|
|
|
04.04.26 - 04:48
|
America Dependent On Chinese Electrical Parts For AI Build-Out (ZeroHedge)
|
|
|
America Dependent On Chinese Electrical Parts For AI Build-Out
The race for U.S. leadership in AI is hitting a tangible wall made of steel, copper, and imported circuit breakers. Trillions in planned spending on data centers are running up against chronic shortages of transformers, switchgear, and batteries, the unglamorous gear that actually delivers power to the racks.
AI Takeover Complete: Data Center Construction Surpasses Office Construction For The First Time https://t.co/g5WxE9glY3
— zerohedge (@zerohedge) February 27, 2026
Domestic production has not scaled anywhere near fast enough, leaving developers with little choice but to lean on overseas suppliers, predominantly from China. The result is lengthening lead times that threaten to push back or cancel projects already baked into corporate budgets and national strategy.
Bloomberg reports electrical equipment, though a small slice of total project costs, is the component that can bring everything to a halt. Their leading example is...
|
|
|
04.04.26 - 04:06
|
Competition or ′co-opetition′: how is convergence shaping AI race between China and US? (SCMP)
|
|
|
There was a surprise guest speaker at Nvidia's widely watched GPU Technology Conference (GTC) in San Jose, California, last month: Yang Zhilin, the founder of Beijing-based Moonshot AI, the developer behind the Kimi family of foundational artificial intelligence models.
Amid heated rhetoric about US-China AI competition, which some have likened to an “arms race”, the participation of a Chinese AI start-up's CEO at the flagship event of American chipmaking giant Nvidia might have struck some as......
|
|
|
04.04.26 - 03:36
|
Micro AI Sentry Guns May Be Next Layer Of Defense For Data Centers Against Kamikaze Drones (ZeroHedge)
|
|
|
Micro AI Sentry Guns May Be Next Layer Of Defense For Data Centers Against Kamikaze Drones
Submitted by Cameron Rowe, Co-Founder and CEO of Sentradel,
Most people don't think about what the “cloud” actually is. It's a physical building full of servers storing everything from your medical records to your social media. Every Google search, every ChatGPT query, every hospital pulling up your health history routes through a data center. Right now, those buildings have about as much aerial protection as your local Costco.
In March 2026, Iranian Shahed drones struck three AWS data centers in the UAE and Bahrain. Multiple availability zones went down simultaneously, taking core services like EC2, S3, and Lambda offline, cascading outages to banks, payment platforms, and ride-hailing apps across the region. It was the first confirmed kinetic attack on a hyperscale data center run by a U.S. company. Shortly after, Iranian state media published a list of “Enemy Technology Infrastructure,” i...
|
|
|
|
|
04.04.26 - 02:06
|
Semco raises ABF substrate prices as AI server demand surges (Digitimes)
|
|
|
The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks in the global supply chain for advanced packaging substrates, South Korea's Samsung Electro-Mechanics (Semco) has proactively restructured its product lineup and increased prices. This move reflects not only rising raw material costs but also a structural shift where demand far exceeds supply....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03.04.26 - 19:30
|
Google Launches Gemma 4 For Advanced On-Device AI (AFX)
|
|
|
WASHINGTON (dpa-AFX) - Google has launched Gemma 4, which goes beyond chatbots and creates AI agents that can plan tasks, take actions on their own, generate code even without internet access, and......
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03.04.26 - 16:00
|
Beijing mandates internal AI ethics reviews to ensure ′controllable′ tech (SCMP)
|
|
|
Chinese companies engaging in artificial intelligence activities are required to set up internal “AI ethics review committees” under new rules released by Beijing on Thursday, effective immediately.
The notice comes as policymakers look to ensure that fast-paced AI progress can continue in a “healthy” manner amid growing consumer and enterprise adoption.
Jointly released by 10 government bodies and institutions including the Ministry of Industry and Information Technology, National Development......
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
