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31.12.25 - 07:24
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Nvidia’s robotics chief says the industry is building the wrong brains (Digitimes)
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Although AI has made tremendous progress in the digital domain, intelligence in the physical world still faces many challenges. Robots need to perceive 3D space, manipulate objects, and understand physical rules, all of which require enormous investments of manpower and resources. Dr. Jim Fan, head of Nvidia's robotics business and co-head of the GEAR lab, recently posted on X criticizing the current state of the robotics industry. Looking back at developments in robotics in the year now coming to an end, he argues that the robotics field remains in a state of chaos, and that its development direction may be wrong....
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31.12.25 - 06:06
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Academic research for AI robots to focus on causal reasoning and chain-of-thought (Digitimes)
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The field of AI robots has now entered a phase of rapid development and iteration, as evidenced by optimistic predictions from Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. As noted by the National Science and Technology Council (NSTC), key technologies for building advanced AI robots in the future include semantic reasoning, task decomposition, causal inference, chain-of-thought, multi-step reasoning, and cross-domain generalization capabilities....
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31.12.25 - 04:06
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Nvidia in 2025: 10 defining moments that shaped the AI giant (Digitimes)
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It is difficult to imagine any company exerting greater influence on the AI industry in 2025 than Nvidia. The market closely tracks CEO Jensen Huang's every move—whether he was meeting US President Donald Trump or sharing fried chicken and beer with executives from Samsung Electronics and Hyundai Motor Group in South Korea....
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31.12.25 - 03:30
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ByteDance May Splurge RMB100B Next Yr to Buy NVIDIA H200 Chips: Wire (AAStocks)
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If NVIDIA (NVDA.US) is permitted to sell H200 graphics processors to China, ByteDance plans to spend RMB100 billion next year to purchase NVIDIA's AI chips, more than this year's approximately RMB85 billion, South China Morning Post reported, citing sources.ByteDance has established a chip design department employing abo......
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31.12.25 - 02:06
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The chip industry in 2025: Boom, rivalry, and a fragile new order (Digitimes)
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In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges. Rising competition in AI chips threatens a market bubble. Meanwhile, China accelerates its push for self-reliance as US export restrictions tighten. The DIGITIMES news team highlights the year's defining trends....
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31.12.25 - 02:06
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ByteDance to pour US$14 billion into Nvidia chips in 2026 as computing demand surges (SCMP)
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ByteDance plans to spend about 100 billion yuan (US$14 billion) on artificial intelligence chips from Nvidia in 2026, a hefty increase from roughly 85 billion yuan in 2025, if the US company is allowed to sell its H200 graphic processing units in China, according to people familiar with the matter.
The budget, which could change, is part of the Beijing-based unicorn's ambitious capital spending plan in AI for 2026. The company, with a private market capitalisation of US$500 billion, has built up......
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31.12.25 - 01:30
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ByteDance balances Nvidia, Huawei chips in China′s localization squeeze (Digitimes)
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ByteDance is planning to procure a mix of Nvidia H200 accelerators and Huawei Technologies Ascend chips to meet its growing artificial intelligence needs while adhering to China's push for localized hardware. The move underscores the challenge facing Chinese technology companies that must preserve high-performance training capacity while signaling compliance with domestic industrial policy....
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