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This week on Market Mondays, we're breaking down a pivotal moment in the markets. After Apple, Amazon, Meta, and Microsoft reported earnings, we're asking: are these tech giants still long-term compounders, or are buybacks and creative accounting hiding peak performance? Alphabet's $70 billion stock buyback is under the spotlight, and Tesla's stock jumped on Robotaxi hype — even as its fundamentals weakened. Elon Musk says Tesla doesn't need to buy Uber, but is that a strategic power move or a missed opportunity in autonomous transport? Meanwhile, Huawei's new AI chip spooked Nvidia investors — are cracks forming in the king of semis, or will U.S. geopolitics protect its dominance?Beyond tech, we explore the consumer and macro landscape. Spotify is nearing a breakout — is this real growth or macro-fueled momentum? ARK Innovation is surging again — is Cathie Wood making a comeback or just catching a Nasdaq wave? Domino's missed on same-store sales, DoorDash made a $3.6B bid for Deliveroo, and e.l.f. just bought Hailey Bieber's Rhode brand for $1B. Is global consolidation the next growth phase in food delivery? Are influencer-led beauty brands the future — or a risky bet on hype? And with Monster, Celsius, and Vita Coco battling for beverage dominance, who really has the edge in a slowing economy?We also dive into the economic outlook. U.S. GDP contracted by -0.2%, inflation appears mild but sentiment is at historic lows, and Treasury yields are climbing. Are we heading into recession, stagflation, or just a soft patch? Is now the time to rotate into risk or go defensive? Gold topped $3,400, oil prices dipped despite demand, and Palantir landed a $795M federal AI contract — is this the beginning of a broader AI-government integration wave? Plus, with the S&P 500 and Nasdaq surging while the Dow lags behind, we ask: is this the start of a real breakout — or another trap before the next downturn?Link to Invest Fest: https://investfest.com#MarketMondays #Tesla #Alphabet #Nvidia #Spotify #ARKK #EarningsSeason #StockMarket #Investing #Inflation #Recession #Gold #Oil #Palantir #ElonMusk #CathieWood #TechStocks #BigTech #AI #ConsumerSpending #BondsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Buckle up for a high-speed legal adventure through the automotive industry's most consequential intellectual property battles. From Formula One espionage that cost McLaren $100 million to landmark rulings that protect the very shape of your car, we're lifting the hood on how innovation is fueled, protected, and occasionally stolen in the world of wheels.The modern automobile isn't just a mechanical marvel—it's a rolling portfolio of intellectual assets. We examine how Ferrari's trade secrets became the center of motorsport's biggest scandal, why even windshield wipers can trigger multi-million dollar lawsuits, and how Jeep successfully defended its iconic seven-slot grille from imitators. These aren't just courtroom dramas; they're case studies in how IP shapes everything you drive.As cars become computers on wheels, we explore new frontiers in automotive IP. BMW's battle against unauthorized 3D models raises profound questions about brand protection in digital realms. Patent pools like Avanci demonstrate how competitors can share essential technologies while still competing fiercely. And as autonomous vehicles race toward reality, we reveal why engineers have become "walking USB drives" of valuable trade secrets.Whether you're fascinated by classic cars or electric futures, these legal showdowns reveal the invisible forces designing tomorrow's driving experience. Discover why automotive innovation isn't just about what's under the hood—it's about what's inside the contracts, patents, and courtrooms that determine which technologies hit the road and which remain on the drawing board.Send us a text
Acelera con nosotras mientras desmontamos los engranajes legales que impulsan la industria automotriz global. Desde un espionaje de Fórmula 1 que costó $100 millones hasta guerras por la tecnología que permite que los carros se manejen solos, este viaje te llevará bajo el capó de las batallas de propiedad intelectual más fascinantes del mundo sobre ruedas.Descubrimos cómo un ingeniero de McLaren desató el caos al llevarse 780 páginas de documentos confidenciales de Ferrari, resultando en una multa histórica y la pérdida de un campeonato completo. Te sorprenderás al conocer que la mera posesión de secretos fue suficiente para la sanción, sin necesidad de demostrar su uso.Exploramos el dramático enfrentamiento entre Waymo y Uber por la tecnología LIDAR, el corazón de los vehículos autónomos, cuando un ingeniero estrella se marchó con 14,000 archivos confidenciales. La resolución de $245 millones en acciones demuestra cuánto valen realmente los secretos industriales en la era de la conducción sin humanos.Viajamos también al mundo de las baterías eléctricas donde LG y SK Innovation libraron una batalla que casi paraliza la producción de vehículos eléctricos en Estados Unidos, hasta que un acuerdo de $1,800 millones restableció la paz. Desde China hasta Europa, cada caso revela cómo la propiedad intelectual determina quién controla el futuro de la movilidad.Abróchate el cinturón y prepárate para entender por qué hasta los limpiaparabrisas inteligentes pueden desencadenar guerras legales multimillonarias. Suscríbete ahora para no perderte nuestros próximos episodios donde seguiremos revelando los secretos legales detrás de las innovaciones que transforman nuestro mundo.
Huawei анонсировала MateBook Fold UltimateMethaphone - телефон-детоксДжонни Айв и Сэм Альтман делают что-тоПачка новостей от ПашиДевятый запуск StarshipВпечатления от конференции Элона МаскаВыбрали детей на главные роли в сериале по Гарри ПоттеруВпечатления от второго сезона "Андор"Впечатления от книги Пратчетта "Последний континент"Впечатления от MacStudio 128Гб
Secondo quanto anticipato ad alcune testate americane, Apple sarebbe per introdurre molte molteplici novità nei nuovi iPhone. Nuove informazioni circa l'accordo tra Apple e Google per l'uso dell'intelligenza di Gemini. forse per errore trapela il nuovo smartphone di Huawei. Learn more about your ad choices. Visit megaphone.fm/adchoices
Se quanto emerge dalla Cina, è vero, la capacità produttiva nei processori è ben diversa da quanto si aspettavano gli americani. Ecco perché potrebbe essere una cosa particolarmente importante.. Arrivano anche in Italia le funzioni più avanzate di Gemini live. La crisi di Tesla sembra non finire mai. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple, like all successful companies, became successful by maximizing profits and minimizing costs. However, to achieve this, they sold their soul to America's biggest adversary: the Chinese Communist Party. The story of how this transpired is chronicled in exceptional detail by my guest, Patrick McGee, who joins me to discuss his book “Apple in China: The Capture of the World's Greatest Company” and explains whether or not he believes Trump can return manufacturing to America. - - - Today's Sponsor: Balance of Nature - Go to https://balanceofnature.com and use promo code KLAVAN for 35% off your first order PLUS get a free bottle of Fiber and Spice.
Seguimos en París y en esta oportunidad nos encontramos con el Influencer Charlie Álvarez quién nos habló sobre el uso de las redes sociales para un creador de contenido.
Os telefones dobráveis já estão no mercado! Marcas como Samsung, Motorola, Huawei, Oppo, e Honor já têm modelos a venda com este formato, mas antes de clicar em comprar, há algumas coisas que você deve considerar. Nesta edição do "CBN e a Tecnologia", com o comentarista Gilberto Sudré, vamos conhecer o que você deve observar para decidir se esses celulares são mesmo para você. Ouça a conversa completa!
Chaque jour avant les oraux, une colle de géopo pour te préparer aux Parisiennes ! Le déploiement de la 5G a été l'occasion de démonstrations techniques mais surtout d'intensification des rivalités géopolitiques, avec la décision des Etats-Unis d'interdire le leader chinois de la 5G, Huawei. La 5G, ou cinquième génération des réseaux mobiles, se distingue par des débits ultra-rapides, une latence réduite et une capacité de connexion hors norme. Ces caractéristiques en font une infrastructure essentielle pour des applications telles que l'Internet des Objets, les voitures autonomes ou encore la télémédecine. Dès lors, nous pouvons nous interroger : En quoi les réseaux de la 5G transforment-ils la compétition géo-technologique mondiale ? Pour répondre à cette question, nous examinerons d'abord les spécificités techniques et les promesses de la 5G, avant de nous pencher sur les enjeux économiques et géopolitiques qu'elle soulève. Enfin, nous analyserons ses impacts sur la société et l'environnement.
Tune into episode 428 of the Mobile Tech Podcast with guest David Cogen of TheUnlockr -- brought to you by Mint Mobile. In today's episode, we recap Google I/O 2025 in all its uncanny AI and XR glory, and share our first impressions of Samsung's Galaxy S25 Edge. We also discuss OpenAI's acquisition of io, Xiaomi's Xring O1-powered 15S Pro, Honor's 400 series, and Huawei's MateBook Fold Ultimate, then cover news, leaks, and rumors from Apple, Nothing, and OnePlus... Good times!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- David Cogen: https://www.threads.com/@theunlockr- Google I/O 2025 recap: https://www.engadget.com/ai/google-io-2025-recap-ai-updates-android-xr-google-beam-and-everything-else-announced-at-the-annual-keynote-175900229.html- Samsung Galaxy S25 Edge first impressions: https://www.youtube.com/watch?v=V0n2F6EWDmw- Samsung Galaxy S25 Edge on AT&T: http://www.att.com/galaxys25edge- AT&T's Next Up Anytime: https://www.att.com/plans/next-up-anytime- Apple WWDC 2025 coming June 9: https://www.theverge.com/news/626680/apple-wwdc-2025-event-date-siri-ios-19- More Apple iPhone 17 Air specs leak: https://www.gsmarena.com/iphone_17_air_battery_capacity_and_weight_leak-news-67837.php- OpenAI acquires io: https://techcrunch.com/2025/05/21/jony-ive-to-lead-openais-design-work-following-6-5b-acquisition-of-his-company/- Awkward Sam Altman and Jony Ive video: https://www.youtube.com/watch?v=W09bIpc_3ms- Nothing is making a pair of headphones: https://www.gsmarena.com/nothing_officially_confirms_that_its_making_overear_headphones_heres_when_theyre_coming-news-67833.php- OnePlus 13s coming to India June 5: https://www.gsmarena.com/oneplus_13s_to_launch_in_india_on_june_5-news-67845.php- Xiaomi 15S with Xring O1 chip: https://www.gsmarena.com/xiaomi_15s_pro_debuts_with_inhouse_xring_o1_chipset-news-67921.php- Honor 400 series: https://www.gsmarena.com/the_new_honor_400_boasts_200mp_main_camera_honor_400_pro_adds_50mp_telephoto-news-67893.php- Huawei MateBook Fold Ultimate hands-on: https://www.yankodesign.com/2025/05/23/huaweis-foldable-laptop-is-a-game-changer-and-we-tried-it-out-hands-on-at-beyond-expo-2025/- Huawei MateBook Fold Ultimate unboxing and demo: https://www.youtube.com/watch?v=NKY9L0mjW7YAffiliate Links (If you use these links to buy something, we might earn a commission)- Samsung Galaxy S25 Edge: https://amzn.to/43et2TD- OnePlus 13: https://amzn.to/3Fq1Fg6- OnePlus 13R: https://amzn.to/4dxOC8M- Xiaomi 15: https://amzn.to/43L8K44
Israel intensifies strikes in Lebanon, the G7 says Russia must end its war and compensate Ukraine, the U.S. sanctions Sudan over alleged chemical weapons use, Mexico's ex-Security Chief is ordered to pay $2.4B in a civil case, Italy's constitutional court backs female same-sex parents, Donald Trump floats the idea of 50% tariffs on the EU and 25% on Apple, while Trump holds a private dinner for top $TRUMP crypto coin investors, a judge blocks the Trump administration from terminating student visas, four EU lawmakers face a loss of immunity in a Huawei probe, and Anthropic's Claude Opus 4 was found in tests to have plotted blackmailing developers. Sources: www.verity.news
On today's Super U Podcast, Equalman breaks down the NCAA's Name, Image, and Likeness (NIL) rules, which have allowed college athletes to profit from endorsements and other commercial uses of their identity, fundamentally changing the traditional amateurism model in college sports. NIL has made college athletes like free agents, able to negotiate deals and influence transfers, blurring amateur and professional lines. And inconsistent state rules have made it hard for the NCAA to ensure fair and equal competition. Podcast highlights: Disruption of team cohesion, as teammates may have vastly different earning potentials. Increased recruiting battles based on financial incentives rather than athletic or academic fit. Smaller programs struggling to compete with larger schools that can facilitate more lucrative NIL opportunity Is there a topic you want Equalman to cover on the podcast? Do you have any questions you wish you could ask an expert? Send an email to our team with questions, concerns, or comments: Equalman@equalman.com 5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling. Have Erik speak at your conference: eq@equalman.com Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership. Learn more at https://equalman.com
On May 12th, the Bureau of Industry and Security under the U.S. Commerce Department issued “guidance", stating that using Huawei's most advanced AI chips "anywhere in the world" may violate U.S. export controls. China immediately condemned the move, vowing to take resolute measures to protect the legitimate rights and interests of Chinese companies. Days later, the U.S. removed the line about "anywhere in the world," but still warns "all persons and companies in the U.S. and abroad" against using "PRC-produced" advanced chips. What does this latest "land grab" mean for businesses and the AI sector around the world? Will it succeed in containing China's development or has that train already left the station? How can companies respond to Washington's latest threats and intimidation?
Washington is tightening its containment of China's tech industry, launching a global crackdown on AI chips from Chinese firms, with Huawei squarely in the crosshairs. What's fueling this escalation? And how might it reshape the global semiconductor landscape?Host Tu Yun joins Andy Mok, a Senior Research Fellow at the Center for China and Globalization, Dr. Warwick Powell, an Adjunct Professor at Queensland University of Technology in Australia, and Dr. Qu Qiang, a Fellow of the Belt and Road Research Center at Minzu University to break down the power plays, potential blowback, and China's next move in this high-stakes silicon showdown.
This week on Telecom East, Ross O'Brien of Delta Analysis talks about Huawei's challenge to Nvidia, Samsung's chips problems and how a small operator in the Philippines lost its spectrum. Then, Marc Einstein from Counterpoint Research joins to discuss Japan's telecom landscape. Hosted on Acast. See acast.com/privacy for more information.
Nos habla del nuevo reloj Huawei.See omnystudio.com/listener for privacy information.
Huawei Ireland has launched the 2025 edition of its flagship talent programme 'Seeds for the Future', which is open to students in third-level education or above. Seeds for the Future is Huawei's globally recognised Corporate Social Responsibility (CSR) flagship programme. This programme seeks to develop local talent, share knowledge, increase ICT sector awareness and enthusiasm, and foster digital community building. This year, the programme will take place in Shenzhen, China, for five days (September 1-5), where students will visit Huawei headquarters and take a variety of courses covering the latest innovations in smart cities, artificial intelligence, cloud computing, 5G, and the Internet of Things. As well as technical knowledge, students develop soft skills like cultural awareness, time management and collaboration. The students from the Irish university selected for this year's programme will each be awarded a €1,000 bursary. To apply for the programme, students should upload their CV, a transcript of their academic records, and a cover letter of 400-600 words and/or a three-minute personal video reflecting on their objectives to participate to this the link. Students can also find further information about the programme through the Seeds for the Future official website (https://www.huawei.com/minisite/seeds-for-the-future/index.html ). The deadline for submissions is June 30. If you have any questions, please do not hesitate to contact seedsireland@huawei.com. Announcing the 2025 Seeds for the Future Programme, Luke McDonnell, Head of PR, Huawei Ireland, said: "Huawei is committed to creating value for the communities in which we operate. The programmes in which we are involved - Seeds for the Future - demonstrate our commitment to nurturing and developing today's students to think about the future of our society. We continue to invest in Ireland's future ICT workforce, and we see this student opportunity as another way to help these students to enhance their capabilities as they continue their studies in STEM subjects." In the 2024 edition of Seeds for the Future project, Team Anaphero from Ireland won European Region Champion and secured Global TOP 3 among more than 150 teams across the globe. Team Anaphero also won the People's Selection Award, reflecting the widespread appeal and importance of their project. For more details go to: Huawei - Seeds for The Future - PROGRAMME
This week on Sinica, I chat with Eva Dou, technology reporter for the Washington Post, about her terrific new book about Huawei. From its prehistory to its fight for its life under tremendous U.S. pressure, she tells its story in a way that's both deeply engaging and very evenhanded. 04:53 – Meng Wanzhou's case and its impact on media interest in Huawei07:13 – How did Ren Zhengfei's experiences in the PLA shape the corporate culture of Huawei?10:21 – The impact of his father on Ren Zhengfei 13:42 – Women in Huawei's leadership and Sun Yafang as a chairwoman 18:41 – Is Huawei a tool of the state?23:21 – Edward Snowden's revelations and how they influenced the perception of Huawei 26:34 – The Cisco lawsuit influence on the company's approach to foreign markets 28:07 – Reasons for Huawei working with embargoed or sanctioned states30:46 – Huawei's international expansion 33:04 – Huawei's management style and internal competition 36:33 – Meng Wenzhou's detainment as a turning point for Huawei and China-U.S. relations38:09 – Ren Zhengfei's media campaign and narrative shift after the Meng affair40:44 – Huawei's involvement in Xinjiang's surveillance 43:09 – Huawei's success in shaping 5G standards despite global pushback46:27 – The “Huawei index”: tracking Chinese investment abroad through Huawei's market presence48:35 – Huawei's push into chip development amid sanctions: real progress or just hype?52:23 – Huawei: a proxy, a leading or lagging indicator, or just a bellwether?54:11 – Huawei's “too big to fail” status: benefits and risks amid U.S. government pressure56:29 – Huawei's perspective on the backlash from sanctions58:19 – Concluding question: about Huawei's ownership and governancePaying it forward: Raffaele Huang at The Wall Street JournalRecommendations: Eva: The Party's Interests Come First by Joseph Torigian; Yang Jie at The Wall Street Journal; Piranesi by Susanna ClarkeKaiser: Adolescence on Netflix; Kyle Chan's high-capacity.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialFecha Del Video[21-05-2025]#flush #nvidia #usa #china #amd #rtx5060 #intel #arm
Het moederbedrijf van Google, Alphabet komt met een aanvalsplan om bedrijven als OpenAI van ChatGPT te verslaan. Alphabet komt met een speciale ‘AI-modus’ voor Google, die volgens ceo Sundar Pichai 'een nieuw tijdperk van zoeken' inluidt. In plaats van een lijst met links, kun je een gesprek voeren met de zoekmachine en doorvragen. Dat scheelt een hoop klikken, maar vergeet Google niet dat gebruikers zo ook een stuk minder advertenties tegenkomen? En juist dáár verdient Google nu veel geld mee. En we hebben het over een nieuw plan van de Europese Commissie, dat daarmee een zoveelste poging doet om relevant te blijven. Het wil de op-twee-na grootste economie van de wereld nieuw leven inblazen, met het wegnemen van door handelsbarrières en het terugdringen van het aantal regels. Helemaal nu het in een handelsoorlog verwikkeld is met z'n belangrijkste bondgenoot: Amerika. Zakendoen met andere EU-landen moet makkelijker en vooral goedkoper worden. Het is de zoveelste keer dat Europa de interne markt probeert aan te zwengelen, steeds met weinig echt succes. Deze aflevering bespreken we of dit plan wel kans van slagen heeft. We kijken naar de stijgende olieprijs, door geruchten over een Israëlische aanval op Iran. En Nvidia-topman Jensen Huang haalt uit naar Donald Trump en zijn heffingen: hij noemt de Amerikaanse exportbeperkingen voor AI-chips naar China een 'mislukking', meldt de Financial Times. Als argument noemt Huang het gedaalde marktaandeel van Nvidia op de Chinese markt. En we bespreken het aandeel UnitedHealth, dat alweer lager staat, door weer een nieuw schandaal. Beleggers vinden al die onrust helemaal niets.See omnystudio.com/listener for privacy information.
Welcome to the Daily Compliance News. Each day, Tom Fox, the Voice of Compliance, brings you compliance-related stories to start your day. Sit back, enjoy a cup of morning coffee, and listen in to the Daily Compliance News—all from the Compliance Podcast Network. Each day, we consider four stories from the business world: compliance, ethics, risk management, leadership, or general interest for the compliance professional. Top stories include: US drives UK back into arms of EU. (FT) Former US Navy Number 2 convicted of corruption. (Yahoo!News) Don't use Huawei chips. (Bloomberg) Microsoft tries to mollify the EU. (Reuters) Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US Weather Update2:25 US Crop Progress6:51 Argentina Flooding10:09 China is Chirping11:21 Corn Shipments are Strong13:07 Meal Flash Sale
After conducting over 300 interviews and spending seven years reporting on artificial intelligence, tech journalist and Empire of AI author Karen Hao discusses the story behind OpenAI and its founder Sam Altman, the current state of AI development, the potential risks and benefits of the technology, and the company's relationship with Microsoft. Then, Mike Gallagher, head of defense at Palantir Technologies and former U.S. Congressman, shares insights on the U.S.-China tech conflict, the dangers of using Huawei chips, the role of American companies operating in China, and the future of Taiwan. Plus, Home Depot reaffirmed its full-year guidance and said it will not raise prices due to tariffs, and Republicans are making progress on advancing a bill aligned with former President Trump's agenda in the House. Mike Gallagher 19:52Karen Hao 29:20 Emily Wilkins,@emrwilkinsMike Gallagher, @RepGallagherKaren Hao, @_KarenHaoBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinZach Vallese, @zachvallese
En miljardaffär via SMS som ingen får se. Nya misstankar om mutade parlamentariker. Parallella händelser skakar EU och väcker frågor om öppenhet och transparens. Lyssna på alla avsnitt i Sveriges Radio Play. Pfizer-gate och Huawei-gate, två år efter Qatar-gate. På nytt aktualiseras nu frågor om öppenhet och risk för korruption inom EU-maskineriet. Förra veckan kom EU-domstolen med en dom som sågar kommissionens ovilja at lämna ut Ursula von der Leyens SMS-konversion med Pfizers vd från 2020 om att köpa covid-vaccin till EU-länderna. Utfallet blir nu besvärande för kommissionsordförande von der Leyen och fortfarande finns frågetecken om både hanteringen, vad konversationen innehåller och huruvida meddelandena raderats eller inte. Samtidigt pågår en utredning om ny misstänkt korruption hos folkvalda EU-parlamentariker, där omkring femton personer misstänks vara iblandade. Här handlar det om den kinesiska telekomjätten Huawei som enligt misstankarna bjudit på fotbollsbiljetter och resor. De utpekade i fallet, inklusive Huawei, nekar till anklagelserna och utredning pågår, men misstankarna riktar ännu en gång fokus på hur parlamentet hanterar lobbyism och påverkan. För bara två år sedan skakades parlamentet av mutskandalen ”Qatar-gate” och där och då utlovades kraftfulla åtgärder för att något liknande inte skulle kunna hända igen. Medverkande: Andreas Liljeheden, Brysselkorrespondent. Teresa Küchler, SvD:s medarbetare i Bryssel. Programledare: Parisa HöglundProducent: Therese Rosenvinge
① Russia prepared to work on a memorandum with Ukraine: Putin. (00:48)② G7 finance leaders seek non-tariff consensus in Canada, may face US pushback. (16:37)③ Israel's plan to take control of the entire Gaza Strip sparks strong pushback from key Western allies. (24:34)④ China's Huawei launches HarmonyOS-powered laptop. (34:58)
Chinese tech giant Huawei has unveiled two laptops powered by HarmonyOS, marking the debut of its self-developed operating system on personal computers.
Cette semaine, Bruno Guglielminetti nous parle depuis Maranello, en Italie, où il s'intéresse à l'utilisation de l'intelligence artificielle dans les compétitions sportives, notamment la Formule 1. Grâce à AWS, Ferrari et d'autres écuries exploitent désormais des millions de données par seconde pour optimiser les performances en course… mais aussi pour améliorer la réalisation télévisuelle et même les commentaires en direct. Une plongée fascinante dans un futur où la production audiovisuelle sportive pourrait être totalement automatisée.De mon côté, je reviens sur l'offensive technologique de Huawei. Malgré les sanctions américaines, le géant chinois dévoile son propre système d'exploitation pour PC, Harmony OS Next, poursuivant sa stratégie d'indépendance face aux GAFAM. Une initiative qui pourrait rebattre les cartes dans certains marchés, notamment en Afrique.Et comme chaque semaine, d'autres sujets au programme :Un rectificatif à propos de l'accord entre Google et Apple ;Le boom de l'impression 3D métal dans l'industrie, avec EDF ;Un entretien exclusif avec un jeune ingénieur français chez Meta à New York ;L'arrivée du service d'autopartage lyonnais Léo à Montréal ;Une innovation québécoise : des feux de circulation intelligents grâce à l'IA. 00:00:08 Introduction à l'Italie 00:01:14 Intelligence Artificielle et Formule 1 00:08:03 Retour sur Google et Apple 00:13:42 Léo et l'Autopartage à Montréal 00:15:17 La Société des Lumières et l'IA 00:15:25 Désinformation et Vérification des Faits 00:18:37 Vie des Ingénieurs Français à New York-----------
① China gears up for its next development blueprint—15th Five-Year Plan—as President Xi calls for high-quality policymaking. (00:45)② The Chinese economy held firm in April, showing resilience amid pressure and maintaining steady growth. (14:32)③ Beijing pushes back against U.S. restrictions, denouncing unjustified curbs on Huawei's AI chip development. (24:21)④ Putin says military op in Ukraine aimed at long-lasting peace after direct talks: media. (35:54)⑤ UK and EU strike post-Brexit reset deal. (43:53)
Bruno Guglielminetti s'est entretenu avec Jérôme Colombain depuis Maranello, en Italie, où il était en reportage chez Ferrari pour explorer l'usage de l'intelligence artificielle en Formule 1. De son côté, Jérôme revient sur la montée en puissance de Huawei, qui lancera bientôt un PC entièrement indépendant des systèmes américains. Il voit dans ce mouvement une réponse directe aux sanctions américaines, avec un risque d'effet boomerang pour l'Occident.
【欢迎订阅】 每天早上5:30,准时更新。 【阅读原文】 标题:Huawei and other Chinese chip firms are catching up fast But they still depend on America and its allies in a few vital areas 正文:A wave of optimism has lately swept through China's chip industry. Share traders in ShanghAI joke that Cambricon, a local firm, not only offers a substitute for Nvidia's processors, but for its stock, too. Although the Chinese semiconductor firm is worth but a fraction of its giant American rival, its share price has rocketed by 350% over the past year, around 15 times as much as Nvidia's. 知识点:Cambricon adj./'kæmbrian/ (geology) of the first period of the Palaeozoic; of the rocksformed during this time 获取外刊的完整原文以及精讲笔记,请关注微信公众号「早安英文」,回复“外刊”即可。更多有意思的英语干货等着你! 【节目介绍】 《早安英文-每日外刊精读》,带你精读最新外刊,了解国际最热事件:分析语法结构,拆解长难句,最接地气的翻译,还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻,想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达,有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者(如大学英语四六级、托福雅思、考研等) 【你将获得】 1、超过1000篇外刊精读课程,拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解,系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记,包含全文注释、长难句解析、疑难语法点等,帮助扫除阅读障碍。
Trump et les grands patrons de la tech en tournée dans les pays du Golfe. Paris prépare Choose France 2025. La Chine innove pour s'affranchir des Etats-Unis. La tech plus géopolitique que jamais. Découvrez Frogans, l'innovation française qui souhaite réinventer le Web tout en restant accessible et sécurisée [Partenariat]-----------L'ACTU DE LA SEMAINE :- Donald Trump et le swing du business tech aux Émirats, avec un objectif de 1 000 milliards de contrats dans le secteur de la défense et de la tech.- Emmanuel Macron organise l'édition 2025 de "Choose France" pour attirer des investissements internationaux.- La Chine dévoile une puce fonctionnelle sans silicium, une vraie rupture technologique et des promesses de rapidité et d'efficacité d'un nouveau genre.- Samsung lance son nouveau smartphone ultra-fin, le Galaxy S25 Edge.LE DEBRIEF TRANSATLANTIQUE :- Bruno Guglielminetti en Italie parle de l'IA dans le sport automobile, en mettant l'accent sur les données générées par les véhicules de Formule 1.- On évoque le lancement prochain d'un système d'exploitation pour ordinateur d'un nouveau genre signé Huawei.LES INTERVIEWS DE LA SEMAINE :- Florian Gauthier, cofondateur de Vera, présente le service Ask Vera de lutte contre les fake news.- Julien Villeret, d'EDF, nous présente une technologie révolutionnaire d'impression 3D de pièces métalliques, utilisés notamment l'énergie et l'aéronautique [PARTENARIAT].- Tommy Tran, jeune ingénieur français chez Meta, nous parle de son expérience en tant qu'expatrié et des projets innovants sur lesquels il travaille, notamment la réalité augmentée et l'intelligence artificielle.-----------
AI: HUAWEI THE PIRATE. BRANDON WEICHERT. 1945 YALTA
This week's podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure.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.—–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show
En Las mañanas de RNE nos acompaña Jorge Buxadé, eurodiputado y jefe de la delegación de Vox en Bruselas. Sobre las filtraciones relacionadas con el "caso Koldo", el eurodiputado señala que en España hace muchos años que este tipo de resoluciones, informes u otro tipo de documentos acaban en los medios "incluso antes de que sean comunicados a las partes". Buxade insiste en "esperar al informe de la UCO," y leerlo detenidamente y ver los anexos. "Todas estas causas de corrupción del PSOE y del Gobierno de Sánchez están todas avanzando al ritmo que marcan los jueces". Hace unas semanas, el Tribunal de Cuentas sancionó a Vox por aceptar donaciones en efectivo en sus mesas informativas: "Lo que hace Vox en esas mesas es actividad promocional". "Es una resolución injusta e ilegal, que va en contra de sus propios antecedentes", ha explicado el eurodiputado. "Pone como argumentos que usamos huchas o que no pedimos la autorización para la venta ambulante", insiste Buxadé, que señala que "estamos ante un supuesto de persecución política de nuestro partido". Esta semana el grupo Patriots del Europarlamento ha pedido explicaciones y la dimisión de la presidenta de la Comisión Europea. La justicia europea ha reprochado a Von der Leyen que ocultara los mensajes que envió al jefe de Pfizer por las vacunas contra la covid. Buxadé insiste en que Von der Leyen "debe dimitir". "Hemos pedido una comisión de investigación sobre el funcionamiento de las instituciones de la UE. Bruselas es una ciénaga de corrupción y abuso de poder. De interferencia en procesos legislativos, el caso Huawei, el caso Marruecos, el caso Catar...", añade.Sobre las negociaciones en Turquía, el eurodiputado de Vox insiste en tener "mucha prudencia", ya que las cosas van muy lentas y terminar una guerra es muy complicado: "El Parlamento Europeo no tiene ni una sola competencia en esta materia. Creo que el Parlamento está en una permanente intromisión en procesos legislativos de terceros países y de hacer declaraciones genéricas". Entrevista completa en RNE Audio.Escuchar audio
00:00 Intro02:37 Truce in US-China Trade War: Who Blinked First?05:29 Expert on US-China Trade War: Who Blinked First?09:45 China Criticizes US-UK Trade Deal12:12 Stanford Responds to Investigation on China Espionage13:07 Huawei's 8-Year Espionage Bid for Denmark's 5G Deal17:42 US Warning: Huawei AI Chips May Break Export Laws19:00 Are Chinese Jets Really Outperforming French Fighters?
#AI: Huawei Builds Scale of the High End. Brandon Weichert, National Interest FEBRUARY 19322
The US still has it out for Huawei. Sony takes a hit from tariffs. TikTok is turning to AI and also messaging. And then, how Airbnb is either going through a midlife crisis, or else, it is trying to become the thing that Brian Chesky always hoped it would become.Sponsors:AGNTCY.ORGShopify.com/rideLinks:US warns against using Huawei chips ‘anywhere in the world' (FT)Sony Sees $700 Million Tariff Hit on Underwhelming Outlook (Bloomberg)Microsoft extends Office app support on Windows 10 to 2028 (The Verge)TikTok launches TikTok AI Alive, a new image-to-video tool (TechCrunch)TikTok Working on Photo Messaging Feature Despite Employee Concerns Over Sextortion (The Information)You can now book a chef or personal trainer while traveling with Airbnb (CNN)Airbnb Is in Midlife Crisis Mode (Wired)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
DeepMind's AlphaEvolve solves math and science problems by generating and critiquing its own answers. Meanwhile, the U.S. warns against Huawei chips, Sony eyes PS5 price hikes, Max reverts to HBO Max, Uber launches shuttles, Google tests AI Mode, and Airbnb adds on-demand services. Starring Sarah Lane, Tom Merritt, Scott Johnson, Amos, and Joe. To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!
MRKT Matrix - Wednesday, May 14th S&P 500 is little changed as traders try to build on strong rebound from April low (CNBC) US Announces More Than $243 Billion in Deals With Qatar (Bloomberg) Trump's Mideast Visit Opens Floodgate of AI Deals Led by Nvidia (Bloomberg) Bank of America raises price targets on Nvidia, AMD after the pair land Saudi deals during Trump visit (CNBC) Mortgage demand from homebuyers continues to recover, even with higher interest rates (CNBC) Chinese e-commerce sites offer discounts of up to $351 on Apple's latest iPhones (Reuters) Foxconn Posts Strong Profit But Lowers Guidance Amid Tariff Risks (WSJ) US warns against using Huawei chips ‘anywhere in the world' (Financial Times) HBO Max is coming back — Warner Bros. Discovery is renaming its streaming service, again (CNBC) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Timestamps: 0:00 but why male models? 0:15 Nintendo threatens to brick your Switch 1:37 RTX 5060 drivers being withheld 2:31 Apple still wants Google's money 4:30 Proton Mail! 5:21 QUICK BITS INTRO 5:28 AI video of man in court 6:11 Huawei's desktop HarmonyOS laptops 6:34 Confirmed Gamer Pope 7:04 'Chromebook Challenge' on TikTok NEWS SOURCES: https://lmg.gg/6Bxwa Learn more about your ad choices. Visit megaphone.fm/adchoices
En este episodio repasamos las claves que mueven al mercado este viernes: • Wall Street avanza tras acuerdo EE.UU.–Reino Unido: Futuros al alza con $SPX +0.2%, $US100 +0.3% y $INDU plano. El mercado se apoya en el anuncio del acuerdo comercial y en señales de que Trump podría reducir aranceles a China durante nuevas conversaciones. La jornada económica se centra en discursos de la Fed. • Boeing celebra pedido récord de IAG: $BA repunta tras la compra de 32 aviones 787-10 por parte de British Airways y 21 Airbus A330neo para Iberia. El pedido es parte de un plan de renovación de flota ligado al nuevo acuerdo comercial. Se esperan más compras por hasta $10B según funcionarios de EE.UU. • TSMC marca récord de ingresos: $TSM reporta crecimiento del +48.1% YoY en abril, alcanzando NT$349.57B. Fuerte demanda por chips de IA y compras anticipadas ante temores de aranceles impulsan el salto mensual del +22.2%. La compañía mantiene su guía de crecimiento de +25% para 2025 en USD. • Nvidia adapta su oferta para China: $NVDA lanzará una versión reducida de su chip H20 para cumplir con restricciones de exportación de EE.UU. y seguir operando en el mercado chino, que representa el 13% de sus ventas. El chip tendrá menor rendimiento y memoria, cediendo terreno ante Huawei. Un episodio con foco en comercio internacional, semiconductores y la competencia global en inteligencia artificial.
Our 208th episode with a summary and discussion of last week's big AI news! Recorded on 05/02/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. Join our Discord here! https://discord.gg/nTyezGSKwP In this episode: OpenAI showcases new integration capabilities in their API, enhancing the performance of LLMs and image generators with updated functionalities and improved user interfaces. Analysis of OpenAI's preparedness framework reveals updates focusing on biological and chemical risks, cybersecurity, and AI self-improvement, while tone down the emphasis on persuasion capabilities. Anthropic's research highlights potential security vulnerabilities in AI models, demonstrating various malicious use cases such as influence operations and hacking tool creation. A detailed examination of AI competition between the US and China reveals China's impending capability to match the US in AI advancement this year, emphasizing the impact of export controls and the importance of geopolitical strategy. Timestamps + Links: Tools & Apps (00:02:57) Anthropic lets users connect more apps to Claude (00:08:20) OpenAI undoes its glaze-heavy ChatGPT update (00:15:16) Baidu ERNIE X1 and 4.5 Turbo boast high performance at low cost (00:19:44) Adobe adds more image generators to its growing AI family (00:24:35) OpenAI makes its upgraded image generator available to developers (00:27:01) xAI's Grok chatbot can now ‘see' the world around it Applications & Business: (00:28:41) Thinking Machines Lab CEO Has Unusual Control in Andreessen-Led Deal (00:33:36) Chip war heats up: Huawei 910C emerges as China's answer to US export bans (00:34:21) Huawei to Test New AI Chip (00:40:17) ByteDance, Alibaba and Tencent stockpile billions worth of Nvidia chips (00:43:59) Speculation mounts that Musk will raise tens of billions for AI supercomputer with 1 million GPUs: Report Projects & Open Source: (00:47:14) Alibaba unveils Qwen 3, a family of ‘hybrid' AI reasoning models (00:54:14) Intellect-2 (01:02:07) BitNet b1.58 2B4T Technical Report (01:05:33) Meta AI Introduces Perception Encoder: A Large-Scale Vision Encoder that Excels Across Several Vision Tasks for Images and Video Research & Advancements: (01:06:42) The Leaderboard Illusion (01:12:08) Does Reinforcement Learning Really Incentivize Reasoning Capacity in LLMs Beyond the Base Model? (01:18:38) Reinforcement Learning for Reasoning in Large Language Models with One Training Example (01:24:40) Sleep-time Compute: Beyond Inference Scaling at Test-time Policy & Safety: (01:28:23) Every AI Datacenter Is Vulnerable to Chinese Espionage, Report Says (01:32:27) OpenAI preparedness framework update (01:38:31) Detecting and Countering Malicious Uses of Claude: March 2025 (01:46:33) Chinese AI Will Match America's
El mes pasado el Gobierno estadounidense impuso nuevas restricciones a las exportaciones de chips de inteligencia artificial de Nvidia, concretamente el modelo H20, con el objetivo expreso de limitar el acceso de empresas chinas a esta tecnología. Estas medidas exigen que Nvidia solicite una licencia especial para vender el H20 en China. Esto afecta a su acceso a uno de los mercados tecnológicos más grandes, pero también un importante competidor de Estados Unidos en la carrera por la IA. Se estima que el cumplimiento de estas restricciones le costará a Nvidia unos 5.500 millones de dólares, lo que ha provocado que su acción en Bolsa cayera un 6% tras el anuncio y mucha inquietud en la industria de semiconductores, muy dependiente de las exportaciones a China. Aunque Nvidia, valorada en casi 3 billones de dólares, puede absorber sin problemas semejante impacto en sus cuentas, las restricciones indican que Estados sigue esforzándose en frenar el desarrollo de la IA en China y mantener así su ventaja tecnológica. Pero la efectividad de estas medidas es cuestionable. China ha avanzado de forma sostenida en este campo tal y como demuestra el lanzamiento a principios de año del modelo DeepSeek-R1, que rivaliza con tecnologías estadounidenses como las de OpenAI. DeepSeek se entrenó con chips H800 y H20 de Nvidia adquiridos legalmente antes de las restricciones de 2023, pero la industria china también está avanzando en eso. Empresas como Huawei se han metido de lleno en el desarrollo de semiconductores con el objetivo de fabricar chips similares a los de Nvidia. El hecho es que Nvidia diseñó el H20 como respuesta a las prohibiciones previas sobre el H800, que a su vez fue una adaptación a restricciones anteriores. Este patrón de adaptación y nuevas restricciones evidencia la dificultad de contener el avance chino. Las GPU de Nvidia, esenciales para entrenar modelos de IA como ChatGPT, Gemini o Grok, son el objetivo prioritario de los legisladores desde hace años. Tanto Biden como Trump han hecho todo lo posible por impedir que esta circuitería llegue a China, y no tanto por los modelos civiles como por el uso que se les pueda dar en el ámbito militar. Pero, a pesar de las restricciones, las empresas chinas no han hecho más que innovar. Huawei está desarrollando chips como el Ascend 910c y el 910d, que tratan de igualar a los de Nvidia. Además, antes de que entrasen en vigor las nuevas medidas, las empresas chinas adquirieron más de un millón de de unidades de la H20 por las que pagaron 16.000 millones de dólares. La capacidad de adaptación de chinos es proverbial tal y como se pudo comprobar con DeepSeek. Para algunos analistas el avance chino es tal que se encuentran a sólo tres meses de igualar a Estados Unidos en ciertas tecnologías de IA. Las restricciones, aunque ralentizan el acceso chino a tecnología estadounidense, tienen costes importantes para empresas como Nvidia y podrían debilitar la posición de Estados Unidos a largo plazo. Al restringir las exportaciones, las empresas estadounidenses podrían perder cuota de mercado e ingresos para investigación, algo que podrían compensar con otros mercados como el japonés o los europeos, pero el proyecto de Biden que clasificaba a los países por niveles de acceso a tecnología estadounidense ha quedado a medio hacer. Trump aún no ha definido su postura al respecto. Por último, burlar estas restricciones es relativamente sencillo, como se ha visto con sanciones a otros países. Esto, combinado con la determinación china de avanzar en IA, invita a pensar que las medidas estadounidenses podrían ofrecer solo una ventaja temporal, eso sí, a un alto coste económico y estratégico. En La ContraRéplica: 0:00 Introducción 4:10 La batalla de la IA 29:38 La falsa disyuntiva del apagón 38:44 Hackeo a centrales fotovoltaicas 44:38 El cónclave · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #inteligencia artificial #ia Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
MRKT Matrix - Monday, May 5th S&P 500 slides for first time in 10 days as investors await details on trade deals (CNBC) Trump Suggests Some Trade Deals May Come as Soon as This Week (Bloomberg) Netflix, Disney Shares Slip on Tariff Plans For Foreign Films (Bloomberg) OPEC+ Supply Hike Forces Wall Street to Redo Sums, Yet Again (Bloomberg) Short Sellers Bet Against Private Credit Lenders (Bloomberg) Corporate America Is Leaving More Jobs Unfilled (WSJ) Warren Buffett to remain Berkshire Hathaway chairman, Greg Abel to become CEO at year-end, board votes (CNBC) OpenAI says nonprofit will retain control of company, bowing to outside pressure (CNBC) US lawmaker targets Nvidia chip smuggling to China with new bill (Reuters) Tariffs Threaten Semiconductor Supply Chains, Chip-Equipment Maker Warns (WSJ) Satellite images reveal Huawei's advanced chip production line in China (Financial Times) Apple Plans iPhone Release Schedule Shakeup, New Styles (The Information) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Luego ya os explico qué ha pasado. Vamos a ponernos al día con lo que ha ocurrido estos meses.
Preview: Colleague Brandon Weichert comments that the DeepSeek claims and the Huawei workarounds for banned NVIDIA chips is a benefit to push AI Valley into innovation and results. More 1958
A.M. Edition for April 28. Huawei is developing a new AI chip that aims to rival high-end offerings from U.S. semiconductor giant Nvidia. WSJ tech reporter Liza Lin says that although Huawei's Ascend 910D chip is still in the early stages of development, it shows the resilience of China's semiconductor industry. Plus, Canadians head to the polls to decide the country's next leader amidst economic turbulence and outside pressure from President Trump over trade and security. And elite universities form a private collective to push back against the White House. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: China's Huawei hopes a new chip will replace the need for some Nvidia products. Then, China's Pony AI robotaxi company moves closer to profitability. And DoorDash approaches Deliveroo about a possible takeover. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices