what they do best—step up, lend a hand, and take care of their neighbors. At ASOTU, we're here to amplify their efforts, share their stories, and support in any way we can.Taiwanese tech giant Foxconn, better known as Apple's iPhone manufacturer, is reportedly closing in on EV partnerships with two Japanese companies. This news follows speculation about a possible alliance with Nissan or Honda, especially after their failed merger talks.Hon Hai Precision Industry Co. (Foxconn's official name) is expected to finalize the deals within two months, according to Chairman Young Liu.Liu did not confirm the companies but emphasized contract design and manufacturing services as part of the agreements.The March 11 appointment of Ivan Espinosa as Nissan's CEO could pave the way for new negotiations.Foxconn is making global EV plays, having already signed deals with ZF Group (axle systems), Stellantis (semiconductors), and Infineon (silicon carbide chips), and aiming to start North American production of its Model C crossover in late 2025 to counter rising U.S. tariffs.Liu: “We are not looking to acquire Nissan but are interested in working with them.”New-vehicle affordability improved in February, reaching its best level in over three years, according to the Cox Automotive/Moody's Analytics Vehicle Affordability Index.The average price of new vehicles fell by 1.3% for the month, improving affordability despite higher interest rates.Auto loan rates rose slightly to 10.16%, the highest in four months, but income growth (+3.5% YoY) helped offset this.Typical monthly car payments declined to $748, down 1.1% month-over-month and 1.3% YoY.It now takes 37.2 weeks of median income to buy a new vehicle, an improvement from 39.0 weeks a year ago.On the heels of being named the 8th Best Company to Work For, In-N-Out Burger CEO Lynsi Snyder credits her “servant leadership” approach as the driving force behind the company's success. The heiress views her employees as family and follows a leadership philosophy that prioritizes the employees over executive demands, or as we would say around here: “Love People More Than You Love Hamburgers”Servant leadership focuses on employee growth and well-being, a value Snyder says she inherited from her family.Her grandfather built the foundation with hard work and passion, while her father emphasized humility and quality.HeHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email
- Foxconn To Sign EV Deal with Two Japanese Automakers - CATL Developing 2nd-Gen Sodium-Ion Batteries - Ford Stockpiling Car Parts Ahead of Tariffs - California HOV Lanes for EVs End in September - Former Waymo CEO Trashes Tesla's Robotaxi - London Congestion Fee Reduces Pollution - BMW Integrates Huawei Tech into Vehicles in China - Autoline Poll Results
- Foxconn To Sign EV Deal with Two Japanese Automakers - CATL Developing 2nd-Gen Sodium-Ion Batteries - Ford Stockpiling Car Parts Ahead of Tariffs - California HOV Lanes for EVs End in September - Former Waymo CEO Trashes Tesla's Robotaxi - London Congestion Fee Reduces Pollution - BMW Integrates Huawei Tech into Vehicles in China - Autoline Poll Results
At this year's ITA Showcase, I had the pleasure of speaking with Vinny Maniola of IP Infusion about how open networking and disaggregation are reshaping the industry. With over 25 years in business, IP Infusion has been at the forefront of network innovation, offering Oknos, an open network operating system (NOS) that provides service providers and enterprises with cost-effective, flexible alternatives to legacy networking solutions. Open Networking: The Next Evolution For the first 15 years, IP Infusion sold its NOS as source code to OEM hardware vendors. Over the past decade, the open networking movement has created a new opportunity—allowing IP Infusion to provide its software on white-box hardware from leading vendors like Foxconn and Edgecore. With supply chain challenges and license renewal headaches affecting legacy networking vendors, service providers have begun embracing open networking as a viable alternative to traditional locked-in solutions from Cisco, Juniper, and Nokia. “We offer the same level of reliability and support, but at a fraction of the cost—without vendor lock-in,” said Vinny Maniola. What is Disaggregation & Why Does It Matter? Disaggregation is the practice of decoupling the network operating system from the hardware. Traditionally, vendors bundle their software and hardware together, forcing customers to rely on them for upgrades, licensing, and supply chain availability. By separating the NOS from the hardware, IP Infusion gives customers: More choice – Support for over 40 hardware platforms Supply chain flexibility – Multiple sourcing options No hidden fees – Perpetual licensing model (no forced renewals) “If a hardware vendor has a lead time issue, we provide options,” Maniola explained. “And our licenses are perpetual—buy it once, no ongoing renewal costs.” Who is Using IP Infusion? IP Infusion's customers include: Tier 1 & Tier 2 carriers (NTT, Unity Fiber) Data centers (a growing sector) Wireless & fiber ISPs (WISPs, FISPs) – 100+ new customers annually Many of these organizations are looking for alternatives to high-cost, locked-in vendor solutions—and IP Infusion is filling that gap. What's the Buzz at ITA? At ITA Showcase, Maniola noted that the biggest concerns from service providers were: Rising licensing costs from legacy vendors BEAD funding rollout – When grants will be available & how they'll be deployed Equipment availability & deployment timelines IP Infusion provides fast lead times (as short as 12 weeks) and works with partners to maintain inventory, ensuring customers don't have to plan 65 weeks in advance for their networking needs. Where to Learn More For those interested in exploring IP Infusion's open networking solutions, you can: Visit: www.ipinfusion.com Download a free trial to test the software Check out case studies & customer success stories With open networking gaining momentum, IP Infusion is providing a cost-effective, flexible, and reliable alternative for service providers, data centers, and enterprises looking to break free from vendor lock-in. Thanks to Vinny Maniola for the great conversation at ITA! Looking forward to seeing how open networking continues to shape the industry.
Plus, Foxconn gets a sales boost this year from artificial-intelligence servers. And streaming services are looking to YouTube creators for their next big hits. Shara Tibken hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, an X outage that Elon Musk blames on a “massive cyberattack.” And iPhone assembler Foxconn develops a large-language model. Shara Tibken hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Former Bank of Canada and Bank of England governor Mark Carney is set to take over from Justin Trudeau as Canada's prime minister. And, Foxconn builds its own AI model called FoxBrain. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
US administration in multiple talks for TikTok sale, Apple reportedly delays smart display, Foxconn introduces FoxBrain AI. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can support the show on Patreon,Continue reading "Is Manus World’s Fully Autonomous AI Agent? -DTH"
In the 2nd hour of the Marc Cox Morning Show, the crew dives into everything from the ongoing debate over daylight saving time to Trump's critique of the media and the Supreme Court's controversial ruling on foreign aid. Marc and Kim reflect on Kentucky's big win and the St. Louis City soccer team's rise, while also tackling political hot topics like women's rights protests and the Boston Children's Hospital's stance on transgender issues. Hans von Spakovsky joins to break down the Supreme Court's ruling against Trump, followed by a conversation on government power shifts. Later, the team discusses crime in St. Louis and the closure of "The Last Hotel," Nicole Murray's birthday celebration, and big business news like Novo Nordisk's stock drop and Taiwan's Foxconn unveiling a new AI model. They finish with a passionate debate on whether daylight saving time should be permanent. Ethan wraps up with the latest on James Bond, Gene Hackman's tragic passing, Sesame Workshop's financial struggles, and a wild $90K Cheeto auction. #MarcCoxMorningShow #DaylightSavingTime #Trump #SupremeCourt #JamesBond #GeneHackman #WoollyMammoth #CheetoAuction #StLouisNews #SportsTalk #WomenRights
* A very long SOTU* Al Green meets Buju Banton, Tripadvisor objects* The most beautiful, terrifying word in the English language* The “deficit” you shouldn't care about * The forgotten Foxconn boondoggle * The hopeless Democrats* Maybe look at, say, Dean Phillips and ignore the Squad* Asian finger cuffs* Two cheers for parliamentary democracy * Poor lil' Marco * Who killed Gene Hackman's dog? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.wethefifth.com/subscribe
This week on Sinica, I chat with economic historian Andrew B. Liu of Villanova University about how to understand Trump's thinking on China and tariffs. Andy wrote about this in an excellent piece on N+1 called "Back to the 80s? Trump, Xi Jinping, and Tariffs." Check it out and then listen to the show!3:59 – How the U.S.'s current trade anxieties echo those of the ‘80s9:34 – How Cold War geopolitics shaped U.S.-Japan trade relations18:23 – The lessons China learned from Japan's experience and how it has shaped its recent economic strategy 21:03 – What Xi Jinping's vision for the Chinese economy actually looks like 34:26 – Why China is favoring a more Ford-like model of industrial structure41:28 – Michael Pettis's ideas from Trade Wars Are Class Wars and points of critique 52:44 – The Trump administration's use of tariffsPaying It Forward: Viola Zhou's reporting on Rest of World (especially her piece on Foxconn in India) and Dong Yige Recommendations:Andrew: Hetty Lui McKinnon's Substack for vegan modern Cantonese recipes Kaiser: The Substack of the Carter Center's U.S.-China Perception Monitor; and the essay “The new frontline: The US-China battle for control of global networks” on the Transnational Institute websiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.