Podcasts about Huawei

Chinese technology company

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    Taisei Times
    260802 近況(ベルランゴ、HUAWEI BAND、洗濯機、タングステン)TT118

    Taisei Times

    Play Episode Listen Later Aug 1, 2026 17:21


    1. 新車(シトロエン・ベルランゴ)の納車と感想 納車: 前回の配信から1週間後、シトロエンのベルランゴが納車されました。 デザインと使用感: 外観は可愛らしく、横幅が広い割に前後が短い独特のバランス(縦横比)を気に入っています。 操作性: 概ね想定内ですが、回転式のシフトスイッチ(パーキング、バック、ドライブなどの切り替え)だけは使いにくく、従来のレバー式の方が扱いやすいと感じています。 燃費と積載性: 燃費は以前の車(シエンタ)よりわずかに良く、横幅があるため、後述する古い洗濯機の運搬もスムーズに行えました。2. 人間関係と教育機関との関わり 金沢での交流: ベルランゴ納車前日に、教え子からの誘いで急遽金沢へ向かい、シエンタでの最後の車中泊を経験しました。 母校(高専)との繋がり: 母校である高専を支援する企業の「工場見学会」に参加し、データセンターを運営する企業を訪問しました。 その後の懇親会では、かつての恩師たちが学科長などの要職に就いている姿を確認しましたが、「先生と学生」という当時の関係性は時を経ても変わらないと感じています。 高専出身者同士、共通の知人がいることで、仕事上の技術的な相談も話しやすい雰囲気があることを再認識しています。3. スマートバンドの導入 購入の目的: 子供の寝かしつけ中に一緒に寝てしまうことが多いため、目覚まし代わりとして「Huawei Band 10」(アルミニウムエディション)を5,000円〜6,000円で購入しました。 使用感: 当初は起きられませんでしたが、数日使ううちに効果を実感し始めています。 ハードとソフト: ハードウェアの質には満足していますが、米中対立の影響でGoogle Playストアが使えず、アプリをブラウザからダウンロードする必要がある点や、Googleヘルスケアとの歩数連動ができない点に不便さを感じています。 モニタリング: 睡眠中の心拍数の変化を可視化できることに面白さを感じています。4. 洗濯機の買い替え 経緯: 奥様が独身時代から使っていた東芝製の古い機種(TW-200V)が、ヒーター詰まりによるエラーで乾燥機能などが停止したため、買い替えを決めました。 新機種: パナソニックの「NA-LX127C」をメルカリで165,000円(型落ちの中古品)で購入しました(新品の最新機種は約30万円)。 満足している点: 洗剤の自動投入機能により、毎回の手間や詰め替え作業が激減したこと。 スマホ連携機能や、洗浄時のドラムの動きが滑らかになったこと。 振動が劇的に少なくなったことに驚いています。 不満点: ドアを閉める時の音が、以前の機種の重厚な「ドスン」という音から、軽い「ガチャ」という高い音に変わった点のみ、前の機種の方が好みでした。5. 業界ニュース:台湾のタングステン関連会社社長の殺害事件 事件の概要: 超硬合金の原料であるタングステンのリサイクルを行う台湾の大手企業(年間4,000トンの処理能力)の社長が殺害されるという、業界に衝撃を与えるニュースがありました。 背景と憶測: 中国がタングステンの出荷制限をかける中、この台湾企業は制限対象外だった可能性があります。 不審な点: 椅子に縛られて暴行された形跡があることや、6月末から監視カメラが作動していなかったことなどから、金品目的ではなく、中国側からの暗殺の可能性も否定できないと考察しています。 所感: 過去の「餃子の王将」社長殺害事件や、SF小説『三体』の権利を所有していた林奇氏の毒殺事件などを引き合いに出し、利害関係による社長殺害事件の怖さを語っています。

    49W
    Neler Oluyor? Çin'de Büyük Reform, Güney Kore Borsası Coşuyor

    49W

    Play Episode Listen Later Jul 31, 2026 118:15


    Neler Oluyor'un 144. bölümünde Vahit ve Yaşar, dünya gündemini değerlendiriyor.00:00 Giriş ve Bayram Muhabbeti04:14 Papa 14.Leo'nun Ensikliği: MAGNIFICA HUMANITAS33:34 Kore Borsası ve Yabancı Yatırımcıların Payı57:30 Huawei'in Çip Atılımı ve Tao Yasası1:10:58 Çin'de Hukou Düzenlemesi ve Yeni İç Hareketlilik1:32:50 Çin'de Yerel Hükümet Borçluluk ve Harcamaların Yönü 1:40:31 Premier Lig Şampiyonluğu: Arsenal'ın Fan Kitlesi ve Premier League Markası

    ITmedia Mobile
    耳をふさがないイヤーカフ型「HUAWEI FreeClip 2 S」登場 音質や装着感を強化

    ITmedia Mobile

    Play Episode Listen Later Jul 30, 2026 0:20


    耳をふさがないイヤーカフ型「HUAWEI FreeClip 2 S」登場 音質や装着感を強化。 ファーウェイ・ジャパンは、イヤーカフ型イヤフォンのフラッグシップモデル「HUAWEI FreeClip 2 S」をクラウドファンディングサイト「Makuake」で先行販売する。プロジェクト期間は9月29日22時まで。

    The Vergecast
    The Z Fold 8 is the new foldable to beat

    The Vergecast

    Play Episode Listen Later Jul 29, 2026 37:34


    The wide foldable is here, and it's glorious. The Verge's Dominic Preston has been reviewing Samsung's Galaxy Z Fold 8, and joins the show to explain what this shorter, wider device gets right, what it's still missing, and why this looks like the right kind of foldable for most people. (Once the price comes down, anyway.) With a similar foldable iPhone likely coming soon, it's shaping up to be a fun year of foldables. Further reading: OpenAI's rogue AI agent didn't stop at hacking Hugging Face | The Verge The US is banning foreign robots | The Verge DoorDash is going airborne with new drone delivery division Willie Nelson is pushing back against data centers in his hometown. Samsung's Galaxy Z Fold 8 feels like the future Huawei beats Samsung and Apple to market with the first wide foldable A wide foldable iPhone dummy emerges amid rumors of a delay So long, small phones Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    TechLinked
    Claude Chats Appear in Google Search, GrapheneOS Duress PIN Prosecution, RAM Crisis Hits PCs and Phones + more!

    TechLinked

    Play Episode Listen Later Jul 28, 2026 9:31


    News sources: https://lmg.gg/9Vehu Timestamps: 0:00 Shared Claude chats appear on Google 1:39 Man faces prison for wiping his phone 3:08 PC shipments fall as tech gets pricier 5:31 QUICK BITS INTRO 5:37 Huawei may build its own DRAM fab 6:17 Microsoft cracks down on Windows piracy 6:53 Facebook verifies users are human 7:26 Vatican prayer app leaks user data 8:26 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices

    The KT Temple Real Estate Podcast
    Episode 143: AI on Trial & The Future of Your Money

    The KT Temple Real Estate Podcast

    Play Episode Listen Later Jul 28, 2026 21:02


    Markets are moving, rates are stuck, AI is getting sued, and a Chinese tech giant is quietly challenging Microsoft.

    49W
    Neler Oluyor? Çin Malı 2025, Petrol Fiyatları Düşüyor

    49W

    Play Episode Listen Later Jul 28, 2026 121:34


    Vahit ve Yaşar, dünya gündemini yorumluyor.00:00– Giriş2:11 – Dünyadaki Petrol Fiyatlarının Düşüşü17:38 – Suudi Arabistan'ın Ekonomik Durumu, Borçları ve 2030 Vizyonu26:07 – Çin'in Endüstri Politikaları ve “Made in China 2025” Vizyonu1:15:04 – Nvidia ve Huawei'in Teknolojileri / Yarı İletken Çip Rekabeti1:41:42 – Dünyada Artan Bahar Alerjisi Sendromu2:01:03 – Kapanış

    Kinapodden i P1
    Så kan ”gisslandiplomati” bli ett vapen mellan Kina och USA

    Kinapodden i P1

    Play Episode Listen Later Jul 27, 2026 18:45


    Kanadensare fängslades i Kina när USA slog till mot telekombolaget Huawei Lyssna på alla avsnitt i Sveriges Radios app. En sen septemberkväll 2021 har ett flygplan landat på en flygplats i södra Kina och en kvinna i illröd klänning vinkar från flygplanstrappan. Meng Wanzhou är en av telekomjätten Huaweis toppchefer och har precis släppts från husarrest i Kanada tillsynes i utbyte mot två kanadensare som suttit fängslade i Kina.I Radiokorrespondenterna Kinas sommarserie pratar vi om Pekings geopolitiska verktyg och hur de kan användas i dagens stormaktskonflikt med USA. I det tredje avsnittet hör vi om den så kallade gisslandiplomatin. Den uppmärksammades världen över när två kanadensare frihetsberövades i Kina efter att USA begärt gripandet en av Huaweis högsta chefer.Medverkande: Hanna Sahlberg, Kinareporter. Programledare: Björn DjurbergProducent: Therese Rosenvinge, Björn DjurbergKällor ljudklipp: ShanghaiEye, CCTV, Chinavtv, CNBC

    Jeff's Asia Tech Class
    Why I Like AgiBot Robotics (290)

    Jeff's Asia Tech Class

    Play Episode Listen Later Jul 26, 2026 64:46 Transcription Available


    This week's podcast is about AgiBot, a fast rising full stack robot business in Shanghai.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Why I like AgiBot:Has rapidly expanded into a full suite of robotsGoing after all the humanoid industries and use casesBuilding an almost full AI tech stack. Everything except chips.Founded and run by Huawei executives. Moving very fast.A good strategy. It appears similar to Huawei.AgiBot's strategy is to flood the market with affordable humanoids while growing the entire ecosystem with open datasets and open models. They are scaling fast in manufacturing, usage and training.They mass-produce the hardware at scale so thousands of identical robots can collect real-world data in homes and factories.At the same time they open-source the entire stack: the million-trajectory AgiBot World dataset, the GO-1 foundation model, the training tools, and the GenieSim simulation twin—so researchers and developers can build skills and applications on top without paying anything.AgiBot's affordable humanoid platform as infrastructure. Hardware sales and ecosystem services become the revenue, not software licensing.Now in the top 1-2 in humanoid sales.AgiBot shipped approximately 5168 humanoid units in 2025. ---------I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

    Techlounge Podcast
    HarmonyOS - Wie China gerade sein eigenes Apple erschafft

    Techlounge Podcast

    Play Episode Listen Later Jul 21, 2026 40:11


     Windows, macOS, Android – für die meisten von uns ist die Betriebssystem-Welt seit Jahren abgesteckt. Doch fast unbemerkt vom Westen ist ein vierter Gigant herangewachsen: HarmonyOS von Huawei, mittlerweile mit über einer Milliarde Nutzern und einem komplett eigenen Kernel, der seit Version 5 nichts mehr mit Linux zu tun hat. Sascha Pallenberg und Don Dahlmann rekonstruieren, wie ausgerechnet die US-Sanktionen von 2019 diese Entwicklung ausgelöst haben – und warum China längst nicht nur ein OS baut, sondern das gesamte Ökosystem: eigene Chips, GPUs, DDR5-RAM, In-Car-Systeme. Die Parallele zur Autoindustrie liegt auf der Hand, inklusive der Frage, wann der Kipppunkt auch bei Smartphones erreicht ist. Zum Schluss: Warum Samsung trotz Tizen, Exynos und riesigem Portfolio den großen Sprung nie gewagt hat. 

    Polityka o historii
    Polityka o historii: Magia i technologia: jak kultura Chin i Korei łączy dawne mity z biznesem?

    Polityka o historii

    Play Episode Listen Later Jul 21, 2026 62:04


    Dlaczego w krajach, które zdominowały robotyka i nowoczesne technologie, wciąż tak ważną rolę odgrywają duchy? Czy mitologia chińska i mitologia koreańska to tylko barwne legendy, czy może fundamenty, na których opiera się dzisiejszy azjatycki pragmatyzm? Gośćmi Agnieszki Krzemińskiej w podkaście „Polityka o historii” są Marcin Jacoby (sinolog, znawca kultury Chin) oraz Dominik Rutana (koreanista, badacz szamanizmu). Zastanawiamy się wspólnie, jak Azja Wschodnia łączy świat gigantów technologicznych ze sferą sacrum. Szamanizm, taoizm i buddyzm współistnieją tu w unikalnym amalgamacie wierzeń. W rozmowie ponadto: Chiny i Korea oraz ich fascynująca droga od przeszłości do współczesności. Analizujemy, jak religia w Chinach przetrwała trudne okresy historyczne oraz jak historia Korei Południowej wpłynęła na dzisiejszy obraz tamtejszych wierzeń. Sprawdzamy, na czym polega praca szamanki Mudang, kim są koreańskie gobliny (dokkaebi) i dlaczego Epoka Han jest kluczowa dla zrozumienia ikonografii dawnych bóstw. Jednym z najciekawszych wątków jest obecność magii w codziennym życiu. Dowiecie się, jak wróżbiarstwo, numerologia, feng shui oraz czytanie z twarzy pomagają w podejmowaniu kluczowych decyzji biznesowych i matrymonialnych. Rozmawiamy także o tym, jak medycyna chińska łączy się z troską o energię życiową, oraz dlaczego magia, zabobony i czary wciąż budzą emocje w społeczeństwach nastawionych na sukces. Na koniec sprawdzamy, jak chiny kultura i zwyczaje oraz kultura koreańska podbijają świat poprzez media. Analizujemy, dlaczego koreańskie filmy, popularne gry komputerowe i mroczne obrazy, takie jak film „Ring”, tak chętnie czerpią z lokalnych wierzeń o mściwych duchach kobiet. To rozmowa o zderzeniu tradycji z nowoczesnością i o tym, że w Azji sacrum i profanum to dwie strony tej samej monety. 3 rzeczy, których dowiesz się z odcinka: - Dlaczego pracownik korporacji przed ważną decyzją odwiedza szamankę? - Jak kultura Chin i Korei przemyca dawne bóstwa do współczesnych gier i filmów? - Czym różni się podejście do przodków w konfucjanizmie i szamanizmie? Oś czasu: 00:00 – Najciekawsze fragmenty 00:43 – Samsung, Huawei i duchy: paradoks nowoczesnej technologii 06:18 – Najstarsze teksty: pieśni z Chu i Zhuangzi 11:34 – Korea w cieniu Chin: regionalne mity i gobliny 19:20 – Powolne odrodzenie duchowości w Chinach 21:50 – Religia w Chinach i Korei Północnej: co przetrwało w podziemiu? 25:24 – Dlaczego tradycja przetrwała na wsiach? 34:33 – Wyjątkowość szamanizmu: Mudang i pomoc żywym 41:55 – Numerologia i wróżbiarstwo: jak zaplanować sukces? 48:47 – Sytuacja kobiet i mściwe duchy (motyw z filmu „Ring”) 58:58 – Popkultura: od gier po k-dram Dowiedz się więcej o historii na stronie na polityka.pl: https://www.polityka.pl/podkasty/politykaohistorii Zapisz się do cotygodniowego newslettera historycznego „Polityki”: https://www.polityka.pl/newslettery/

    Mobile Tech Podcast with tnkgrl Myriam Joire
    The state of mobile gaming, PlayStation ditches discs, OnePlus shuts down, Moto Edge 70 Max, Huawei Pura 90s Pro Max, Redmi Note 17 series, and more with Carl-Edwin Michel of Radio Canada

    Mobile Tech Podcast with tnkgrl Myriam Joire

    Play Episode Listen Later Jul 19, 2026 72:11


    Join me for episode 488 of the Mobile Tech Podcast with guest Carl-Edwin Michel of Radio Canada -- brought to you by Mint Mobile. In this episode, we discuss the state of mobile games -- from phones to portable consoles to emulation -- and what the disappearance of physical media means for the future of gaming. We also share our thoughts on the end of OnePlus in Europe and North America, and cover rumors, leaks, and news from Samsung, Google, Moto, Huawei, Redmi, Honor, and Hisense.Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Carl-Edwin Michel: https://www.threads.com/@carl_edwin- My MacBook Neo review: https://hothardware.com/reviews/apple-macbook-neo-review- PlayStation drops discs: https://hothardware.com/news/playstation-digital-only-sony-confirms-no-more-game-discs- Putting Steam games on cartridges: https://www.tomshardware.com/video-games/pc-gaming/pc-gamer-turns-steam-games-into-cartridges-with-ingenious-2-5-inch-ssd-system-games-are-stored-on-128gb-drives-alongside-a-script-to-auto-start-the-title-once-plugged-in- My RedMagic 11 Pro review: https://hothardware.com/reviews/redmagic-11-pro-review- OnePlus shuts down: https://9to5google.com/2026/07/13/oneplus-us-europe-shut-down-report/- Samsung Galaxy Z Fold8 creaseless display rumor: https://www.gsmarena.com/leaked_video_shows_off_samsung_galaxy_z_fold8_ultras_creaseless_display-news-73689.php- Samsung teases titanium hinge tech: https://www.gsmarena.com/samsung_introduces_flex_titanium_a_key_innovation_for_its_nextgen_foldables-news-73709.php- Google Pixel 11 2nm chip rumor: https://www.gsmarena.com/google_pixel_11_devices_to_have_the_first_2nm_smartphone_soc_new_modem-news-73693.php- Moto Edge 70 Max with Qi2 magnets: https://www.theverge.com/tech/965884/motorola-edge-70-max-qi2-wireless-price-availability- Huawei Pura 90s Pro Max: https://www.gsmarena.com/huawei_pura_90s_pro_max_goes_global_with_200mp_tele_cam_pura_90s_pro_also_unveiled-news-73694.php- Ben's Huawei Pura 90s Pro Max review: https://www.youtube.com/watch?v=LC8ED877CWE- Redmi Note 17 series: https://www.gsmarena.com/7_redmi_note_17_unveiled_with_8000mah_battery_17_pro_joins_it_with_a_9000mah_battery-news-73716.php- Honor Robot Phone specs leak: https://www.gsmarena.com/honor_robot_phones_key_specifications_leak-news-73710.php- Hisense A10 e-ink phone with detachable LCD: https://www.gsmarena.com/hisense_unveils_an_android_16_phone_with_an_eink_display_and_a_detachable_lcd_the_hisense_a10-news-73718.phpAffiliate Links (If you use these links to buy something, we might earn a commission)- ASUS ROG Xbox-Ally: https://amzn.to/4pwhC6X- RedMagic 11S Pro: https://amzn.to/4fqc9du- Samsung Galaxy Z Fold7: https://amzn.to/3Ri4GoM- Google Pixel 10a: https://amzn.to/4bkei98- Moto Razr Ultra 2025: https://amzn.to/4wz2iJ6

    Analysen und Diskussionen über China
    China in 26: EU-China Beziehungen + Russisch-chinesische Militärzusammenarbeit + Aktuelle Wirtschaftszahlen

    Analysen und Diskussionen über China

    Play Episode Listen Later Jul 17, 2026 28:07


    In dieser Ausgabe unserer Podcast-Serie „China in 26“ sprechen Bernhard Bartsch, Mikko Huotari und Claudia Wessling über drei Themen, die die kommenden Monate prägen werden: Erstens: wie steht es um die deutschen und europäischen Beziehungen zu China? Stehen die Zeichen auf Kooperation oder Konfrontation? Zweitens: wie sind die neuesten Militärmanöver von China und Russland einzuordnen? Handelt es sich um eine Machtdemonstration oder eine übersehene Bedrohung? Und drittens: was bedeuten die neuesten Wachstumszahlen aus China für Xi Jinpings Pläne für eine starke inländische Wirtschaft?Mehr über die Themen dieser Ausgabe erfahren Sie auch hier:China's export surge + Huawei's Tau Scaling Law + Sino-German trade – MERICS Europe China 360°The EU must confront China's trade challengeChina-Russia Dashboard: Facts and figures on a special relationship 

    Everything Compliance
    The Around the World and Close to Home Edition

    Everything Compliance

    Play Episode Listen Later Jul 16, 2026 53:25


    Welcome to a revamped Everything Compliance. We have a new host, Adam Turteltaub, and a new panelist, Rebecca Walker, who joins returning regulars Matt Kelly, Jonathan Armstrong, and Karen Moore for the next iteration of Everything Compliance. Matt Kelly analyzes Bosch's export controls violations involving Huawei under the foreign direct product rule, resulting in a $36 million BIS penalty, DOJ declination after self-disclosure, and major remediation hiring. Karen Moore covers the UK Commercial Payments Bill, aimed at protecting SMEs via a 60-day payment cap, mandatory late-payment interest, dispute-timing rules, a stronger Small Business Commissioner, and “name and shame” disclosures with potential ESG/fraud implications for supplier-treatment claims. Rebecca Walker shares NAVEX 2026 survey findings linking leadership “say vs. do” gaps to higher violations. Jonathan Armstrong covers a recent speech by the Director of the Serious Fraud Office, Graeme McNulty, who said the SFO intends to be a more active enforcer and to use the new failure-to-prevent-fraud offense with practical tips on policies, role-based training, fast tip-off response, properly resourced investigations, self-reporting, tone from the top, and third-party due diligence. Rebecca Walker focuses on speak-up culture, emphasizing post-report communications, lessons from KPMG Australia, and Navex data showing higher report volumes and longer investigation closure times. The members of Everything Compliance are: Rebecca Walker – a top legal mind in ethics and compliance. Woody can be reached at the law firm of Kaplan and Walker. Matt Kelly – Founder and CEO of Radical Compliance. Kelly can be reached at mkelly@radicalcompliance.com Jonathan Armstrong – a UK colleague and an experienced data privacy/data protection lawyer in London. He can be reached at Armstrong@puntersouthall.law. Karen Moore, a principal at Sounding Board Compliance, can be reached at moore@soundingboardcompliance.com The award-winning Everything Compliance is a part of the Compliance Podcast Network. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ceo director founders uk around the world bis esg armstrong woody doj huawei bosch kaplan smes sfo home edition matt kelly rebecca walker serious fraud office kpmg australia karen moore compliance podcast network jonathan armstrong radical compliance everything compliance
    Analyse Asia with Bernard Leong
    How to Actually Read the China's AI Ecosystem with Jing Yang

    Analyse Asia with Bernard Leong

    Play Episode Listen Later Jul 15, 2026 57:42


    Fresh out of the studio, Jing Yang, Asia Bureau Chief at The Information, joins us to explore how China is building frontier AI under chip constraints, state capital, and open source ambition. Jing breaks down her scoop on DeepSeek's $7.4 billion round at a $50 billion valuation, unpacking a deal structure in which the founder wrote two-fifths of the check and outside investors got no voting rights. She explains why Chinese AI valuations trail US labs, why seven to eight language model players refuse to consolidate, and why DeepSeek chose Huawei chips before Huawei knew about it. Last but not least, Jing shares the indicators she is watching from now to 2027."This is one of the things that really surprised me when I was working on this story: DeepSeek had spent a lot of time last year retrofitting their models and software with Huawei chips. I think a lot of people assumed it's because the government ordered DeepSeek to work with Huawei to embrace the domestic ecosystem, but it's actually the opposite. It was DeepSeek that voluntarily started using Huawei, experimenting with the Huawei chips, and Huawei actually only found out after. Then they started sending people to DeepSeek to help..." - Jing Yang, Asia Bureau Chief, The InformationEpisode Highlights:[00:00] Quote of the Day by Jing Yang from The Information[01:30] What changed since September: the ByteDance mystery resolved[03:00] Why China's AI must be read on its own terms[04:10] Breaking the story of DeepSeek on their 7.4B fundraise[05:40] How the valuation went from $10 to $50 billion[08:30] The lab that became famous for rejecting scaling laws[10:15] Unpacking the DeepSeek deal structure: four types of investors[12:40] Five-year lock-up and no secondary market trading[14:20] Reverse due diligence: DeepSeek vetting its own investors[16:40] Balancing open source, AGI research and IPO pressure[17:45] The irony: inclusive vision, exclusive deal structure[20:35] How Anthropic's Mythos preview changed Liang's mind[21:30] Why Chinese AI valuations look tiny next to US labs[23:00] Why Chinese founders go consumer when they go global[26:45] "The worst of customers" — price sensitivity and zero loyalty[27:45] The compute constraint that caps every Chinese lab[28:40] New labs in China: weaker infrastructure, harder exit[30:30] Can China leapfrog on hardware the way it did on models?[32:50] Stricter compliance, not political muscle[34:30] Founder power when your company becomes strategic[36:40] Junyang Lin's new lab and the scarcity premium[38:00] Open source influence versus sustainable commercial models[39:30] Zhipu versus MiniMax: how sentiment diverged after IPO[42:30] What is the right mental map for China's AI ecosystem?[43:20] The consolidation that still hasn't happened[45:00] Seven to eight serious players and nobody giving up[46:40] The one thing Jing wishes people would ask[47:20] Nobody ordered DeepSeek to use Huawei chips[50:00] Indicators to watch from now to 2027[55:30] ClosingProfile: Jing Yang, Asia Bureau Chief from The InformationThe Information Profile: https://www.theinformation.com/u/JingYangLinkedIn: https://www.linkedin.com/in/jing-yang-33548123/X: https://x.com/jingyanghkPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.

    Mobile Tech Podcast with tnkgrl Myriam Joire
    Nothing Ear (3a) and Phone (4b) unboxing, Samsung Galaxy Unpacked predictions, MacBook Neo review, OnePlus N6, Redmi K90 Ultra, and more with Nirave Gondhia of House of Tech

    Mobile Tech Podcast with tnkgrl Myriam Joire

    Play Episode Listen Later Jul 12, 2026 68:28


    It's time for episode 487 of the Mobile Tech Podcast with guest Nirave Gondhia of House of Tech -- brought to you by Mint Mobile. In today's show, we unbox and check out Nothing's Ear (3a) and Phone (4b), share our predictions for Samsung's Galaxy Unpacked event, review Apple's MacBook Neo, and lament the slow demise of OnePlus. We then discuss new phones from OnePlus and Redmi, and cover news, leaks and rumors from Samsung, Google, Apple, Qualcomm, Moto, and Huawei... Phew!Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Nirave Gondhia: https://www.threads.net/@niraveg- Nothing Phone (4b): https://www.youtube.com/watch?v=DUgPFNRmsCQ- Nothing Ear (3a): https://gizmodo.com/nothing-ear-3a-review-still-nothings-value-king-2000782330- Samsung's Galaxy Unpacked event is July 22: https://www.gsmarena.com/samsung_confirms_galaxy_unpacked_event_for_july_22_wide_foldable_expected-news-73621.php- Samsung's Galaxy Z Flip8 might be its last: https://www.gsmarena.com/samsung_might_discontinue_its_galaxy_z_flip_lineup_after_the_flip8-news-73647.php- Made by Google's Pixel event is Aug 12: https://www.gsmarena.com/google_officially_reveals_when_its_launching_the_pixel_11_series-news-73620.php- Apple's iPhone event likely on Sep 8: https://www.gsmarena.com/iphone_18_pro_series_foldable_iphone_likely_to_debut_on_september_8-news-73483.php- My Apple MacBook Neo review: https://hothardware.com/reviews/apple-macbook-neo-review- Apple's MacBook Neo now available refurbished: https://www.gsmarena.com/apple_starts_selling_refurbished_macbook_neo_bringing_the_price_down_to_its_prehike_level-news-73474.php- Qualcomm's Snapdragon Summit is Sep 22-24: https://www.gsmarena.com/qualcomm_snapdragon_summit_2026_date-news-73500.php- OnePlus now pushing Oppo devices :https://www.gsmarena.com/oneplus_is_now_selling_oppo_smartphones_tablets_watches_and_earbuds-news-73532.php- OxygenOS and Realme UI to be merged into ColorOS: https://www.gsmarena.com/insider_claims_that_oxygenos_and_realme_ui_will_be_merged_into_coloros-news-73568.php- OnePlus N6: https://www.gsmarena.com/oneplus_n6_arrives_with_8000mah_battery_and_dimensity_6360_max-news-73502.php- Redmi K90 Ultra: https://www.gsmarena.com/redmi_k90_ultra_is_here_with_the_snapdragon_8_elite_and_a_massive_builtin_active_cooling_fan-news-73509.php- Moto teases Edge 70 Max with Qi2 magnets: https://www.gsmarena.com/motorola_starts_teasing_the_edge_70_max_with_magnetic_wireless_charging-news-73607.php- Huawei teases Pura 90 with gradient colors, coming Jul 14: https://www.gsmarena.com/huawei_pura_90_pro_max_unveiled_with_200mp_4x_telephoto_pura_90_pro_tags_along-news-72452.phpAffiliate Links (If you use these links to buy something, we might earn a commission)- Nothing Ear (3a): https://amzn.to/4vpo4Om- Nothing Phone (4a) Pro: https://amzn.to/41MdvZx- Nothing Heaphone (a): https://amzn.to/4fhzXjH- Moto Razr Ultra 2025: https://amzn.to/4wz2iJ6- Google Pixel 10a: https://amzn.to/4bkei98

    Interpreting India
    Chokepoints, Economic Warfare and India's Strategic Options

    Interpreting India

    Play Episode Listen Later Jul 10, 2026 33:57


    Edward lays out three criteria for what makes something a genuine choke point: dominant market share, difficulty to substitute, and the ability to weaponize it with asymmetric impact, hurting the adversary far more than yourself. All three are needed.  The U.S. dollar is involved in 90% of foreign exchange transactions. China refines 90% of the global supply of rare earths. Nvidia designs 85% of advanced AI chips. These are all choke points. Canada's dependence on the U.S. market, on the other hand, is not, because imposing embargo-level tariffs on Canada would be just as damaging to the U.S. as to Canada. The distinction, he notes, is not between weaponizing interdependence but weaponizing dependence. On the question of incremental versus decisive action when it comes to what nations can do in response to chokepoints, Edward's view is clear: when you ratchet up sanctions or export controls gradually, the adversary adapts the whole time. The pressure goes up a little, they find workarounds; the impact goes down, and you end up with a zigzagging pattern that is not particularly effective. On semiconductors, he pushes back on the argument that restricting chip exports to China simply incentivizes them to build their own, pointing out that Huawei's chip subsidiary currently holds around 1% of the advanced AI chip market. If the AI race could be decided in the next few years, giving China access to Nvidia chips in the interim would, in his view, be giving ammunition to an adversary in the middle of the most important technology race of our lifetimes. On India, Edward's view is that India has more optionality than almost any other country outside the U.S. and China. He sees deeper economic integration with like-minded partners as the most promising path forward, and thinks India is well positioned to benefit from the current transition in the global economic order. He is also candid that both the U.S. and China use economic coercion, and that it is reasonable for countries like India to factor that in. But when stacking the two up, his view is that the U.S. legal system, with its checks and balances, offers more predictability than the alternative. Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

    VoxTalks
    S9 Ep38: Europe in the Middle

    VoxTalks

    Play Episode Listen Later Jul 8, 2026 20:35


    China cannot sell as much as it used to in the United States. That trade has to go somewhere, and somewhere might be Europe.In this week's VoxTalk, Tim Phillips asks Pol Antràs (Harvard) and Beata Javorcik (EBRD, Oxford) what this means for European producers and consumers.Antràs and Andrea Presbitero have mapped which countries and sectors face the sharpest competition from redirected Chinese exports, and which stand to gain. Does cheap Chinese tech ease Europe's energy cost crisis, or squeeze European manufacturers of wind turbines and electric cars?If Europe decides to take the gains where consumers and firms can get them, and compensate the producers who are legitimately hurt, how do they go about it? And can raising tariffs in a world of global value chains protecting one sector without damaging others?New episode, recorded at the PSE-CEPR Policy Forum 2026 in Paris.The research behind this episode:Antràs, Pol, and Andrea F. Presbitero. 2026. "The Remains of the Trade: The U.S.-China Trade War and its Aftermath." Preliminary versionTo cite this episode:Phillips, Tim, Pol Antràs, and Beata Javorcik. 2026. "Europe in the Middle." VoxTalks Economics (podcast). About the guests:Pol Antras is Robert G. Ory Professor of Economics at Harvard University, a Research Associate at the National Bureau of Economic Research, and a Research Affiliate at the Centre for Economic Policy Research. His research spans global value chains, the organisation of multinational firms, and, most recently, the intersection of trade policy and geopolitics.Beata Javorcik is Chief Economist of the European Bank for Reconstruction and Development, on leave from her position as Professor of Economics at the University of Oxford and Fellow of All Souls College. She is Director of the International Trade Programme at the Centre for Economic Policy Research. Her research spans foreign direct investment, industrial policy, and, increasingly, the economics of geopolitical fragmentation.Research cited in this episode:The Great Reallocation is the term coined by Laura Alfaro and Davin Chor for the reorganisation of United States sourcing away from direct imports from China and toward alternative suppliers such as Vietnam, Mexico, and Taiwan. Antrà s and Presbitero's paper extends this idea to third countries, showing that Chinese exports displaced from the American market are increasingly landing in Europe and Asia rather than disappearing.Geopolitical externality is a concept developed by Laura Alfaro, Maggie Chen, and Beata Javorcik in their working paper "The Battle over Knowledge: Multinationals, Diffusion, and Governance." It describes how knowledge transferred abroad by multinational firms can strengthen a rival state's strategic capability in ways the firm never intended and the market never prices, which is why governments increasingly restrict flows of codified, tacit, and organisational knowledge that would once have passed unremarked.Voluntary export restraints were the mechanism used to defuse the United States' trade conflict with Japanese carmakers in the 1980s. Rather than imposing tariffs, Japan agreed to limit its car exports, and Japanese manufacturers responded by building plants directly in the United States. Javorcik cites this as the precedent for how the current standoff over Chinese electric vehicles and knowledge transfer might eventually be resolved.The Draghi report on European competitiveness, published by the European Commission in September 2024, recommended conditioning Chinese investment in the European electric vehicle sector on mandatory knowledge transfer. Javorcik notes the difficulty of calibrating such requirements: demand too little and Europe gains nothing from the technology; demand too much and Chinese investors have no reason to come at all."Industrial Policies for Multi-stage Production: The Battle for Battery-powered Vehicles," by Keith Head, Thierry Mayer, Marc Melitz, and Chenying Yang, models how tariffs and subsidies reshape the location of battery and vehicle assembly plants across a multi-stage supply chain. Antrà s cites the paper's finding that protecting the electric vehicle sector through tariffs can produce worse outcomes than the problem it was meant to solve.Export controls and innovation, discussed by Javorcik with reference to Chinese firms such as DeepSeek and Huawei, illustrate a pattern in which restricting a country's access to a technology, in this case advanced semiconductors, can accelerate that country's innovation in adjacent areas rather than simply constraining it. She draws a parallel with rare earth export restrictions, which have historically spurred substitute technologies rather than suppressing them.More VoxTalks Economics episodes:In a conversation recorded at the CEPR Annual Forum in Paris called "What should Europe do about Trump?" Tim Phillips spoke to Beatrice Weder di Mauro and Ugo Panizza of the Graduate Institute Geneva, about how Europe should respond to the second Trump administration's trade policies.Listeners interested in how firms navigate geopolitical trade disruption should also hear "Trading around geopolitics," in which Giancarlo Corsetti, Banu Demir, and Beata Javorcik discuss how Turkish exporters filled the gap left by sanctions on Russia.Related reading on VoxEU:"An update on the great reallocation in US supply chain trade" uses detailed United States import data through 2025 to track the scope and pace of the reallocation discussed in this episode."From tariffs to trade flows: Diversion effects and China's exports to the EU" examines the evidence for and against the trade deflection story that Antras and Javorcik discuss, and finds the picture more mixed than a simple diversion narrative suggests."China shock 2.0 and the euro area: Cheaper imports, tougher competition" decomposes the recent surge in Chinese exports to the euro area and argues that structural forces within China, rather than diversion from the American market, explain most of it."The impact of trade wars on firms in third countries" proposes a model of how bilateral trade shocks spill over to bystander economies, applying it to Italian firms during the 2018 to 2019 trade war.

    Podcasty Retro Nation
    Wolfcast 130: Divné počítače, orákula a limity reality – část 3

    Podcasty Retro Nation

    Play Episode Listen Later Jul 7, 2026 54:17


    Současná horečka kolem umělé inteligence má jednu stinnou stránku, o které se příliš nemluví: mimořádnou spotřebu energie.Nová datacentra mají příkon jako několik Temelínů dohromady a klasická binární architektura začíná narážet na své limity. Michal Rybka v dalším díle naší „počítačové zoologie“ ukazuje, že cesta ven možná vede přes zapomenuté sovětské vynálezy, čínské inovace zrozené z nouze a matematické konstanty, které byste v procesoru nečekali.V tomto díle se podíváme na to, proč se vrací analogová renesance. Představíme si projekty jako The Analog Thing, což je open-source krabička za 500 eur, se kterou si můžete doma zkusit analogové počítání – pokud tedy obětujete peníze na rodinnou dovolenou. Zjistíte, proč jsou analogové výpočty pro AI až 1500x úspornější, ale zároveň proč vám výsledek může snadno „udriftovat“ do nesmyslu, pokud ho včas nepřevedete zpátky na nuly a jedničky.Hlavním tématem je ale ternární (třístavová) logika. Wolf vás vezme do padesátých let v SSSR, kde vznikl počítač Setun. Ten místo bitů používal trity se stavy -1, 0 a 1. Dozvíte se, proč byl tento stroj geniálně jednoduchý, úsporný, a proč ho sovětští plánovači nakonec zařízli s absurdním argumentem. Příběh se ale nečekaně vrací v roce 2025, kdy firma Huawei představila 7nm ternární čip, který může západu vypálit rybník.Podcasty a další obsah RetroNation.cz můžeme natáčet kvůli podpoře od komunity na Patreonu. Děkujeme vám za ni! Jakékoliv dotazy a připomínky pište na email retronationrulez@gmail.com.

    El Recuento Podcast
    POR FIN: Galaxy S27 Ultra tendrá MÁS BATERÍA | El Recuento

    El Recuento Podcast

    Play Episode Listen Later Jul 7, 2026 17:07


    Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcialÍndice:00:00 Intro y Encuesta pasada02:30 Huawei prepara los nuevos Mate XT 2 y Mate X8 con el chip Kirin 905005:15 Filtran una cámara de 200 megapíxeles y batería de 7,000 mAh para el Mate 9007:08 Samsung alista un rediseño completo de su aplicación Galaxy Wearable09:22 Huawei confirma la fecha del lanzamiento global de su serie Pura 9012:40 Samsung realiza pruebas con baterías de hasta 5,800 mAh para el Galaxy S27 UltraSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

    Tech Update | BNR
    DeepSeek werkt aan eigen AI-chip om afhankelijkheid van Nvidia af te bouwen

    Tech Update | BNR

    Play Episode Listen Later Jul 7, 2026 4:18


    De Chinese AI-startup DeepSeek ontwikkelt een eigen AI-chip, melden ingewijden aan persbureau Reuters. Daarmee lijkt het bedrijf minder afhankelijk te willen worden van de chips van Nvidia en Huawei. Niels Kooloos vertelt erover in deze Tech update. In welke fase de ontwikkeling van de chip zich bevindt, is onbekend. Wel is duidelijk dat het niet makkelijk voor DeepSeek gaat worden om uiteindelijk een eigen AI-chip in gebruik te nemen. Zo is toegang tot de snelste geheugenchips, die AI-chips nodig hebben om goed te functioneren, voor Chinese bedrijven ontzegd door de Verenigde Staten. Verder in deze Tech Update: Beijing overweegt om de beste Chinese AI-modellen af te pakken van het buitenland Het socialmediaverbod voor jongeren in Australië werkt niet, stelt het onderzoeksteam dat de Australische overheid adviseerde over de invoer ervan See omnystudio.com/listener for privacy information.

    SGGQA Podcast – SomeGadgetGuy
    #SGGQA 449: Google Fined, Sony Goes Disc-Less, Samsung RAM Profits, No Huawei Pura 90 Ultra?

    SGGQA Podcast – SomeGadgetGuy

    Play Episode Listen Later Jul 6, 2026 176:54


    Google loses appeal on fines. OpenAI is looking to the government for more investment cash. Data centers are struggling in extreme heat, while polluting local water. Sony is quiet after declaring the end of discs. Plex is trying to raise prices again. Samsung's recent profits are startling, while the memory makers face another potential lawsuit over price fixing. Lenovo taps a new Chinese SSD maker for laptop components. GMK's new mini PC is crazy expensive. Apple's foldable might end up being a paper launch, while Huawei sets the stage for their next Pura. Let's get our tech week started off RIGHT! -- Show Notes and Links: https://somegadgetguy.com/b/4eb Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.

    Geek Forever's Podcast
    1.4 นาโนเมตรของแท้หรือแค่ราคาคุย? เจาะลึกเทคโนโลยีใหม่จาก Huawei | Geek Story EP788

    Geek Forever's Podcast

    Play Episode Listen Later Jul 6, 2026 21:33


    รู้ไหมครับว่าอุตสาหกรรมชิปที่ขับเคลื่อนโลกกำลังถึงทางตัน? การย่อขนาดแบบเดิมมีต้นทุนที่แพงมหาศาล ยิ่งไปกว่านั้น ยักษ์ใหญ่อย่าง Huawei กลับถูกแบนไม่ให้ซื้อเครื่องจักรผลิตชิปที่ดีที่สุดในโลก! แต่ในวิกฤตนี้ พวกเขากลับเปิดตัวเทคโนโลยีใหม่ที่ทำเอาช็อกกันทั้งวงการ เมื่อไม่สามารถทำให้ทรานซิสเตอร์ “เล็กลง” ได้ Huawei จึงหันมาย่อ “เวลา” และ “ระยะทาง” แทน ด้วยแนวคิดสุดล้ำอย่างการ “พับชิป” ซ้อนทับกัน เพื่อทะลุขีดจำกัดไปสู่ความหนาแน่นระดับ 1.4 nanometer โดยไม่ต้องง้อเครื่องจักรตะวันตก! วิธีพับชิปที่ว่านี้คืออะไร? พวกเขาจะรอดจากปัญหาความร้อนมหาศาลได้อย่างไร? และนี่คือเทคโนโลยีที่จะมาพลิกโฉมหน้าประวัติศาสตร์ หรือเป็นเพียงแค่คำกล่าวอ้าง? เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Huawei #หัวเว่ย #สงครามชิป #Semiconductor #เซมิคอนดักเตอร์ #ชิปจีน #1.4nm #EUV #ASML #SMIC #MooresLaw #TauScaling #เทคโนโลยีใหม่ #วิเคราะห์เทคโนโลยี #นวัตกรรม #geekstory #geekforeverpodcast   ========================= 

    El Recuento Podcast
    ¡BUENAS NOTICIAS! Galaxy S27 tendrá OTRAS DOS MEJORAS inesperadas | El Recuento

    El Recuento Podcast

    Play Episode Listen Later Jul 4, 2026 17:49


    Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcial Índice00:00 Intro y Encuesta pasada02:37 Se filtran los precios de la serie Galaxy Z Fold8, Flip8 y Galaxy Watch 905:58 HUAWEI decide congelar los precios de su línea Pura07:37 Las pantallas de los celulares también subirán de precio10:12 DJI lanza oficialmente el Mic Mini 2S13:34 Galaxy S27 tendrá otras dos mejoras inesperadasSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

    Handelsblatt Morning Briefing
    Auto-Industrie: BMW wettet in den USA gegen den Trend

    Handelsblatt Morning Briefing

    Play Episode Listen Later Jun 30, 2026 9:46


    Die großen Autokonzerne streichen ihre Elektro-Pläne für den US-Markt zusammen – schon allein, weil Präsident Donald Trump gegen die Technik kämpft. Doch ein Konzern aus Deutschland hält dagegen.

    El Recuento Podcast
    Apple, HUAWEI y Xiaomi UNEN FUERZAS en carga rápida inalámbrica | El Recuento

    El Recuento Podcast

    Play Episode Listen Later Jun 30, 2026 25:50


    Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcialÍndice00:00 Intro y Encuesta pasada02:46 Meta lanza nuevas gafas inteligentes económicas junto a EssilorLuxottica06:03 Samsung Galaxy M47: Lanzamiento oficial 09:12 El primer teléfono enrollable de Samsung llegará en 202813:52 Xiaomi comanda el desarrollo del próximo estándar universal Qi de 50 watts16:58 vivo X Fold 6: Presentación oficial del plegable premium 21:08 motorola Moto Pad 70 Pro: Debut oficial de una tablet premiumSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

    The 7investing Podcast
    Is Moore's Law Dead? Cerebras IPO, SpaceX Orbital Data Centers & Huawei Tau Scaling Explained

    The 7investing Podcast

    Play Episode Listen Later Jun 29, 2026 42:09


    Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick Rossalillo of Chip Stock Investor to break them all down. First up: Cerebras Systems (NASDAQ:CBRS), which just went public on May 13th at $185/share (~$40 billion valuation) and is now trading near $46 billion at 90x trailing sales. The company's Wafer Scale Engine, a chip that uses an entire silicon wafer rather than individual diced chip, was designed specifically for AI inference workloads that NVIDIA (NASDAQ:NVDA) GPUs struggle to handle efficiently due to on-chip SRAM limitations. With potential $20 billion in orders from OpenAI and access via AWS, Cerebras is real, but neither Simon nor Nick is buying at this price. Their rule: wait a year before touching a fresh IPO.Next, SpaceX's freshly-raised $75 billion gets put under the microscope, specifically Elon's ambition to build orbital data centers. Nick walks through the SpaceX diagram: 70-meter solar panel wingspan, laser-based networking between compute modules, and the massive engineering challenges around power, heat dissipation, and in-orbit assembly. This isn't imminent, Starlink's next-gen constellation comes first — but if Elon can crack the economics, it would rewrite the rules of data center infrastructure entirely.Finally, Huawei's Tau Scaling announcement: a new architectural approach to chip performance that bypasses the need for extreme ultraviolet lithography (which China can't access due to ASML export controls). Tau temporal scaling focuses on minimizing signal travel time between transistors using logic folding, new materials, and 3D stacking. Huawei claims it could reach 1.5 nanometer equivalent performance by 2031. Simon and Nick are skeptical — 381 chips in six years is not mass production, and TSMC (NYSE:TSM) will be well past that node by then but it's worth watching as China continues building workarounds to Western export restrictions.Whether Moore's Law is dead or simply rerouting, the chipmaking industry is more innovative and more investable than it's been in decades.Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all 7investing research? Join at 7investing.com/subscribe Follow Chip Stock Investor  @chipstockinvestor  and https://chipstockinvestor.com/0:00 - Introduction to 7investing and Chip Stock Investor0:54 - Is Moore's Law Dead? A review of scaling semiconductor manufacturing3:08 - Cerebras Systems' recent IPO. How is their Wafer Scale Engine different than NVIDIA's GPUs, how does this impact Moore's Law, and is the stock a buy today?21:12 - SpaceX's recent IPO. Elon wants to build and launch orbital data centers. How does SpaceX plan to use the $75 billion it raised, what are the challenges it faces, and is the stock a buy?28:16 - Huawei's Tau scaling. Could this new chip architecture make ASML's extreme ultraviolet lithography obsolete, and what are its chances of succeeding?39:39 - Outro, final thoughts, and audience questionsStocks & Companies Mentioned:Cerebras Systems (NASDAQ:CBRS)NVIDIA (NASDAQ:NVDA)AMD (NASDAQ:AMD)SpaceX (SPCX)Taiwan Semiconductor Manufacturing Company / TSMC (NYSE:TSM)ASE Technology Holding / ASE Group (NYSE:ASX)Vicor Corporation (NASDAQ:VICR)ASML Holding (NASDAQ:ASML)Applied Materials (NASDAQ:AMAT)Lam Research (NASDAQ:LRCX)Intel (NASDAQ:INTC)Amazon / AWS (NASDAQ:AMZN)Alphabet / Google (NASDAQ:GOOGL)AST SpaceMobile (NASDAQ:ASTS)Samsung Electronics (KRX:005930)Huawei — private (Chinese company)OpenAI — privateLuckin Coffee (OTC:LKNCY) — mentioned as cautionary example#Semiconductors #MooresLaw #CerebrasSystems #CBRS #AIChips #NVIDIA #SpaceX #OrbitalDataCenters #HuaweiTech #TauScaling #ChipStocks #AIInvesting #TechStocks #GrowthStocks #StockMarket #InvestingIn2026 #7investing #Simonerickson

    GREY Journal Daily News Podcast
    Will Baidu's Kunlunxin IPO Shift AI Chip Economics?

    GREY Journal Daily News Podcast

    Play Episode Listen Later Jun 29, 2026 1:25


    CNBC reported that Baidu's AI chip unit, Kunlunxin, is targeting a $50 billion Hong Kong IPO, sending Baidu shares up about seven percent. Kunlunxin designs AI accelerators deployed across Baidu AI Cloud and complements Baidu's Ernie large language model and Ernie Bot. The potential listing would test demand for semiconductor assets in Hong Kong and broaden Baidu's investor base. U.S. export controls on advanced GPUs have pushed Chinese firms, including Baidu, Huawei, Alibaba, and Tencent, to accelerate in house chip programs. A public offering could fund R&D, manufacturing partnerships, and software tools, while adding market discipline to the unit's performance. For founders, the move signals continued competition for AI compute, growing domestic silicon options in Asia, and the need to diversify across accelerators and regions.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

    The G2 on 5G Podcast by Moor Insights & Strategy
    6G Podcast: Huawei 14A Claims, Network X 6G Spectrum Sharing, StarCloud-SpaceX, SpaceX IPO Numbers, AT&T Build a Plan, Amazon LEO Launch

    The G2 on 5G Podcast by Moor Insights & Strategy

    Play Episode Listen Later Jun 27, 2026 33:20 Transcription Available


    6G Podcast Ep. 252: Huawei 14A Claims, Network X 6G Spectrum Sharing, StarCloud-SpaceX, SpaceX IPO Numbers, AT&T Build a Plan, Amazon LEO LaunchIn episode 252 of the 6G podcast, analysts Anshel Sag and Mike Daniel discuss Huawei's claim it can achieve 14A-class chip density by 2031 via “logic folding,” expressing skepticism and noting China's stronger recent progress in memory. Mike recaps the Network X trade show, highlighting growing practical focus on 6G deployment and discussion of MRSS, a DSS-like 5G/6G spectrum-sharing approach said to reduce capacity loss versus 5G DSS. Anshel covers StarCloud's partnership with SpaceX to connect orbital data centers using 25 Gbps optical links and its fundraising plans. Mike reviews SpaceX IPO filing figures, including Starlink producing 61% of 2025 revenue and 7.4 million monthly unique Starlink Mobile devices across 30 countries, while Anshel questions valuation and governance. They also cover AT&T's modular “Build a Plan” pricing and Amazon LEO's expected Q3 launch and partner-oriented telecom positioning.00:00 Welcome and Schedule Notes00:44 Huawei 14A Chip Claims05:34 China Chip Progress Memory06:30 Network X 6G Recap07:38 MRSS Spectrum Sharing Debate13:03 StarCloud Space Data Centers17:06 SpaceX IPO Filing Highlights20:03 SpaceX Valuation Skepticism25:03 AT&T Build a Plan29:43 Amazon LEO Launch Insights32:59 Wrap Up and Social Links

    Smart Software with SmartLogic
    The State of the Open Internet with Mallory Knodel

    Smart Software with SmartLogic

    Play Episode Listen Later Jun 25, 2026 65:04


    In this episode of Elixir Wizards, Charles Suggs and Emma Whamond are joined by Mallory Knodel, executive director and founder of the Social Web Foundation, to talk about internet governance, open standards, and the future of the social web. Mallory shares how her work as an activist, systems administrator, and public interest technologist led her into the organizations and working groups that shape how the internet functions, including the IETF, W3C, ICANN, and ITU. The conversation explores how the internet shifted from a collection of open protocols toward a small number of dominant platforms, and what that centralization means for users, developers, and independent service providers. Mallory explains how decisions made at the protocol level can affect everything from email deliverability to identity, data portability, trust and safety, and the ability to move between platforms. We also discuss the Social Web Foundation, ActivityPub, the Fediverse, and the idea of building a more multipolar social web. Mallory also looks at what happens when AI agents, automated accounts, and algorithmic feeds enter open social ecosystems. She shares her perspective on privacy, usability, encrypted messaging, and designing technology around user needs rather than engagement alone. Key Topics Discussed What it means to be a public interest technologist How internet governance affects everyday software development The role of global internet standards organizations How the IETF and W3C develop technical standards Corporate influence inside internet governance and standards bodies The internet's shift from protocols to centralized platforms Email deliverability and the hidden costs of centralization How platform control affects identity and user autonomy Why data portability remains difficult across social platforms The mission behind the Social Web Foundation How the Fediverse connects independent social platforms ActivityPub and Activity Streams as open web protocols AT Protocol, an alternative to ActivityPub How federated servers exchange content and user activity Why a multipolar web differs from decentralization What Meta's ActivityPub adoption means for federation The embrace, extend, extinguish risk for open protocols Discoverability challenges across federated social networks Trust and safety for smaller platform operators How protocol decisions can affect human rights AI agents entering open social web ecosystems Whether federated platforms should block automated crawlers Designing algorithmic feeds around values and user choice Privacy-first principles for developers building social software Encrypted direct messaging for the open social web Elixir projects building across the Fediverse ecosystem Links Mentioned: Mallory's Website https://malloryknodel.net/ Internet Protocol (IP) https://en.wikipedia.org/wiki/Internet_Protocol Internet Engineering Task Force (IETF) https://www.ietf.org/ International Communication Union https://www.itu.int/en/ Internet Corporation for Assigned Names and Numbers (ICANN) https://www.icann.org/ World Wide Web Consortium (W3C) https://www.w3.org/ Huawei https://www.huawei.com/en/ Cisco https://www.cisco.com/ Messaging, Malware and Mobile Anti-Abuse Working Group (M³AAWG) https://www.m3aawg.org/ Social Web Foundation https://socialwebfoundation.org/ ActivityPub https://www.w3.org/TR/activitypub/ AT Protocol https://atproto.com/ MeWe Decentralized Social Networking Protocol (DNSP) https://dsnp.org/about/MeWe-use-case.html BlueSky https://bsky.app/ Mastodon https://joinmastodon.org/ Internet Society https://www.internetsociety.org/ Fediverse https://fediverse.party/ NCSA Mosaic Browser https://www.ncsa.illinois.edu/research/project-highlights/ncsa-mosaic/ Webring https://en.wikipedia.org/wiki/Webring https://tags.pub/ Elixir projects: Pleroma https://pleroma.social/ Akkoma https://akkoma.social/ Bonfire Networks https://bonfirenetworks.org/ Mobilizon https://mobilizon.org/

    ai messaging cisco huawei mastodon malware elixir itu digital identity technology policy mewe online privacy icann w3c digital rights internet society open web internet freedom open internet ietf activitypub internet governance pleroma public interest technology encrypted messaging internet infrastructure assigned names internet corporation data portability numbers icann world wide web consortium w3c internet protocol ip
    Compliance into the Weeds
    Bosch and the Foreign Direct Product Rule: Lessons from the Export Controls and NSD Settlement

    Compliance into the Weeds

    Play Episode Listen Later Jun 24, 2026 27:13


    The award-winning Compliance into the Weeds is the only weekly podcast that takes a deep dive into a compliance-related topic, literally going into the weeds to explore it in greater depth. Looking for some hard-hitting insights on compliance? Look no further than Compliance into the Weeds! In this episode of Compliance into the Weeds, Tom Fox and Matt Kelly discuss the recent Bosch export controls enforcement action involving two German subsidiaries that sold about $72 million in advanced microsensors and software to Huawei from 2020 to late 2024 Their actions violate U.S. export controls tied to the Foreign Direct Product Rule and 2020 “footnote one” restrictions. Although Bosch voluntarily self-disclosed, cooperated, remediated, disgorged profits, and received a DOJ criminal Declination, BIS imposed a $36.1 million civil penalty, citing fundamental compliance failures: an understaffed and underqualified export controls function, confusion between the de minimis rule and the foreign direct product rule (which has no de minimis exception), and mishandling repeated external warnings from business partners and suppliers. They highlight internal control and communication breakdowns (including external signals) and the need to build specialized export/sanctions compliance capacity, noting BIS issued a compliance framework in 2020 and offers training. Key highlights: Bosch case overview Understaffed compliance fallout Ignored partner warnings Declination and remediation COSO signals and controls Building export compliance muscle Resources Matt in Radical Compliance Tom in the FCPA Compliance Blog: Part 1, Part 2, Part 3, Part 4, and Part 5 posts on Thursday, June 25. Tom Instagram Facebook YouTube Twitter LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

    Autoline Daily - Video
    AD #4323 - Porsche Plans Massive Job Cuts; Rising Tech Costs Signal New Chip Shortage; New Ford Electric Pickup Design Details

    Autoline Daily - Video

    Play Episode Listen Later Jun 22, 2026 9:58


    - Rising Tech Costs Signal New Chip Shortage - BYD Splits R and D into Five Brand Units - Porsche Plans Massive Job Cuts - Ferrari Denies Linking Luce EV To Allocations - Toyota Boosting RAV4 Production in Kentucky - European Automakers Pool Resources for Open-Source Software - Stellantis Reveals 9.5% Stake in Factorial - Ranking the Largest U.S. Automotive Dealer Groups - New Ford Electric Pickup Truck Design Details

    Autoline Daily
    AD #4323 - Porsche Plans Massive Job Cuts; Rising Tech Costs Signal New Chip Shortage; New Ford Electric Pickup Design Details

    Autoline Daily

    Play Episode Listen Later Jun 22, 2026 9:43 Transcription Available


    - Rising Tech Costs Signal New Chip Shortage - BYD Splits R and D into Five Brand Units - Porsche Plans Massive Job Cuts - Ferrari Denies Linking Luce EV To Allocations - Toyota Boosting RAV4 Production in Kentucky - European Automakers Pool Resources for Open-Source Software - Stellantis Reveals 9.5% Stake in Factorial - Ranking the Largest U.S. Automotive Dealer Groups - New Ford Electric Pickup Truck Design Details

    El Brieff
    CNTE fuera del Zócalo, Sheinbaum con a16z, BMW electrifica México, Apple y Huawei crecen, Ormuz cerrado y AMLO teme a El Mayo

    El Brieff

    Play Episode Listen Later Jun 22, 2026 13:46


    En este episodio de El Brieff revisamos cómo la CNTE levantó el plantón pero seguirá a Sheinbaum en sus giras, Claudia Sheinbaum recibe a Ben Horowitz de Andreessen Horowitz y anuncia 37 empresas mixtas eléctricas, Ken Salazar revela que AMLO estaba preocupado por lo que "El Mayo" pueda decir, BMW invierte 2,000 millones para producir eléctricos en San Luis Potosí, las pausas de hidratación del Mundial generan 500-600 millones de dólares, Irán cerró Ormuz una semana después del acuerdo con EE.UU., Apple y Huawei crecen mientras el mercado de smartphones cae 8%, y Revolution Medicines no busca ser adquirida tras avances en cáncer de páncreas.Este episodio es traído a ti por STRTGY AI Enterprise: diseñamos sistemas inteligentes hechos a la medida para resolver retos reales de tu empresa, desde automatizar procesos y recuperar eficiencia hasta reducir errores, fugas y costos operativos. Si hoy tu operación te quita tiempo, margen o control, escríbenos a hola@strtgy.ai o llena el formulario en strtgy.ai para explorar cómo podemos ayudarte.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

    FT News Briefing
    Federal Reserve gears up for change

    FT News Briefing

    Play Episode Listen Later Jun 18, 2026 10:44


    The Federal Reserve has dropped its bias towards lowering rates in the central bank's first meeting chaired by Kevin Warsh, President Donald Trump said the US would release frozen Iranian funds, and UK inflation held unexpectedly steady last month. Plus, Chinese tech giant Huawei is making a huge comeback after being written off seven years ago. Mentioned in this podcast:Federal Reserve drops bias for rate cuts as Kevin Warsh era beginsDonald Trump to release Iran's frozen funds and ease sanctions when ‘they behave'Huawei's big comeback tests limits of US chip controlsUK inflation unexpectedly holds steady at 2.8% in MayFive things to know about the high-stakes Makerfield by-electionCREDIT: C-SPANWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Kelly Garry and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    Yaron Brook Show
    Trump on Iran Deal; Hormuz: UFC Plot; Fed; DNI; Huawei; China; Achievement | Yaron Brook Show

    Yaron Brook Show

    Play Episode Listen Later Jun 17, 2026 113:27 Transcription Available


    Live June 17, 2026 | Yaron Brook ShowTrump on Iran Deal; Hormuz: UFC Plot; Fed; DNI; Huawei; China; Achievement | Yaron Brook Show#IranDeal #Trump #Israel #Anthropic #ArtificialIntelligence #Switzerland #PeruPolitics #Capitalism #FreeMarkets #ObjectivismThe Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.

    Let's Talk AI
    #248 - Fable 5, Siri AI, IPOs, Policy on the AI ​​Exponential

    Let's Talk AI

    Play Episode Listen Later Jun 17, 2026 100:43


    Our 248th episode with a summary and discussion of last week's big AI news!Recorded on 06/12/2026Note: we recorded just before the OTHER big news about Fable... we'll discuss it on the next episode.Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Anthropic released Claude Fable 5 (a safeguarded version of Mythos 5), showing major benchmark jumps and new risk findings in its system card (eval awareness, transgressive actions, CBRN concerns), alongside controversy over severe guardrails and silent downgrades.Apple announced Siri AI at WWDC, positioning a more capable conversational assistant integrated across iPhone features, reportedly built on a custom Gemini partnership; Google also rolled out Gemini 3.5 Live Translate and cut Google AI Plus pricing while bundling more storage.Business and infrastructure updates include OpenAI's confidential IPO filing amid an IPO race with Anthropic and SpaceX, Bezos-backed Prometheus raising $12B for “physical AI,” DeepSeek seeking a major external round, and Google paying SpaceX about $920M/month for GPUs.Open-source, safety, and policy developments feature new Gemma 4 and Diffusion Gemma releases, a lab letter urging DNA/RNA screening laws, Amodei calling for an FAA-like AI regulator and third-party testing, research on agent harms and RL “societal hacking,” and a dispute over music-label settlements with Suno/Udio.Timestamps:(00:00:10) Intro / Banter(00:01:11) News Preview(00:01:53) SponsorsTools & Apps(00:04:53) Claude Fable 5 and Claude Mythos 5 + Anthropic apologizes for invisible Claude Fable guardrails(00:27:06) Apple announces Siri AI and its next generation of Apple Intelligence | The Verge + I tried Siri AI, and so far it actually works(00:33:47) Gemini 3.5 Live Translate rolling out to Google Meet and Translate(00:35:39) Google just fired a warning shot in the AI subscription price wars | TechCrunchApplications & Business(00:37:55) OpenAI Confidentially Files for IPO on the Heels of SpaceX and Anthropic | WIRED (00:41:57) Jeff Bezos's Prometheus raises $12B to build an 'artificial general engineer' for the physical world | TechCrunch(00:45:39) DeepSeek slated to raise $7 billion in maiden funding round, sources say(00:48:18) Huawei-led team claims it post-trained DeepSeek's 1.6-trillion-parameter model — 1,000 Ascend 910C chips used in training(00:51:57) Google will pay SpaceX $920M per month for compute | TechCrunch(00:55:51) Elon Musk Shows Off AI Data Centers SpaceX Wants to Send Into Space - Business InsiderProjects & Open Source(01:01:14) Google's new Gemma 4 12B model is designed to run on any laptop with 16GB of RAM - Ars Technica(01:05:13) Google AI Releases DiffusionGemma, a 26B MoE Open Model Using Text Diffusion for Up to 4x Faster Generation - MarkTechPostPolicy & Safety(01:09:42) OpenAI and Anthropic Sign Letter to Prevent AI-Developed Biological Weapons | WIRED(01:14:04) Anthropic CEO publishes lengthy article: AI is moving too fast, and policies can't keep up. | PANews(01:20:18) Anthropic Urges Global Pause in AI Development, Flags ‘Self-Improvement' Risk - WSJ(01:24:46) When Benign Inputs Lead to Severe Harms: Eliciting Unsafe Unintended Behaviors of Computer-Use Agents(01:27:42) Large Language Models Hack Rewards, and Society(01:33:46) Senior US officials eye government shares in AI giantsSynthetic Media & Art(01:37:45) AFM Sues UMG, WMG Over Settlements With Suno and UdioSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The 7investing Podcast
    Is Moore's Law Dead? Cerebras IPO, SpaceX Orbital Data Centers & Huawei Tau Scaling Explained

    The 7investing Podcast

    Play Episode Listen Later Jun 15, 2026 42:09


    Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick Rossalillo of Chip Stock Investor to break them all down. First up: Cerebras Systems (NASDAQ:CBRS), which just went public on May 13th at $185/share (~$40 billion valuation) and is now trading near $46 billion at 90x trailing sales. The company's Wafer Scale Engine, a chip that uses an entire silicon wafer rather than individual diced chip, was designed specifically for AI inference workloads that NVIDIA (NASDAQ:NVDA) GPUs struggle to handle efficiently due to on-chip SRAM limitations. With potential $20 billion in orders from OpenAI and access via AWS, Cerebras is real, but neither Simon nor Nick is buying at this price. Their rule: wait a year before touching a fresh IPO.Next, SpaceX's freshly-raised $75 billion gets put under the microscope, specifically Elon's ambition to build orbital data centers. Nick walks through the SpaceX diagram: 70-meter solar panel wingspan, laser-based networking between compute modules, and the massive engineering challenges around power, heat dissipation, and in-orbit assembly. This isn't imminent, Starlink's next-gen constellation comes first — but if Elon can crack the economics, it would rewrite the rules of data center infrastructure entirely.Finally, Huawei's Tau Scaling announcement: a new architectural approach to chip performance that bypasses the need for extreme ultraviolet lithography (which China can't access due to ASML export controls). Tau temporal scaling focuses on minimizing signal travel time between transistors using logic folding, new materials, and 3D stacking. Huawei claims it could reach 1.5 nanometer equivalent performance by 2031. Simon and Nick are skeptical — 381 chips in six years is not mass production, and TSMC (NYSE:TSM) will be well past that node by then but it's worth watching as China continues building workarounds to Western export restrictions.Whether Moore's Law is dead or simply rerouting, the chipmaking industry is more innovative and more investable than it's been in decades.Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all 7investing research? Join at 7investing.com/subscribe Follow Chip Stock Investor  @chipstockinvestor  and https://chipstockinvestor.com/Stocks & Companies Mentioned:Cerebras Systems (NASDAQ:CBRS)NVIDIA (NASDAQ:NVDA)AMD (NASDAQ:AMD)SpaceX (SPCX)Taiwan Semiconductor Manufacturing Company / TSMC (NYSE:TSM)ASE Technology Holding / ASE Group (NYSE:ASX)Vicor Corporation (NASDAQ:VICR)ASML Holding (NASDAQ:ASML)Applied Materials (NASDAQ:AMAT)Lam Research (NASDAQ:LRCX)Intel (NASDAQ:INTC)Amazon / AWS (NASDAQ:AMZN)Alphabet / Google (NASDAQ:GOOGL)AST SpaceMobile (NASDAQ:ASTS)Samsung Electronics (KRX:005930)Huawei — private (Chinese company)OpenAI — privateLuckin Coffee (OTC:LKNCY) — mentioned as cautionary example#Semiconductors #MooresLaw #CerebrasSystems #CBRS #AIChips #NVIDIA #SpaceX #OrbitalDataCenters #HuaweiTech #TauScaling #ChipStocks #AIInvesting #TechStocks #GrowthStocks #StockMarket #InvestingIn2026 #7investing #Simonerickson

    Topes de Gama Unplugged
    Apple te ENGAÑÓ con iOS 27: Por qué tu iPhone ya está OBSOLETO #23

    Topes de Gama Unplugged

    Play Episode Listen Later Jun 12, 2026 60:30


    The Tara Show
    Why Trump Must Finish Iran and the Global "Chairan" Social Credit Threat

    The Tara Show

    Play Episode Listen Later Jun 11, 2026 6:48


    Description Host Tara delivers an intense analysis of the geopolitical stakes in the Middle East, arguing that President Trump cannot settle for a deal with Iran. She connects the dots between Iranian assassination plots against US officials, China's $400 billion bankrolling of the Iranian regime, and the implementation of Huawei's digital social control grid. Tara challenges libertarian non-interventionism, outlining how a combined China-Iran axis uses proxy warfare in key trade routes to force the world into Chinese manufacturing, currency, and AI infrastructure. Custom Labels Iran geopolitics, Trump foreign policy, US-China trade war, Strait of Hormuz, global supply chains, national security, Chinese social credit system, Red Sea crisis, independent media

    The Investing Podcast
    China's $295B AI Buildout Squeezes Out Nvidia + OpenAI's IPO Race to Catch Anthropic | June 9, 2026 – Morning Market Briefing

    The Investing Podcast

    Play Episode Listen Later Jun 9, 2026 25:24


    Andrew, Ben, and Tom discuss China's $295 billion AI infrastructure plan that hands 80% of the buildout to Huawei and squeezes out Nvidia and AMD, Taiwan's tightening AI chip export controls, Korea's 8% rebound after yesterday's circuit breaker, OpenAI's S-1 filing as it races Anthropic to be the first AI lab to go public, the finalized $36 billion Apollo-Blackstone-Google-Anthropic-Broadcom TPU financing deal, and Apple's underwhelming WWDC keynote with a slow Siri AI rollout limited outside the US.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

    The Prof G Show with Scott Galloway
    China Decode: Can China Challenge Nvidia's Dominance?

    The Prof G Show with Scott Galloway

    Play Episode Listen Later Jun 2, 2026 46:19


    Alice Han and James Kynge break down Huawei's bold new strategy to challenge Nvidia and the future of AI chips. They explore the rise of Huawei's influential "chip queen" He Tingbo, the company's attempt to move beyond Moore's Law, and what it could mean for the global semiconductor race. Then, tensions between China and Europe are heating up. With record trade deficits, growing concerns over Chinese imports, and new efforts to protect European industries, Alice and James examine whether a full-scale China-EU trade war is beginning to take shape. Finally, Hong Kong has officially overtaken Switzerland as the world's largest offshore wealth hub. They discuss what's driving the surge in cross-border wealth flowing through Hong Kong, why China's ultra-rich are increasingly keeping assets closer to home, and the risks that come with tying so much wealth to the fortunes of mainland China. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Health Ranger Report
    Bright Videos News, May 29, 2026 - Huawei Microchip Breakthrough and Rizwan Virk on Simulation Theory and Cosmic Consciousness

    The Health Ranger Report

    Play Episode Listen Later May 29, 2026 114:56


    Stay informed on current events, visit www.NaturalNews.com  - Power Over Personal Circumstances (0:12) - Financial Control and Knowledge (6:40) - Rejecting Conventional Wisdom (12:39) - Financial Independence and Self-Custody (19:13) - Social Engineering and Conformity (26:16) - Technological Innovation and Chinese Dominance (33:00) - Simulation Theory and the Nature of Reality (39:24) - The Role of Consciousness in the Simulation (44:56) - The Quest for Personal Growth (50:18) - The Role of Technology in Personal Empowerment (55:51) - Virtual Reality and Historical Context (1:01:02) - Philip K. Dick and the Simulation Hypothesis (1:06:04) - Timeline Pirates and Multiverse Interpretations (1:11:06) - Fine-Tuning and Digital Physics (1:16:22) - Near-Death Experiences and Simulation Theory (1:21:31) - Retro Causality and Quantum Computing (1:26:37) - Simulation Theory and Faith (1:31:51) - Practical Takeaways and Personal Reflections (1:37:00) - Prompt Theory and AI Advancements (1:42:30) - Final Thoughts and Future Plans (1:48:46) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

    Techmeme Ride Home
    The Pope Gets AI Religion

    Techmeme Ride Home

    Play Episode Listen Later May 26, 2026 19:30


    Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "bug-pocalypse," and American Airlines picked Starlink for in-flight Wi-Fi. Pope Leo XIV presents Magnifica humanitas, his encyclical on AI, calling for AI regulation, protection for children against hypersexualized AI images, and more (NYT) Huawei says it aims to make 1.4nm chips by 2031 using its "LogicFolding" tech, which is based on its new Tau Scaling Law intended to bypass Moore's Law limits (Nikkei) Sources: Chinese government agencies begin imposing overseas travel restrictions on individuals involved in advanced AI work, including at Alibaba and DeepSeek (Bloomberg) As AI tools like Mythos create a "bug-pocalypse", Glassdoor says Q1 cybersecurity job postings rose 11% YoY, and executive search firms are turning away clients (NYT) American Airlines picks SpaceX's Starlink for in-flight Wi-Fi on more than 500 planes; SpaceX already has contracts with United Airlines, Southwest, and others (CNBC) Google Fitbit Air review: slim, comfortable, and stylish, robust tracking, seven-day battery life, and cheaper than Whoop, but can only be worn on the wrist (The Shortcut) Learn more about your ad choices. Visit megaphone.fm/adchoices