Podcasts about Huawei

- 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

- 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

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.

物価高の中、AppleとHuaweiのスマホがプラス成長の理由　カウンターポイントが調査。　カウンターポイント・リサーチは、6月19日に2026年第20週のグローバルスマートフォン販売に関する調査を発表した。

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.

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.

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.

Na vele dagen aan bombardementen en escalatie zijn de VS en Iran het eens over een voorlopig vredesakkoord. Een plan dat bestaat uit veertien punten, waarvan de opening van de Straat van Hormuz de belangrijkste is. Een ander punt valt ook op: een fonds van 300 miljard dollar voor de wederopbouw van Iran. Deze aflevering kijken we wat deze deal nu precies voor jou als belegger betekent. Hebben we het ook over het nieuwe dreigement van president Trump. De deal moet nog ondertekend worden, maar hij waarschuwt de Iraniërs nu al. 'Als ik het er toch niet mee eens ben, of als ze zich niet gedragen, gaan we weer op ze schieten en bommen op hun hoofd gooien.' Of die oorlog in Iran nu eindigt of niet, één sector is al slachtoffer. De autosector. De koersen van autobouwers tuimelen omlaag. Allemaal na een winstwaarschuwing van BMW. De Duitse bouwer verwacht een lagere operationele winstmarge dit jaar. Tussen de 1 en 3 procent. Terwijl die verwachting eerder nog op 6 procent lag. Dat moet beter, zegt Noud Broekhof van de Nationale Autoshow. Je hoort hem deze aflevering. Verder staan we stil bij SpaceX (de koers daalt) en het feit dat 'Mr Big Short' niet short wil gaan op het nieuwe beursbedrijf. Ook in de aflevering: De Snap Specs. Het 'levenswerk' van Evan Spiegel Het aandeel Ahold Delhaize. Waarom daalt dat al sinds het bekendmaken van de kwartaalcijfers? Intel moet bewijzen dat het de extreme koersstijging waard is Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

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 pasada02:06 HONOR X70 Pro Max y X80 Pro Max06:14 Fox compra Roku por 22,000 millones de dólares para adueñarse de las Smart TV08:31 vivo X Fold 6: El próximo rival del Galaxy Z Fold 8 Ultra tendrá kit teleconvertidor11:28 TECNO POVA 8 5G y Spark 50 Pro: Nuevos gama media con diseño intergaláctico y hasta 8,000 mAh15:58 DJI lanza la Osmo Pocket 4P de doble cámara e Insta360 responde con una contrademanda19:59 HUAWEI Pura X TriFold: Filtran patente de un revolucionario plegable tríptico en formato verticalSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

Na vele dagen aan bombardementen en escalatie zijn de VS en Iran het eens over een voorlopig vredesakkoord. Een plan dat bestaat uit veertien punten, waarvan de opening van de Straat van Hormuz de belangrijkste is. Een ander punt valt ook op: een fonds van 300 miljard dollar voor de wederopbouw van Iran. Deze aflevering kijken we wat deze deal nu precies voor jou als belegger betekent. Hebben we het ook over het nieuwe dreigement van president Trump. De deal moet nog ondertekend worden, maar hij waarschuwt de Iraniërs nu al. 'Als ik het er toch niet mee eens ben, of als ze zich niet gedragen, gaan we weer op ze schieten en bommen op hun hoofd gooien.' Of die oorlog in Iran nu eindigt of niet, één sector is al slachtoffer. De autosector. De koersen van autobouwers tuimelen omlaag. Allemaal na een winstwaarschuwing van BMW. De Duitse bouwer verwacht een lagere operationele winstmarge dit jaar. Tussen de 1 en 3 procent. Terwijl die verwachting eerder nog op 6 procent lag. Dat moet beter, zegt Noud Broekhof van de Nationale Autoshow. Je hoort hem deze aflevering. Verder staan we stil bij SpaceX (de koers daalt) en het feit dat 'Mr Big Short' niet short wil gaan op het nieuwe beursbedrijf. Ook in de aflevering: De Snap Specs. Het 'levenswerk' van Evan Spiegel Het aandeel Ahold Delhaize. Waarom daalt dat al sinds het bekendmaken van de kwartaalcijfers? Intel moet bewijzen dat het de extreme koersstijging waard is Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Dans ce 194ème épisode de DigiClub powered by Huawei, Ooredoo Business et Bac Pay, nous bousculons une idée reçue : non, l'innovation technologique n'est pas l'unique solution pour réussir son business. En compagnie de notre invitée Inès Chniour, Design Thinker et CEO de COMITT, nous analysons pourquoi le fait de brûler du cash dans des solutions techniques complexes ou des plateformes numériques sans comprendre l'humain mène droit dans le mur. À travers des exemples concrets (du secteur bancaire aux startups en Tunisie), Inès nous explique comment le Design Thinking permet de recentrer le business sur l'utilisateur final, de tester des prototypes à moindre coût et de valider ses idées avant de dépenser le moindre centime. Au programme : 00:40 Qu'est-ce que le Design Thinking ? (La conception centrée sur l'humain) 03:13 Une philosophie de vie et l'évolution historique des outils 05:25 L'esprit critique et l'importance de la cohérence dans le design 07:04 Pourquoi les dirigeants doivent intégrer cette logique avant la production 08:35 Le parcours d'Inès Chniour : de la Tunisie au Canada 10:50 L'évolution de la relation homme-machine et l'importance de l'expérience utilisateur (UX) 12:20 Étude de cas au Canada : restructurer l'orientation universitaire par l'écoute 16:40 Au-delà du service : prendre en compte l'environnement global de l'utilisateur 20:25 La culture des entreprises familiales en Tunisie et le management par l'empathie 23:25 Retour sur la fidélisation des collaborateurs 25:35 Pourquoi Inès a choisi de revenir en Tunisie après la Révolution 27:45 L'observation du terrain tunisien et les collaborations avec le secteur public 31:10 Travailler en collectif : la force de l'équipe pluridisciplinaire 32:45 Étude de cas dans le secteur bancaire : l'erreur classique du déploiement des ATM 36:15 L'importance cruciale du prototypage et des tests (Figma, Wireframes) avant d'investir 39:35 La vision court-termiste du profit vs la rentabilité par la conception 41:25 Les coulisses des agences : réflexion stratégique vs exécution 43:10 Accompagner une startup en cybersécurité : redéfinir la proposition de valeur 46:50 Savoir lâcher prise face aux choix du client 48:15 L'impact de l'Intelligence Artificielle (ChatGPT, Claude, Gemini) sur la réflexion 51:20 IA vs Humain : pourquoi la tech a besoin du contexte et du sens critique 55:00 Les conseils clés pour tester son idée de business à moindre coût 59:45 Ethique et visions du futur : quel humain crée-t-on pour demain ? 01:03:00 Concevoir pour les minorités : la clé pour créer un produit exceptionnel pour tous 01:05:45 Ce que le Design Thinking apporte sur le plan personnel et professionnel 01:06:35 Les prérequis pour se former et conclusion de l'épisode

Discover how Hapware's AlEye wristband pairs with Meta Ray-Ban smart glasses to translate facial expressions, body language, and gestures into intuitive haptic feedback. Learn how this innovation can restore non-verbal communication for blind, low vision, and deafblind users. Expanded Summary This episode of Double Tap dives into the world of assistive wearables with Hapware co-founder Jack Walters. AlEye is a wristband that detects up to 27 non-verbal social cues—including smiles, waves, and even a middle finger—and translates them into discreet vibrations on the user's wrist. By integrating with Meta's smart glasses through their wearable SDK, Ally provides real-time cues without cloud processing, prioritising privacy and low latency. Steven Scott and Shaun Preece explore how AlEye can improve communication in social and professional environments, why customisation and user control are key, and how Hapware is addressing privacy, edge processing, and future capabilities like spatial awareness and face recognition. The discussion also touches on Meta's donation of Ray-Ban smart glasses to 130,000 US veterans and Be My Eyes' expansion to Huawei's HarmonyOS AppGallery, opening up accessibility to millions in China. Relevant Links Hapware Pre-Order: https://hapware.com Be My Eyes: https://www.bemyeyes.com Blinded Veterans Association: https://bva.org/glasses ----Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedinSubscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheartAbout Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited."Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MTC het as 'n Huawei-ondernemingsvennoot geregistreer, wat sy kapasiteit verhoog om ondernemingstegnologie-oplossings te ontwerp, ontplooi en ontwikkel. MTC-woordvoerder Erasmus Nekundi sê die vennootskap kombineer die maatskappy se kennis van die plaaslike mark met Huawei se tegnologie-kundigheid en ondersteun die land se pogings tot digitale transformasie.

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

¿Apple se ha quedado atrás en la carrera de la IA o es que simplemente prefieren jugar a la larga? En este episodio nos metemos de lleno en las razones por las que los últimos movimientos y filtraciones del ecosistema nos han dejado un tanto fríos.Analizamos si la apuesta por la estabilidad es una jugada maestra o si, en realidad, estamos viendo cómo la competencia (desde Huawei hasta Google) nos adelanta por la derecha. Desgranamos los rumores más jugosos: desde el polémico iPhone plegable y la posibilidad de unos Mac con pantalla táctil, hasta la cruda realidad de lo que implica ejecutar IA de forma local frente a la nube.También ponemos sobre la mesa el futuro de Siri, las limitaciones actuales de "Image Playground" y por qué algunos usuarios ya están empezando a mirar otros dispositivos si Apple no da un salto definitivo. Si quieres saber si estamos ante un "momento Nokia" o una evolución necesaria para que los productos envejezcan bien, tienes que escuchar este episodio.En este episodio:- La realidad de la IA y el desfase con la competencia.- Rumores sobre el iPhone plegable y Mac táctil.- ¿Es suficiente la estabilidad frente al hype?- Apps de nicho y proyectos del equipo.Conviértete en un supporter de este podcast: https://www.spreaker.com/podcast/el-garaje-de-cupertino--3153796/support.

Bloomberg reported that Tencent-backed Enflame Technology is preparing an IPO, joining a wave of Chinese AI chip designers seeking public capital. The move follows tightened US export controls in October 2023 and October 2024 that restricted Nvidia's higher end accelerators to China. Chinese cloud providers, including those run by Tencent, Alibaba, and Baidu, have tested domestic options such as Huawei's Ascend line to diversify supply. An IPO would provide Enflame with capital for product roadmaps, software development, and partnerships. For global founders, the development adds pricing pressure, increases hardware diversity, and heightens the need for portability planning and compliance monitoring.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

¡Ha llegado el momento Kalma & Brunch! 🙌 Nuestro primer evento en directo. Somos la primera generación de mujeres con tanta información en la palma de la mano , y es hora de usar esa sabiduría para tomar las riendas de nuestra salud y aprender a ponernos —por fin— en el primer lugar de nuestra lista de prioridades. En este episodio especial de Upeka, salimos a la calle para hablar de lo que verdaderamente significa cumplir años, entender nuestro cuerpo a partir de los 40 y los 50 , y aprender a ponernos —por fin— en el primer lugar de nuestra lista de prioridades. ¿Sientes que tu cuerpo ya no responde igual? ¿Notas más cansancio, irritabilidad o esa molesta niebla mental? No te estás volviendo loca; simplemente estás evolucionando. En este brunch sin filtros, demostramos que madurar no es una enfermedad, sino la oportunidad perfecta para resetear tus hábitos, entrenar tu fuerza y hacer una limpieza profunda de lo que ya no te aporta Junto a las expertas Marta Marcè, María Rossich y Ana Asensio, Tania Llasera abordó los grandes retos de esta etapa y desmontó algunos de los mitos más extendidos. Hablamos de nutrición, entrenamiento de fuerza, suplementación y de cómo mantenernos informadas sobre los cambios que estamos viviendo. Además, contamos con el apoyo de Dia y Huawei para hacer posible este encuentro tan especial.

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 pasada02:05 Galaxy Watch Ultra 2: Samsung planea una colosal batería de 800 mAh04:25 HarmonyOS 7 es oficial: HUAWEI estrena Agentic AI, efectos 3D y más09:05 Telegram anuncia soporte para relojes de HUAWEI y se revela el liderato de la marca11:24 Insta360 Luna Ultra: Nueva cámara con óptica Leica, video 8K y una demanda sorpresa de DJI13:57 motorola moto g Max: Debut oficial en Brasil con cámara de 200 MP y brillo extremo de 5,000 nits16:12 Samsung Galaxy A27 5G: Aparece silenciosamente un nuevo gama media con soporte de actualizaciones hasta 2032Segundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

El iPhone de 1400€, obsoleto antes de tiempo. ¿Nos ha engañado Apple?

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 next great wave of demand for artificial intelligence chips could come not from chatbots, but from humanoid robots caring for ageing populations. That is the prediction of Wendell Huang, chief financial officer of TSMC, the Taiwanese company that manufactures the world's most advanced semiconductors. As countries grapple with rapidly ageing societies, Huang sees robot carers and autonomous vehicles as major commercial frontiers beyond the current boom in AI data centres.TSMC is already struggling to keep pace with demand. Huang says the company is expanding as fast as it can across Taiwan, the United States, Japan and Germany, but new fabrication plants take two to three years to build and a further year or two to reach full production. Despite concerns about overinvestment, he rejects the idea that AI is a bubble, describing it as a “multi-year structural megatrend” backed by the financial strength of the world's biggest cloud and technology companies.The most advanced chips will continue to be ramped up in Taiwan, Huang says, because research and manufacturing teams need to work in close proximity. Recreating Taiwan's semiconductor ecosystem in the US will take at least five to ten years, even though TSMC's Arizona lab has now matched the yield of its mother lab in Taiwan.Huang is also pointed about Elon Musk's stated ambition to manufacture chips. “There's no shortcut in semiconductor manufacturing,” he says, arguing that government subsidies alone cannot guarantee success in the foundry business. TSMC's advantage, he suggests, rests on technology, execution and nearly four decades of customer trust.Geopolitics remain unavoidable. TSMC sits at the centre of US-China tensions over technology and Taiwan, but Huang declines to be drawn on the politics, insisting the company builds capacity according to customer demand rather than government instruction. On export controls and reports of chips reaching China through third parties, he says TSMC has robust compliance systems, while acknowledging the limits of tracing products once they leave its facilities.Presenter: Suranjana Tewari Producer: Jaltson Akkanath Chummar& Olie D'AlbertansonPicture Courtesy of Taiwan Semiconductor Manufacturing Company, LTD3:10 The AI chip landscape 5:21 Is the AI boom a bubble? 7:28 Humanoid robots and the future of AI demand 8:14 Will AI replace jobs? 10:25 Will cutting-edge chips stay in Taiwan? 13:27 Huawei and Chinese chip ambitions 19:08 TSMC on receiving US government subsidies 19:27 Elon Musk's chip-making ambitions 20:45 Middle East, supply chains and stockpiling 21:35 Talent challenges and cultural adjustment in Arizona

El programa 2885 de Radiogeek repasa las novedades tecnológicas más importantes de la semana: cambios en YouTube Shorts y Google One, 200 vulnerabilidades corregidas por Microsoft, conflictos laborales en TP-Link, novedades en Instagram y la paradoja de Anthropic en Washington. El episodio 2885 de Radiogeek arrancó con una noticia que podría pasar desapercibida pero que afecta a millones de usuarios: YouTube Shorts reemplazará el clásico botón de "Me gusta" —el pulgar hacia arriba— por un corazón, siguiendo una tendencia que ya adoptaron otras plataformas de video vertical. En el frente de la ciberseguridad, Microsoft lanzó su Patch Tuesday de junio de 2026 con la corrección de 200 vulnerabilidades, uno de los paquetes de parches más voluminosos de los últimos tiempos. Un recordatorio puntual de la importancia de mantener los sistemas actualizados. Desde el ecosistema de networking, TP-Link anunció importantes despidos en su sede de Shenzhen, una movida que refleja la creciente presión competitiva que ejercen Huawei y Xiaomi en el mercado de hardware de conectividad. En el ámbito de las redes sociales, Instagram finalmente habilitó la posibilidad de arrastrar y soltar publicaciones para reorganizar el perfil, una función que los usuarios reclamaban desde hace tiempo y que competidores como TikTok ya ofrecían. Por el lado de Google, el gigante de Mountain View modificó las reglas de Google One, incorporando una nueva tarifa que ofrece más espacio de almacenamiento a un precio considerablemente más bajo, lo que reordena el panorama de los servicios de almacenamiento en la nube. El cierre del programa estuvo reservado para la nota más llamativa del episodio, que da nombre al título: Anthropic figura en la lista negra del Pentágono y, simultáneamente, es utilizada por la NSA. Una contradicción que ilustra a la perfección las tensiones entre la regulación de la inteligencia artificial y su uso operativo por parte de agencias gubernamentales. Haz lo que yo digo, no lo que yo hago. Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

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

Back from China, Tu Le and Lei Xing unpack one of the most consequential shifts happening in the global automotive industry: the technology relationship between China and Western automakers has completely flipped.  What began decades ago as Western companies bringing technology into China has become something very different. Today, automakers including Volkswagen, Stellantis, Mercedes-Benz, Honda, Nissan and others are increasingly relying on Chinese batteries, software, ADAS systems, LiDAR suppliers, and EV platforms to remain competitive.In this episode, Tu and Lei discuss:Why Ford, GM, Volkswagen and Stellantis increasingly need Chinese technologyThe growing influence of XPeng, BYD, CATL, Huawei, Momenta, Hesai and Horizon RoboticsWaymo's rapid expansion and why autonomous driving is becoming impossible to ignoreThe reality of FSD versus China's rapidly improving intelligent driving systemsThe implications of the Trump-Xi summit for the automotive sectorCanada's evolving strategy toward Chinese EV importsWhat the Beijing Auto Show revealed about the future of the industryWhy the next battle is no longer about EVs — it's about software, AI and autonomyThe conversation also explores whether legacy automakers risk becoming hardware manufacturers while Chinese companies increasingly control the technology stack powering the future of mobility.  ⸻

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 pasada02:14 Samsung Notes: Nueva actualización añade tres herramientas clave de edición y formato03:45 HUAWEI nova Y74: Debut económico con colosal batería de 6,620 mAh y resistencia de grado militar06:23 Xiaomi 18 Pro: Filtran que su pantalla trasera será el doble de grande y enfocada en IA08:42 HP y Scuderia Ferrari: Presentan una laptop de lujo de edición limitada por 5,599 dólares11:17 Galaxy S26 FE: Certificación de la WPC expone el diseño definitivo de su isla de cámaras trasera13:09 Galaxy S27 Pro: Su batería de 5,000 mAh igualará al Ultra gracias a la ausencia del S PenSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

China trekt de komende vijf jaar zo'n 2 biljoen yuan, omgerekend ruim 250 miljard euro, uit voor een landelijk netwerk van onderling verbonden AI-datacenters. Daarmee wil Peking de afhankelijkheid van Amerikaanse chipmakers als Nvidia en AMD afbouwen en de achterstand op de VS inlopen, vertelt techredacteur Stijn Goossens in deze Tech Update. China bereidt een omvangrijk investeringsplan voor om verspreide AI-datacenters te bundelen tot één samenhangend, landelijk netwerk. Dat meldt Bloomberg op basis van ingewijden. Verschillende overheidsinstanties, waaronder de invloedrijke National Development and Reform Commission, werken aan het plan. Staatsbedrijven China Mobile en China Telecom moeten het merendeel van de datacenters beheren en met elkaar verbinden. Het plan past in China's nieuwste vijfjarenplan, dat loopt tot 2030 en zwaar inzet op AI en data-infrastructuur. Opvallend is de technologische eis: minstens 80 procent van de kerntechnologie, inclusief de AI-chips, moet van binnenlandse leveranciers zoals Huawei komen. Daarmee worden Nvidia en AMD vrijwel volledig buitenspel gezet. De financiering komt vooral uit staatsobligaties en strategische overheidsfondsen. Inclusief de koppeling met het elektriciteitsnet kan de totale investering oplopen tot zeker 5 biljoen yuan. Toch valt het bedrag in het niet bij de Amerikaanse uitgaven: de grote techbedrijven uit de VS trekken dit jaar in totaal al zo'n 725 miljard dollar uit voor AI. Chinese datacenters zijn doorgaans wel goedkoper te bouwen. Verder in deze Tech Update Snapchat stuurt reclames vermomd als chatberichten naar Nederlandse gebruikers. Vanaf vandaag verschijnen gesponsorde 'snaps' tussen de gewone chats, met alleen een klein label 'ad' ernaast; KLM is een van de eerste merken die meedoet. Het platform telt in Nederland zo'n 6 miljoen maandelijkse gebruikers en draait nog altijd verlies. Belangenstichting SOMI sleept Snapchat voor de rechter via een massaclaim. SOMI stelt dat het platform verslavend is ontworpen, met functies als de 'streaks', en dat dit in strijd is met de Digital Services Act. De stichting eist 1.000 euro per minderjarige gebruiker en 750 euro per volwassene, plus aanpassing van de werkwijze binnen twee weken. See omnystudio.com/listener for privacy information.

In this episode of the Super U Podcast, Erik Qualman sits down with Derek Notman and Adam Holt, founders of REBL Dads and co-authors of the new book REBL Dad. Drawing from conversations with more than 100 successful fathers, Derek and Adam share powerful lessons on what it means to lead with intention at home and at work. The discussion explores the realities of modern fatherhood, especially for entrepreneurs and high achievers who are striving to balance career ambitions with family responsibilities. Derek and Adam discuss the inspiration behind the REBL Dads community, their annual gatherings on Necker Island with Richard Branson, and the insights that emerged from interviewing fathers from diverse backgrounds and experiences. Listeners will learn why intentional presence emerged as the most common trait among successful dads, how family values and communication can strengthen relationships, and why legacy is about far more than financial success. The conversation also touches on mentorship, vulnerability, work-life integration, and practical ways fathers can create meaningful moments with their children. Whether you're a parent, entrepreneur, leader, or simply someone striving to make a greater impact in the lives of those you love, this episode offers actionable insights and heartfelt stories that will inspire you to show up more intentionally every day. Learn More About REBL Dads: Buy REBL Dad on Amazon Website: rebldads.com Email: media@rebldads.com Connect with Derek: linkedin.com/in/dereknotman Connect with Adam: linkedin.com/in/hadamholt X: @REBL_Dads Instagram: @REBLDads facebook.com/rebldads Five-time #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 60 countries and reached over 60 million people this past decade. He was voted the 2nd Most Likable Author in the World behind the Harry Potter series. 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.  

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

00:00 Iniciamos: filosofía, política y caos global00:43 Costa Rica, comunistas de iPhone y saludos del chat01:38 ¿Qué hemos construido en este canal?04:03 China, viajes y más05:07 South Park explicó el capitalismo mejor que nadie07:20 Irán rompe negociaciones con Estados Unidos09:53 ¿Las guerras sirven para lavar dinero público?11:43 EEUU presume el robo de criptomonedas iraníes16:04 ¿Está entrando Estados Unidos en su declive?17:46 Colombia vota: comienza la batalla decisiva18:40 Hondurasgate, bots e injerencia extranjera21:05 Petro denuncia graves irregularidades23:17 Casillas movidas y obstáculos para votar25:59 Cómo afectar el voto de la clase trabajadora27:54 Boletas alteradas y denuncias de fraude28:44 La derecha colombiana y el nacionalismo de utilería30:37 Segunda vuelta: ¿todavía puede remontar Cepeda?33:52 El problema de ser un político honesto36:00 Lo que Colombia puede perder en una elección39:44 Brasil entra en el tablero geopolítico42:19 La palabra “terrorista” como arma política47:12 ¿Por qué Estados Unidos quiere frenar Pix?50:50 Xi Jinping: el joven que solo leía a Marx53:58 Huawei demuestra que otro modelo es posible57:15 Reflexión final y despedida Learn more about your ad choices. Visit megaphone.fm/adchoices

L'Union européenne souhaite renforcer sa cybersécurité en limitant la présence des fournisseurs chinois dans ses infrastructures critiques. Mais cette stratégie se heurte à l'opposition de l'Allemagne et de l'Espagne, qui redoutent les conséquences économiques d'un retrait de Huawei. Derrière ce bras de fer se dessinent les enjeux de souveraineté technologique, de dépendance industrielle et de relations commerciales avec la Chine. Au cœur de cette nouvelle mésentente européenne se trouve le géant chinois Huawei. Depuis plusieurs années, l'entreprise s'est imposée comme l'un des principaux fournisseurs d'équipements de télécommunications dans le monde. Huawei fabrique notamment des antennes 5G, des infrastructures internet, des serveurs ou encore des solutions de cloud. Grâce à des équipements souvent moins coûteux et parfois plus avancés technologiquement que ceux de ses concurrents européens, le groupe chinois a progressivement gagné des parts de marché sur le continent. Résultat : de nombreux opérateurs européens ont intégré du matériel Huawei dans leurs réseaux de télécommunications. Mais cette présence massive inquiète aujourd'hui Bruxelles. Car au-delà des simples équipements, les réseaux de télécommunications sont devenus des infrastructures stratégiques. Contrôler les réseaux, c'est aussi contrôler une partie de l'économie numérique, des communications et des services essentiels. C'est précisément ce qui alimente les inquiétudes occidentales. Depuis plusieurs années, les États-Unis accusent Huawei d'entretenir des liens étroits avec le pouvoir chinois et de représenter un risque pour la sécurité des infrastructures critiques. À lire aussiComment le chinois Xiaomi talonne Apple et Samsung sur le marché mondial du smartphone Bruxelles veut durcir les règles de cybersécurité Jusqu'à présent, l'Union européenne est restée relativement prudente sur le dossier Huawei. Mais la situation évolue. La Commission européenne prépare actuellement une réforme de sa législation sur la cybersécurité. Son objectif est de permettre l'exclusion progressive des fournisseurs considérés comme « à haut risque » des infrastructures critiques européennes. Même si Huawei n'est pas explicitement mentionné dans le texte, l'entreprise chinoise apparaît clairement comme l'une des principales cibles de cette future réglementation. Le problème est que l'Europe s'est largement équipée avec ces technologies au cours des dernières années. Remplacer ces infrastructures ne reviendrait pas simplement à changer quelques antennes. Cela impliquerait de reconstruire une partie importante des réseaux numériques européens. Et la facture pourrait être particulièrement élevée. La Commission européenne estime déjà que le remplacement des équipements concernés représenterait plusieurs milliards d'euros d'investissements. Selon une étude commandée par la Chambre de commerce chinoise auprès de l'Union européenne, le coût pourrait même atteindre près de 370 milliards d'euros d'ici à 2030 si les fournisseurs chinois étaient exclus de nombreux secteurs stratégiques. L'Allemagne et l'Espagne redoutent les conséquences économiques C'est précisément pour cette raison que certains États membres, notamment l'Allemagne et l'Espagne, se montrent réticents face aux projets de Bruxelles. L'Allemagne entretient des liens économiques étroits avec la Chine. Les constructeurs automobiles allemands réalisent une part importante de leurs ventes sur le marché chinois, tandis que de nombreuses industries du pays restent fortement dépendantes des chaînes d'approvisionnement chinoises. Berlin se retrouve donc dans une position délicate. D'un côté, les autorités allemandes reconnaissent les enjeux liés à la cybersécurité et à la souveraineté numérique. De l'autre, elles redoutent les conséquences économiques d'un affrontement avec Pékin. Cette inquiétude est renforcée par les menaces de représailles formulées par la Chine. Pékin a déjà prévenu qu'il pourrait prendre des contre-mesures si Huawei était exclu des réseaux européens.  L'Espagne partage également cette prudence. Madrid cherche depuis plusieurs années à attirer les investissements chinois, notamment dans les secteurs des véhicules électriques et des énergies renouvelables. Derrière la bataille autour de Huawei apparaît donc une fracture plus large au sein de l'Union européenne. Le débat dépasse désormais la seule question des télécommunications. Il touche à la capacité du continent à devenir souverain technologiquement tout en préservant ses intérêts économiques. Car l'Union européenne se retrouve aujourd'hui coincée entre deux grandes puissances. D'un côté, les États-Unis poussent leurs alliés à réduire leur dépendance à la Chine. De l'autre, Pékin demeure un partenaire commercial essentiel pour de nombreuses économies européennes. Toute la difficulté pour les États membres consiste désormais à trouver un équilibre entre sécurité, souveraineté technologique et intérêts économiques. Un défi qui pourrait façonner les relations entre l'Europe et la Chine pour les années à venir. À lire aussiCorruption: le scandale Huawei ébranle le Parlement européen, deux ans après le Qatargate

Quick correction upfront — yesterday's story aboutWilliam Li preparing an 8th IPO came from a Chinesearticle headline I could not fully verify. I'm pullingit back until confirmed. Credibility first always.The ES9 launched May 27th and already has a 17-weekdelivery queue. NIO stock surged 6.79% on June 1st andis trading at $6.18. The demand is real. But a seriousquestion is being asked — the ES8 sold 110,000 unitsin 8 months. Can the ES9 replicate that in a marketwhere product half-lives keep shrinking?The honest bull case: the ES9 at 498,000 yuan targetsa different buyer than the ES8 at 406,800 yuan. If NIOopened a new segment rather than cannibalizing anexisting one, the ES9 has its own ceiling to find.The honest bear case: the 17-week queue reflectsinitial pent-up pre-order demand. The real test isAugust and September when that normalizes. Huawei,Aito, Zeekr, and Yangwang are all competing for thesame buyer above 400,000 yuan.The S&P 500 crossed 7,600 for the first time today.HPE surged 30% on its biggest earnings beat since 2018.Alphabet announced plans to raise $80 billion fromstock sales dedicated to AI infrastructure. The AItrade keeps running regardless of macro headwinds.SpaceX's IPO roadshow is live this week. The companytargets $1.8 trillion. Morningstar values it at $780billion. The gap is Elon Musk's broader vision — xAI,X, Starship — versus just the proven rocket andStarlink business. Watch the order book when it opens.Florida's Attorney General sued OpenAI and is seekingto hold Sam Altman personally liable for alleged harms.First major state-level action targeting an AI CEOindividually. If it gains traction every AI company'srisk calculus changes permanently.

Neste episódio do C.A.O.S. Fotográfico, falei sobre algumas das mudanças mais importantes que estão atravessando o mercado da fotografia neste momento.A inteligência artificial já não é uma promessa distante. Ela aparece na edição dos smartphones, na busca do Google, na criação de imagens, nos avatares realistas, nos vídeos e até na discussão sobre autenticidade. Ao mesmo tempo, cresce uma reação interessante: a valorização do analógico, da impressão, dos livros fotográficos, da assinatura visual e da presença humana por trás da imagem.Também falei sobre posicionamento, preço, personalidade, presença digital e novas formas de negócio para fotógrafos. Porque hoje não basta fotografar bem. O cliente precisa entender por que aquele trabalho importa, por que aquela experiência é diferente e por que aquele fotógrafo não pode ser comparado apenas pelo orçamento.A fotografia segue viva, mas o mercado está mais complexo. E quem vive da imagem precisa aprender a ler esses sinais antes de ser engolido por eles.Primeiro Desafio RUMO: https://www.enfbyleosaldanha.com/post/slugprimeiro-desafio-rumo-whatsapp-fotografosNeste vídeo, comento temas como:Inteligência artificial na fotografiaSmartphones, Leica, Xiaomi, Huawei e edição com IAGoogle, Gemini e mudanças na buscaAdobe, bancos de imagem e canibalização pela IANFTs, C2PA e autenticação de imagensO retorno do analógico e das câmeras retrôA importância da personalidade no marketing do fotógrafoMapa R.U.M.O., Desafio R.U.M.O. e posicionamento estratégicoPor que clientes escolhem fotógrafos além do preçoPara acompanhar mais análises sobre fotografia, IA, mercado, marketing e posicionamento, acesse:https://www.enfbyleosaldanha.comGrande parte do que comento aqui fica aberta no blog e nas redes. A leitura mais aprofundada, com análise de mercado, IA, negócios e decisões práticas para fotógrafos, continua dentro da comunidade Fotograf.IA + C.E.Foto.Este conteúdo faz parte da leitura contínua de mercado feita por Leo Saldanha para fotógrafos profissionais, empreendedores da imagem e marcas ligadas ao setor fotográfico. Baseado no briefing enviado sobre o episódio e seus temas centrais.Continuidade é na iniciativa Fotograf.IA+C.E.Foto - https://www.enfbyleosaldanha.com/comunidade-fotograf-iaSe você vive da fotografia, este não é mais um vídeo de tendência. É uma leitura de cenário.→ Toda segunda, às 21h, tem análise ao vivo→ Conteúdos completos no blog, Spotify e comunidadeSaia da ilha. Entenda o jogo.Links citadosMapa R.U.M.O.https://www.enfbyleosaldanha.com/mapa-rumo-2026O C.A.O.S. Fotográfico é uma série de encontros semanais onde analisamos os movimentos do mercado da imagem, tecnologia e criatividade.Se você trabalha com fotografia, audiovisual ou criação de conteúdo, este episódio oferece uma leitura estratégica do momento atual da profissão.

- Huawei's Tau Scaling, LogicFolding: breakthrough or brilliant positioning? - China's new tech disclosure strategy continues - Wafer-scale chips in China? - Snowflake's $6B AWS deal and what it says about AI inference demand - The Return of CPU Computing - NVIDIA's CPU-only Vera-based Supercomputer and the rise of agentic AI infrastructure - OpenAI math breakthrough and what it says about AI-assisted discovery [audio mp3="https://orionx.net/wp-content/uploads/2026/05/HPCNB_20260601.mp3"][/audio] The post HPC News Bytes – 20260601 appeared first on OrionX.net.

Tune into episode 481 of the Mobile Tech Podcast with guest Nick Sutrich of Android Central -- brought to you by Mint Mobile. In today's show, we discuss the state of smartglasses, Xreal's project Aura, and smartglasses at Google I/O. We then unbox the Realme 16T and Xiaomi 17T Pro, and cover news, leaks, and rumors from Moto, Oppo, Apple, and Huawei.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- Nick Sutrich: https://www.threads.net/@gwanatu- Nick's Xreal project Aura story: https://www.androidcentral.com/gaming/virtual-reality/xreal-project-aura-google-io-2026- Smartglasses at Google I/O: https://www.cnet.com/tech/mobile/google-io-2026-smart-glasses-gemini-project-aura-samsung-i-wore-them/- Nick's Razr Fold with smartglasses story: https://www.androidcentral.com/phones/motorola/motorola-razr-fold-2026-smart-connect-desktop-mode-smart-glasses- Xiaomi 17T series: https://www.gsmarena.com/xiaomi_17t_17t_pro_launch_event_live_stream-news-73008.php- Realme 16T: https://www.gsmarena.com/realme_16t_features_price_sale_date-news-72945.php- Oppo Reno 16 series: https://www.gsmarena.com/oppo_reno16_pro_and_reno16_go_official_with_200mp_rear_camera-news-72985.php- Apple anti-snatch feature for iPhone: https://www.gsmarena.com/apple_reportedly_developing_new_antisnatch_feature_iphone-news-73010.php- Huawei Mate 90 series getting 3nm-equivalent Kirin chip: https://www.gsmarena.com/the_huawei_mate_90_series_will_feature_a_3nmlike_kirin_chip-news-73015.phpAffiliate Links (If you use these links to buy something, we might earn a commission)- Ray-Ban Meta: https://amzn.to/44kUyPb- Moto Razr Ultra 2025: https://amzn.to/42Gq4pH- Realme 16 Pro+: https://amzn.to/4a4nEVT- Xiaomi 17: https://amzn.to/4tRtGQU- OnePlus 15: https://amzn.to/41lF4sh

Is China quietly shaping the future of smart glasses & AI glasses?In this episode of Metavertising, Ely Santos sits down with Sylvan Shen, XR Technical Producer at Emmy-winning immersive studio No Ghost, China Reporter at ImmersiveWire, and builder of demos for Meta Quest, Snap Spectacles, Meta Ray-Ban glasses, and other smart glasses platforms.Together, they unpack one of the most important but under-discussed areas of the XR industry: China's smart glasses ecosystem.While most conversations around XR focus on Meta, Apple, or Snap, China is moving incredibly fast across hardware, AI, manufacturing, and real-world use cases. Sylvan breaks down why Chinese smart glasses companies may offer a glimpse into where wearable computing is heading next.In this episode, we cover:The 4 categories of smart glasses: audio-first glasses, portable display glasses, AI camera glasses, and full AI + AR glasses.Why the simplest smart glasses are winning today, even though the dream is still full AR.How China's hardware manufacturing ecosystem gives local companies a major speed advantage.Why Shenzhen and Guangdong are sometimes called the “hardware Silicon Valley."The privacy concerns around smart glasses — and why they become even more sensitive when AI is involved.How Chinese brands are approaching privacy, compliance, GDPR, and international certifications.Why companies like XREAL, RayNeo, Rokid, Alibaba, Xiaomi, Huawei, and Even Realities are taking very different strategies.Why real-time translation, payments, productivity, gaming, and smart home control are major use cases in China.The difference between Western and Chinese consumer behavior when it comes to smart glasses.Why developer communities may be the missing piece for Chinese smart glasses to go global.How open-source AI models and user choice could influence the future of AI-powered wearables.If you're a developer, founder, marketer, investor, or XR enthusiast trying to understand the next wave of wearable computing, this episode is a must-listen.Guest: Sylvan Shen - XR Technical Producer, China Reporter at ImmersiveWireHost: Ely Santos - Metavertising PodcastFollow Sylvan Shen on LinkedIn.Follow Ely Santos on LinkedIn.

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:

Russia has rained Oreshnik hypersonic missiles on Kiev. Four people killed. 549 missiles apparently shot down. This was a message. The Oreshnik travels at Mach 10. It was designed to deliver nukes. As fighting season starts in earnest, year five looks like it might be the start of real escalation. But, if Russian munitions start tiptoeing ever further West, could this be the year of, you know, real real escalation? Meanwhile, the US-Iran war peace talks are going well: Iran wants tolls on the strait. US says no. Iran wants 12 billion in reparations. US says no. Nuclear weapons? They're being kicked into another round of talks-about-talks. So why is Little Marco still predicting a deal within days? Finally, Huawei say they have figured out a new approach to chip design that doesn't require them to be smaller. “What happens when you've got a silicon chip the size of a dinner plate?” is one key question. Another is what happens when chips are no longer the ace card for Western leverage. Do check out our Substack if you can - https://multipolaritypod.substack.com/

In this inspiring episode of the Super U Podcast, Kirsten Maitland shares her remarkable journey from a difficult childhood in England to becoming the co-founder and CEO of Rebel Cheese — one of Time Magazine's Best Innovations of 2025. Kirsten opens up about growing up in foster care, joining the U.S. Navy at 16, building a successful career in tech consulting, and ultimately leaving it all behind to pursue a mission-driven business with her husband. She takes listeners behind the scenes of their unforgettable Shark Tank experience, including the intense pitch preparation, the emotional rollercoaster of filming, and what it was really like landing a deal with Mark Cuban. The conversation also dives into entrepreneurship during COVID, scaling an e-commerce business from scratch, the future of AI and search, and why 74% of Rebel Cheese customers aren't even vegan. This episode is packed with lessons on resilience, innovation, leadership, and betting on yourself when everyone else says it won't work. Five-time #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 60 countries and reached over 60 million people this past decade. He was voted the 2nd Most Likable Author in the World behind the Harry Potter series. 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.

08 27-05-26 LHDW Windows: Huawei, el gigante chino que tiene a Zapatero de embajador. España veta apuestas de EEUU

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

Plus: China's Huawei says it can match cutting-edge Intel semiconductors by 2031 without equipment the U.S. has blocked it from accessing. And Eli Lilly is buying a trio of companies for around $4 billion to grow its infectious diseases business. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Una semana después de que se hiciese público el famoso auto del juez José Luis Calama, el caso Plus Ultra se ha convertido en un terremoto político de magnitud todavía incalculable. La UDEF prosigue el vaciado de los discos duros incautados en la oficina de la calle Ferraz que utilizaba José Luis Rodríguez Zapatero, y lo que ha salido a la luz supera con creces lo conocido hasta ahora. Durante el registro del despacho de Zapatero no encontraron nada especialmente relevante, pero en la sala que comparten sus secretarias, María Gertrudis Alcázar y Judith Wells, los agentes incautaron 17 agendas, 18 carpetas de documentación, teléfonos móviles y pendrives. En una caja fuerte cuya llave Gertrudis dijo no poseer hasta que los agentes amenazaron con forzarla, hallaron 103 piezas de joyería que aún están pendiente de tasación, pero que los expertos consideran que podrían valer en el mercado hasta 5 millones de euros. Según la secretaria, esas joyas pertenecen a la herencia de Sonsoles Espinosa y a regalos de varios viajes. Una explicación poco convincente ya que meses antes también se encontraron joyas junto a lingotes de oro en el registro del domicilio del prestamista holandés Simon Verhoeven, cuya pista condujo precisamente al despacho de Zapatero. Pero lo sustancial es la documentación. Las carpetas archivadoras llevaban rótulos como ChinaLink Asia, EY o Kreab, y otras con contratos y facturas presuntamente simulados. Los correos de la secretaria contendrían instrucciones precisas para generar facturación falsa. A la pata venezolana ya documentada se suma ahora la china. La UDEF localizó dos contratos entre Huawei y Whathefav SL, la empresa de las hijas de Zapatero, que datan de cuando esta multinacional trataba de conseguir contratos cuando se produjo el despliegue de la red 5G en España. Calama sitúa a Whathefav como vehículo instrumental para facturar y dar cobertura formal a las operaciones del entramado. También apareció una carta de octubre de 2023 de China International Cultural Technology Resources dirigida personalmente a Zapatero, en la que se interesaban en comprar petróleo, se entiende que de origen venezolano. Entre los mensajes de Julio Martínez, "Julito", hay una referencia a Philippe Apikian que prepara una reunión con Delcy Rodríguez sobre petróleo venezolano destinado a compradores chinos. Si todo se confirma, el asunto va más allá de un caso de irregularidades circunscritas a España y entra en el ámbito de la gran corrupción internacional. Recordemos que este caso lo hemos conocido gracias a un chivatazo proveniente de Estados Unidos y a dos solicitudes de la Justicia francesa y suiza. Sánchez no aparece imputado, aunque ningún tráfico de influencias podría prosperar si quien detenta el poder no está dispuesto a dejarse influir. Sus socios parlamentarios empiezan a marcar distancias, el PNV duda y Felipe González ha reclamado incluso que se adelanten las elecciones. Begoña Gómez vuelve a estar en el foco y el hermano del presidente se sienta a partir de este jueves en el banquillo por el presunto amaño de su plaza en la Diputación de Badajoz. Zapatero, por su parte, declarará como imputado el próximo 17 de junio. Se avecina un mes dramático para el Gobierno y el PSOE, pero Sánchez asegura que una vez más resistirá. En La ContraRéplica: 0:00 Introducción 3:51 Crudo, joyas y silencio 35:03 Firmas en la feria del libro 36:51 Blanqueo e inacción judicial 47:28 Abelardo de la Espriella · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK 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 #zapatero #corrupcion Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Ce mardi 26 mai, François Sorel a reçu Bruno Guglielminetti, journaliste et animateur de "Mon Carnet de l'actualité numérique", Tristan Nitot, directeur associé Communs Numériques et Anthropocène chez OCTO Technology, et Enguérand Renault, directeur de la rédaction de Satellifacts. Ils se sont penchés sur Huawei souhaitant rattraper son retard dans les puces IA malgré les sanctions américaines, avec l'objectif d'être au même niveau que les produits américains les plus performants du marché dans cinq ans, ainsi que le Trump Phone, un smartphone "made in USA" assemblé en Floride mais avec des composants asiatiques, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Iran's supreme leader is reportedly at a secret site, officials rule out the worst case scenario after a chemical tank leak in California, Pope Leo XIV's first encyclical calls for AI regulation, Vladimir Putin hails Africa's "impressive success" ahead of Africa Day, at least 24 people are killed in a suicide bombing in Pakistan, Turkish police storm opposition party headquarters, China launches Shenzhou-23 with its first year-long space mission, Huawei claims it will achieve a chip density beeakthrough by 2031, and a study finds mental disorders have doubled globally since 1990. Sources: Verity.News

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. S&P 500 mit 8. Gewinnwoche in Folge. Dell & HP pumpen vor Quartalszahlen. Uber bietet für Delivery Hero. Estée Lauder bläst Puig-Deal ab. Imax vor Delisting. Meta greift Reddit an. Huawei will bis 2031 High-End-Chips ohne ASML. Richemont boomt. SAP zahlt. Prysmian (WKN: A0MP84) ist der größte Kabelhersteller der Welt. Glasfaser plus Strom aus einer Hand, dazu Marktführer in den USA. KI-Rechenzentren treiben die Nachfrage, der Glasfaserpreis hat sich verdoppelt. 70% Plus seit Jahresbeginn. Chris Hohn hat mit seinem Fonds TCI 18,9 Mrd. $ Gewinn in einem Jahr gemacht. Nur 10 bis 15 Aktien, 8 Jahre Haltedauer im Schnitt. Jetzt hat er Microsoft verkauft, sich an der Deutschen Börse beteiligt und setzt auf natürliche Monopole. Diesen Podcast vom 26.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Het mocht even duren maar Huawei heeft het voor elkaar. De Chinese chipmaker heeft een nieuwe techniek ontwikkeld en claimt daarmee in een hogere versnelling te zijn geschoten. Met LogicFolding lopen ze binnenkort nog maar 3 jaar achter op concurrent TSMC, waar de schatting nu altijd nog 5 jaar was. En dat allemaal zonder de meest geavanceerde chipmachines van ASML. Goed of slecht nieuws voor de chipsector buiten China? Dat hoor je in deze aflevering. Verder hebben we het over alwéér een overname in de markt van maaltijdbezorgers. Na Just Eat Takeaway is nu ook Delivery Hero aan de beurt. Uber wil het hebben, en heeft al een groot belang. Maar dat werpt wel wat vragen op over de mogelijke marktmacht van Uber. En dan zijn er ook nog een aantal grote investeerders in Delivery Hero, die vinden dat ze te weinig betaald krijgen voor hun aandelen. Je hoort nog over de crash van Ferrari, na de lancering van hun langverwachte elektrische model. De Luce valt niet in goede aarde bij beleggers. Gelukkig is er troost in Italië: want de beurs in Milaan is - na 26 jaar - eindelijk over de dotcom-crash heen. En we vertellen je nog waarom de bestuursvoorzitter van BP nog geen driekwart jaar na zijn aanstelling alweer moet vertrekken. Te gast: Marc Langeveld van het Antaurus AI Tech Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Chinese tech firm Huawei has unveiled the Tau Scaling Law, a new semiconductor law aiming to enable the sustained evolution of semiconductor and electronic systems

GitHub breach via VS Code extension Shai-Hulud wave compromises 600 npm packages Huawei attack behind Luxembourg telecom crash Get the show notes here: https://cisoseries.com/cybersecurity-news-github-vs-code-extension-breach-shai-hulud-npm-package-compromise-huawei-luxembourg-telecom-link/ Thanks to our episode sponsor, ThreatLocker ThreatLocker is extending Zero Trust beyond endpoint control. With their recent release of Zero Trust Network Access and Zero Trust Cloud Access, access isn't based on credentials alone, it requires the right user, the right device, and the right conditions. Because as we've seen in recent large-scale CRM breaches, stolen credentials and misconfigurations can expose massive amounts of data. With ThreatLocker, nothing is exposed, and access is limited to exactly what's needed. Learn more and start your free trial today at ThreatLocker.com/CISO.

This week's podcast is about consumer electronics. And lessons I learned from Huawei's recent product event.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.4 dimensions for consumer electronics.Ecosystem building.Software and AI.Emotional impact and resonance.Tech leadership.Cheers, JeffHuawei Breaks into High Fashion with a Luxury, Jeweled Smartwatch (2 of 3) (Tech Strategy)———I am a consultant and 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 how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, 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