AI infrastructure – Charm

CMU’s Electrotech Moneyball paper warns China-linked AI, grid technologies threaten US energy infrastructure security

4 weeks ago023 mins

Researchers from Carnegie Mellon University warned that the rapid expansion of AI infrastructure, electrification, and grid modernization is creating long-term security and supply chain risks tied to dependence on Chinese-controlled energy and electronics technologies. In the paper ‘Electrotech Moneyball,’ published through the Carnegie Mellon Institute for Strategy and Technology (CMIST), researchers argued that the ‘electrotech…

China Ai Computing Power: Explained: Why China’s AI computing power looks 6,000x bigger

2 months ago04 mins

China has reported a massive leap in its domestic artificial intelligence (AI) computing power, with official figures suggesting capacity far beyond what is reflected in global benchmarks, raising questions about a potential “dark pool” of hidden compute.According to China’s ministry of industry and information technology (MIIT), the country has reached 1,882 exaflops — or 1,882…

China’s power equipment firms ride AI-driven boom amid demand from US, emerging markets

Cs news7 months ago02 mins

The race to develop artificial intelligence has pushed governments and technology giants to build new electricity plants and upgrade their decades-old grid networks, creating significant opportunities for Chinese power equipment companies, according to analysts. Chinese firms have been benefiting from the spillover of a US order boom, which was driven by US President Donald Trump’s…

AI leader Nvidia forecasts fourth-quarter revenue above estimates

Cs news7 months ago7 months ago04 mins

By Arsheeya Bajwa and Stephen Nellis (Reuters) –Nvidia forecast fourth-quarter revenue above Wall Street estimates on Wednesday, betting on booming demand for its AI chips from cloud providers against the backdrop of widespread concerns of an artificial-intelligence bubble. The results from the AI ‌chip leader mark a defining moment for Wall Street, as global markets…

FTSE closes at record high record while US stocks stutter as AI angst takes hold

Cs news7 months ago7 months ago05 mins

The FTSE 100 (^FTSE) and European stocks finished higher for a second day on Tuesday, while Wall Street wavered as anxiety about inflated AI valuations overshadowed signals that the US government shutdown is set to end soon. SoftBank Group (SFTBY) said on Tuesday it had sold its entire stake in chipmaker Nvidia (NVDA) to fund…

OpenAI warns America needs more power, or China will win the AI race

Cs news8 months ago05 mins

The US is currently leading the AI race, with companies like OpenAI, Google, Anthropic, and Meta pouring billions into securing a cutting-edge advantage in the technology. However, while the race is fierce, it’s not just the top talent or funding that’s required and this is exactly what OpenAI has raised the alarm about. In a…

Cambricon, SenseTime form strategic cooperation to support China’s tech self-reliance push

Cs news8 months ago02 mins

The two companies intend to leverage their respective hardware and software expertise to promote “a new indigenous AI development paradigm”, according to a WeChat post by SenseTime, in response to the “AI Plus” strategy unveiled in August by the State Council, China’s cabinet. Beijing has made self-reliance across China’s AI stack – from integrated circuits…

Data centres in space? Jeff Bezos says it’s possible

Cs news8 months ago8 months ago04 mins

Amazon founder Jeff Bezos predicted on Friday gigawatt-scale data centres will be built in space within the next 10 to 20 years. | Photo Credit: Reuters Amazon founder Jeff Bezos predicted on Friday gigawatt-scale data centres will be built in space within the next 10 to 20 years and that continuously available solar energy meant…

Alibaba to boost AI spending as China tech giant sees AGI as new start

Cs news9 months ago03 mins

Alibaba Group Holding plans to increase its capital expenditures on artificial intelligence infrastructure from the original 380 billion yuan (US$53 billion) over the next three years, the group’s CEO said on Wednesday. Eddie Wu Yongming, also the chairman of Alibaba Cloud, said at the Apsara Conference in Hangzhou, in China’s eastern Zhejiang province, that Alibaba’s…

Nvidia stock jumps on $100 billion OpenAI investment as Huang touts ‘biggest AI infrastructure project in history’

Cs news9 months ago9 months ago06 mins

Nvidia (NVDA) stock jumped roughly 4% on Monday as the chipmaker announced it will invest up to $100 billion in OpenAI as part of a new partnership. Nvidia said in its announcement that the partnership will allow OpenAI to deploy “at least 10 gigawatts” of compute capacity from the chipmaker’s AI systems to train and…