US political shift and Nvidia curbs push AI compute towards China
“As models become commodities, AI's lasting value goes to whoever owns distribution and whoever supplies compute most cheaply,” Taylor wrote in his China Watch analysis research note this month.
Canadian AI lab Cohere signs letter of intent to buy AISLE
How AI infrastructure is being reimagined for the era of million-processor systems
“Connectivity alone is no longer enough”: Closing the digital capability gap
Huawei Cloud unveils enterprise AI portfolio as it commits to building an open agentic cloud