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23.07.26 - 10:36
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AI trade keeps capital – and risks – flowing to emerging markets (SCMP)
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For the most dramatic change in a benchmark index in financial markets in recent years, look no further than the stock markets of developing economies. Just over a year ago, mainland China and India had a combined weight of 50 per cent in the MSCI Emerging Markets Index. Fast forward to today, and it is South Korea and Taiwan that account for over half of the gauge.
At the end of last month, the weight of South Korea in the index stood at nearly 24 per cent, four percentage points more than that......
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23.07.26 - 10:12
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Moonshot AI model challenges EDA moat with 2-day chip design (Digitimes)
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China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across multiple model benchmarks and demonstrated an AI agent completing a full chip design flow in 48 hours using open-source electronic design automation (EDA) tools....
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23.07.26 - 10:12
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Japan loosens fiscal reins for JPY370 trillion AI, semiconductor strategy (Digitimes)
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Japanese Prime Minister Sanae Takaichi's government has approved a sweeping economic strategy that relaxes long-standing fiscal constraints to fund JPY370 trillion (approx. US$2.3 trillion) in public and private investments across artificial intelligence, semiconductors, and other strategic industries through fiscal 2040....
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23.07.26 - 10:00
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Alibaba unit says 5-in-1 AI gives robots unified brain, body and limbs (SCMP)
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Alibaba Group Holding's mapping unit has unveiled an upgrade to what it calls the world's first technology framework that unites a robot's “feet, hands, brains, central nerves and motor nerves” into a single system.
Amap's ABot system marks the latest move in Chinese tech players' race to harness artificial intelligence models to make robots more capable. Referred to as embodied intelligence, the effort aims to equip machines with the “brains” and other elements required to navigate and complete......
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23.07.26 - 09:42
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Nokia im KI-Fieber: Starke Zahlen und Milliarden-Aufträge beflügeln (Der Aktionaer)
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Der finnische Netzwerkausrüster Nokia hat im zweiten Quartal 2026 unter Beweis gestellt, dass der Konzern vom Boom rund um Künstliche Intelligenz und Cloud-Infrastruktur profitiert. Umsatz, Gewinn und Auftragseingang legten deutlich zu – vor allem das Geschäft mit KI- und Cloud-Kunden entwickelt sich zum Wachstumstreiber....
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