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Huawei is set to test its new AI chip, the Ascend 910D, aiming to rival Nvidia's H100. The company has engaged Chinese tech firms for feasibility tests and plans mass shipments of its 910C chip soon, despite US restrictions on advanced AI products. This development underscores Huawei's resilience in the face of trade challenges.
China dominates the global AI patent landscape, holding about 60% of total patents, a significant increase from 13.4% in 2010. While the quantity of patents is impressive, concerns about quality persist, as only 7.3% of generative AI patents are filed internationally, and the grant ratio is lower than in other countries. This growth is attributed to strategic government initiatives and collaboration among tech giants, positioning China as a leader in AI by 2030.
BNP Paribas Exane has revised Intel Corporation's price target to $19 from $18 while maintaining an underperform rating. Intel, a leading semiconductor manufacturer, generates 69.6% of its net sales from computing architecture products, 25% from wafer manufacturing services, and 5.4% from other sources. Geographically, sales are distributed with 29.2% in China, 24.5% in the United States, and significant portions in Singapore, Taiwan, and other regions.
Blockchain technology requires regulatory frameworks and improved scalability to effectively address the hiring gap in the AI sector. As the demand for AI talent grows, these enhancements are crucial for fostering a more efficient and compliant hiring landscape.
Saudi Arabia has significantly improved its position in the 2025 Geospatial Knowledge Infrastructure Readiness Index, rising to ninth place from 32nd in 2022, and ranking first in the Middle East and sixth among G20 nations. This advancement reflects the Kingdom's commitment to enhancing its geospatial infrastructure, driven by strong leadership support and strategic initiatives, including the development of the National Geospatial Platform. Additionally, Riyadh has been designated as the home of the UN Global Geospatial Ecosystem Center of Excellence, further solidifying its status as a leader in geospatial information management.
China's tech giants are rapidly innovating to reduce reliance on Western technology, particularly in AI, as U.S. sanctions push them to develop domestic alternatives like Huawei's Ascend chips. This shift threatens Nvidia's market dominance, especially in China, and signals a potential bifurcation of the global AI ecosystem into separate U.S. and Chinese tracks. As both sides race to advance their technologies, the implications for interoperability and collaboration could reshape the future of AI innovation worldwide.
Huawei is set to begin large-scale shipments of its new AI chip, the 910C, next month, a significant step in China's bid to reduce dependence on US technology amid export restrictions on Nvidia's H20 chip. The 910C, which combines two 910B chips, offers performance comparable to Nvidia's H100, attracting interest from local AI developers seeking alternatives. While Huawei has not confirmed the reports, sources indicate that sample shipments have already occurred, with chips produced using SMIC's 7nm process and possibly involving TSMC components, drawing regulatory attention.
Intel Corporation is a leading semiconductor manufacturer, with net sales primarily from computing architecture products (69.6%), wafer manufacturing services (25%), and other services (5.4%). Geographically, sales are distributed across the United States (24.5%), China (29.2%), Singapore (19.2%), Taiwan (14.7%), and other regions (12.4%).
Huawei is set to begin mass shipments of its Ascend 910C AI chip, a dual-package version of the 910B, as a response to US export restrictions on Nvidia hardware. The chip, produced partly by SMIC, aims to provide a domestic alternative for Chinese firms, delivering significant compute power through a unique architecture that combines multiple chips and optical interconnects. Despite lower efficiency compared to Nvidia's offerings, the Ascend 910C is expected to play a crucial role in advancing China's AI capabilities amid tightening global supply chains.
As U.S. export restrictions tighten, Asia's semiconductor ecosystem is rapidly adapting. Huawei is set to mass ship its 910C AI chip, providing a crucial alternative to Nvidia's restricted products, while TSMC faces challenges in tracking chip end-users amid geopolitical pressures. Intel also joins the fray, informing Chinese clients of new licensing requirements for certain AI processors, further complicating market access for U.S. firms.
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