Tech war: DeepSeek’s V3.1 model emerges as ‘key pillar’ for China’s chip self-sufficiency

Tech war: DeepSeek’s V3.1 model emerges as ‘key pillar’ for China’s chip self-sufficiency

The Hangzhou-based start-up’s updated model, which supports an innovative data format called UE8M0 FP8, was “ushering in a booming domestic computing power chain”, Huatai Securities analysts said in a research note on Tuesday. That architecture showed that the synergy between mainland-designed software and chips would realise significant results, according to the report. FP8, known as…

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China’s Hangzhou makes AI classes compulsory in schools amid nationwide push

China’s Hangzhou makes AI classes compulsory in schools amid nationwide push

Hangzhou, in China’s Zhejiang province, will introduce mandatory artificial intelligence (AI) courses for primary and secondary schools starting in the new semester – part of a nationwide strategy to nurture talent in the rapidly growing sector. The initiative seeks to build a talent pipeline while improving educators’ ability to use smart tools and protect data,…

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US Margin Debt Hits Record $1.02 Trillion in July After $87B Historic June Jump, per @KobeissiLetter | Flash News Detail

The recent surge in US margin debt has sent shockwaves through financial markets, highlighting potential risks and opportunities for traders across both traditional stocks and cryptocurrency sectors. According to a report from The Kobeissi Letter on August 25, 2025, margin debt climbed by an additional $14.6 billion in July, reaching a staggering record high of…

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AI coalition launches $100M SuperPAC to shape US tech policy and rival China

AI coalition launches $100M SuperPAC to shape US tech policy and rival China

A coalition of AI companies unveiled a Super Political Action Committee (SuperPAC), designed to influence US technology policy and strengthen the nation’s position in the global AI race, according to an Aug. 25 press release. The group, Leading the Future (LTF), pledged to back candidates who support innovation while pushing back against legislation that could slow…

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China’s server, chipmakers enter ‘super cycle’ as AI computing capacity mushrooms

China’s server, chipmakers enter ‘super cycle’ as AI computing capacity mushrooms

China’s domestic server and chipmakers are entering a “super cycle” as the country’s local governments spend lavishly on computing infrastructure to support artificial intelligence development. The AI Computing Power Concept Index, compiled by Chinese financial data provider Wind and comprising 54 component stocks, hit a record high on Monday, with an increase of 166 per…

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Hong Kong rat catchers get AI boost as live trappings of rodents surge 40%

Hong Kong rat catchers get AI boost as live trappings of rodents surge 40%

Hong Kong rat catchers have reported a 40 per cent year-on-year surge in the number of live rodents trapped, with about 89,600 captured in 2024, helped by AI-powered surveillance technology. The Food and Environmental Hygiene Department introduced thermal imaging cameras equipped with artificial intelligence (AI) to track rodent activity last year, replacing traditional trapping methods…

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從對手變成夥伴!Google與Meta簽百億美元雲端大單 AI運算生態再洗牌 - 科技新聞 - PChome Online 新聞

從對手變成夥伴!Google與Meta簽百億美元雲端大單 AI運算生態再洗牌 – 科技新聞 – PChome Online 新聞

META執行長祖克伯。(圖/翻攝自YouTube)[周刊王CTWANT] Google與Meta Platforms(Meta)近日簽署了一份為期六年、總金額超過100億美元的雲端運算合作合約,成為科技產業近期最受矚目的大規模合作案。這項協議由《路透社》於21日首度揭露,據知情人士透露,Meta將全面採用Google Cloud提供的伺服器、儲存、網路及相關雲端服務。雙方目前對合約細節尚未對外發表評論。 報導中提到,Meta執行長祖克柏(Mark Zuckerberg)七月時才宣布公司將投入數千億美元建設多座大型AI資料中心,如今又爆出與Google的合作案。根據Meta在7月公布的財報,全年資本支出下限提升至660億至720億美元,比原先再多20億。這顯示Meta正積極尋求透過外部夥伴分擔龐大的AI基礎設施成本。今年稍早,Meta已宣布計畫出售價值20億美元的資料中心資產,以進一步籌措AI研發資源。 另外,報導中也提到,OpenAI在6月也正考慮擴大採用Google母公司Alphabet旗下Google Cloud的雲端服務,以因應AI運算需求的快速成長。這一連串動作凸顯當前雲端產業競爭白熱化。 Alphabet於7月公布,Google Cloud第二季營收年增近32%,達到136億美元,營業利潤28.3億美元,遠高於公司整體13.8%的成長幅度。這不僅展現Google積極搶攻Amazon Web Services與Microsoft Azure的雲端市場主導地位,也反映產業格局正快速洗牌。 根據《The Information》報導,Meta過去多半仰賴Amazon Web Services與Microsoft Azure支撐雲端基礎建設,但隨AI相關運算需求激增,正加碼導入Google Cloud方案。Meta預估2025年全年總支出將達1,140億至1,180億美元,其中大部分將投入AI基礎設施、技術研發與相關人才招募,推動Llama模型及AI於各項服務的應用與整合。 在全球雲端運算市場不斷變動下,Google與Meta簽訂的這份6年期合約成為產業高度關注的指標,除了反映出AI運算需求正帶動整體產業結構調整,也顯示線上廣告兩大龍頭在競爭之外仍需合作,共同承擔龐大基礎建設成本壓力。 延伸閱讀 Source link

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