Technology
US political shift and Nvidia curbs push AI compute towards China
“As models become commodities, AI's lasting value goes to whoever owns distribution and whoever supplies compute most cheaply,” Taylor wrote in his China Watch analysis research note this month.
Microsoft reportedly winds down Oracle AI infrastructure contract
Coforge joins SpaceX network to deploy Grok AI tools for enterprises
OpenAI secures $11bn in funding round with $1.25tn valuation
Regulators bar SoftBank’s acquisition of ABB robotics operations in China
OpenAI launches GPT-6 Cyber to find software vulnerabilities
