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20.08.26 - 09:00
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China′s supernodes go mainstream as AI model sizes grow (SCMP)
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Supernodes were everywhere at last month's World Artificial Intelligence Conference (WAIC) in Shanghai.
Assemblies of dozens or hundreds of computer chips and associated hardware, supernodes are China's way around the United States' ban on the export of the most advanced artificial intelligence (AI) chips. Using greater quantities of domestic chips to deliver world-class computing power, they allow China to dodge the chokehold the US is trying to place on its AI aspirations.
At this year's WAIC,......
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20.08.26 - 08:33
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Japans Exporte steigen weiter stark - KI-Boom und Yen-Schwäche treiben an (DPA-AFX)
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Eine hohe Nachfrage nach Halbleiterausrüstung und Computerchips im Zuge des KI-Booms hat Japans Exporte im Juli angetrieben. Der Wert der Exporte habe sich im Jahresvergleich um 23,2 Prozent erhöht, wie das Finanzministerium am Donnerstag bekannt gab.. --- Auch die Nachfrage nach Autos war robust; zudem half der schwächere Yen, der japanische Produkte auf Auslandsmärkten wettbewerbsfähiger macht. So war die Währung im Juli gegenüber dem US-Dollar auf den niedrigsten Stand seit 40 Jahren gefallen..
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20.08.26 - 08:06
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AI drives network equipment demand as parts shortages deepen (Digitimes)
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AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging prices for key components such as memory and PCBs, along with hyperscalers drawing heavily on supply-chain resources, are squeezing parts availability for other electronics and adding another layer of uncertainty to second-half operations....
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20.08.26 - 07:06
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Nvidia, TSMC, chip gear makers ride AI boom into high-margin club (Digitimes)
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Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with equipment and materials suppliers increasingly joining a "high-margin club." Trailing only Nvidia's 75% gross margin in the fiscal first quarter of 2027 (which ended in April 2026), TSMC posted a record quarterly gross margin of 67.72% in the second quarter, with its first-half margin also reaching 67%. Related suppliers have joined the club as well....
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20.08.26 - 07:06
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Delta expands AI automation push into robotics, semiconductors, machinery (Digitimes)
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Delta Electronics outlined a broader AI strategy at the Taipei International Industrial Automation Exhibition on August 19, unveiling robotics and smart manufacturing applications designed to speed deployment across machinery, electronics, and semiconductors. The Taiwan-based industrial technology company also introduced its first Embodied AI Dual-Arm Robot Platform as it sharpened its focus on factory automation and production autonomy....
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20.08.26 - 07:06
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US Treasuries in driver′s seat for risky AI stocks as investors grapple with elevated yields (SCMP)
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Stock traders in mainland China and Hong Kong are looking to the US bond market for clues on the sustainability of the artificial-intelligence trade after rising Treasury yields jolted global financial markets.
Elevated yields on longer-dated Treasuries, a benchmark for global funding costs from mortgage rates to corporate borrowing, have emerged as a constraint on risk assets. That poses a particular threat to technology stocks trading at stretched valuations after years of frantic buying. Tech......
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20.08.26 - 05:06
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Xiaomi′s robotics ambitions reveal the next battleground for industrial AI (Digitimes)
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As artificial intelligence expands from digital environments into physical operations, embodied intelligence is emerging as a new frontier for technology companies. Xiaomi's latest earnings call offered a glimpse into how the company is approaching this field, with robotics positioned not as a standalone product category, but as a capability designed to enhance manufacturing, automation, and future industrial applications....
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