DeepSeek's Silicon Gambit: Chip War 2.0
The AI lab that wiped $1T from Nvidia's valuation is now building its own silicon. U.S. export controls accelerated exactly what they were designed to prevent. Jensen should be worried.
Tagged: semiconductors
Qualcomm Wants to AI-ify Your Factory Floor
Qualcomm's Dragonwing IQ 9075 + FactoryPulse is an industrial AI play, not another chatbot. Edge inference, multi-workload chips, and a decade-long war for factory floors.
Europe's 'Sovereign AI' Fantasy Runs on American Silicon
Europe's sovereign AI push is pure cosplay — every 'homegrown' model from Mistral to Aleph Alpha trains on NVIDIA silicon. The EU has regulation but no chips, and that's not independence, that's a subscription.