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  • Editorial illustration representing AMD CEO Lisa Su’s China visit and AI strategy announcement

    AMD CEO Lisa Su’s China Visit Signals AI Ambitions, 5B-User Forecast, and Continued Bet on the Chinese Market

    6 months ago16 sources
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    AMD CEO Lisa Su used her 2026 China visit to reaffirm the country’s importance to AMD’s AI strategy, predict global daily AI users will reach about 5 billion by 2030, and signal continued cooperation with Ch...

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  • Concept illustration of Asian semiconductor supply chain and AI investment theme

    Kuark Capital’s $400M Asia AI Hedge Fund: Strategy, Leadership, and Why Investors Are Piling Into Chip Supply Chains

    6 months ago15 sources
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    Kuark Capital has raised at least $400 million for a new hedge fund focused on Asian AI and semiconductor stocks—especially in Taiwan and Japan—using a low‑net long‑short equity strategy to capture supply‑ch...

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  • Concept illustration of Dell partner ecosystem modernization with AI-driven sales platform and cloud infrastructure

    Dell Revamps Partner Program for the AI Era at Dell Technologies World 2026

    6 months ago16 sources
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    At Dell Technologies World 2026, Dell introduced a major partner program overhaul launching in August 2026: new focus‑product rebates and account‑based incentives, a co‑sell model for advisors and systems in...

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  • Illustration of ASML High‑NA EUV lithography machine used in advanced semiconductor manufacturing

    ASML High‑NA EUV: The $350M Machines Pushing Chip Manufacturing Into the Angstrom Era

    6 months ago16 sources
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    ASML’s High‑NA EUV lithography raises numerical aperture from 0.33 to 0.55, enabling finer chip features and fewer patterning steps; early production begins around 2025–2026, with broader industry mass produ...

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  • Illustration of ASML High‑NA EUV lithography machine printing advanced semiconductor patterns

    ASML High‑NA EUV: How the $350M Chip Machine Is Reshaping the Sub‑2nm Era

    6 months ago29 sources
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    ASML’s High‑NA EUV lithography increases numerical aperture from 0.33 to 0.55, improving resolution from about 13 nm to roughly 8 nm and enabling sub‑2 nm chips with fewer multi‑patterning steps; early syste...

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  • Conceptual illustration of SAP autonomous enterprise AI agents interacting with business workflows and cloud platforms

    SAP’s Autonomous Enterprise Strategy: What Joule Studio 2.0 Means for Investors in 2026

    6 months ago21 sources
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    SAP’s “Autonomous Enterprise” strategy positions Joule and Joule Studio 2.0 as the AI layer for business processes, but investors remain cautious because weaker 2026 guidance and recent stock pressure mean m...

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  • Editorial illustration representing Alibaba’s Qwen3.7 AI models and the global AI competition

    Alibaba’s Quiet Qwen3.7 Launch Signals a Strategic Shift in the Global AI Race

    6 months ago17 sources
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    Alibaba’s Qwen3.7 preview models—ranking 13th globally for text and 16th for vision on LM Arena—signal a faster release cycle and a strategic shift toward proprietary, cloud‑hosted AI services designed to co...

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  • Large AI data center facility representing the infrastructure behind cloud computing and artificial intelligence

    Why Communities Are Revolting Against AI Data Centers

    6 months ago19 sources
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    Community resistance to AI data centers is growing worldwide because local communities bear the environmental, noise, water, and power costs while receiving relatively few jobs or benefits; the cancelled $1....

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  • Samsung Galaxy smartphone displaying the One UI 8.5 interface update

    Samsung One UI 8.5 Rollout Expands: Galaxy S23 and Fold 5 Join the Stable Update

    6 months ago22 sources
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    Samsung expanded the One UI 8.5 rollout on May 18, 2026, adding the Galaxy S23 series and Galaxy Z Fold 5 / Flip 5 to the stable Android 16 update in South Korea, following a global rollout that began May 11...

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  • Illustration of AI processors and data‑center chips representing Tenstorrent’s role in the AI semiconductor race

    Why Intel and Qualcomm Are Eyeing Tenstorrent in the AI Chip Race

    6 months ago17 sources
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    Intel and Qualcomm are reportedly exploring early acquisition talks with AI chip startup Tenstorrent, whose RISC‑V processors, AI accelerators, and chiplet ecosystem make it a strategic asset in the race to...

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  • Illustration representing Nvidia Vera CPU integrated with Rubin GPU infrastructure for AI data centers

    Nvidia Vera CPU Explained: First Shipments, Rubin NVL72 Architecture, and Why It Matters for AI Data Centers

    6 months ago26 sources
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    Nvidia’s Vera CPU is a new Arm‑based data‑center processor built for agentic AI workloads and integrated into the Rubin NVL72 rack with 72 GPUs and 36 CPUs; first units were delivered to Anthropic, OpenAI, S...

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  • Concept illustration of interconnected AI companies representing the relationship between DeepMind, Anthropic, and major tech investors

    Demis Hassabis’s Early Anthropic Investment: What It Reveals About the AI Power Network

    6 months ago18 sources
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    Reports that DeepMind CEO Demis Hassabis personally invested early in Anthropic highlight how closely intertwined leading AI labs are—occurring alongside massive strategic investments from Google and Amazon...

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