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18.06.26 - 10:12
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As ByteDance spends billions on AI, which Chinese chip start-ups stand to gain? (SCMP)
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As Chinese technology giant ByteDance accelerates its shift towards domestic chips for artificial intelligence workloads, a few smaller domestic suppliers stand to benefit – if they can deliver at scale amid a void left by Nvidia due to regulatory hurdles.
The Beijing-based owner of TikTok is considering turning to a handful of so-called tier-two chipmakers in China – smaller rivals to Huawei Technologies and Cambricon Technologies – for its cloud infrastructure, according to sources and......
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18.06.26 - 10:06
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Plurimi CIO Sees Value in AI Supply Chain (Bloomberg)
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Plurimi Wealth Chief Investment Officer Patrick Armstrong says he sees value in the artificial intelligence supply chain, stocks such as Micron, Samsung and Nvidia. "We're underweight the Magnificent Seven — the hyperscalers — those are the companies that are spending a trillion dollars over the next 12 months on AI datacenters," Armstrong tells Bloomberg Television. "And we own the companies they're giving the money to." (Source: Bloomberg)...
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18.06.26 - 10:06
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Darwin organ chip joins Nvidia AI medical push (Digitimes)
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Backlight module maker Darwin held its shareholders' meeting on June 17, 2026, and said it remains cautiously optimistic about 2026 revenue as its new businesses continue to gain traction. The company cited fresh commercial display orders in the US market and said organ-chip partner Anivance AI is also listed on an "Nvidia backdrop," adding momentum to its medical technology push....
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