Fault Lines Are Appearing in the AI Capex Spree
November 1, 2026
China is mounting its most serious challenge yet to Nvidia’s dominance in AI chips, buoyed by heavy state support and...
Read moreDetailsAlibaba signaled a strategic turn toward artificial superintelligence, with CEO Eddie Wu unveiling a “roadmap” that puts the Chinese tech...
Read moreDetailsChipmakers worldwide tacked on more than $200 billion in market value as investors piled into anything tied to artificial intelligence....
Read moreDetailsCompanies racing to deploy artificial intelligence are confronting “AI debt,” the hidden costs of poorly implemented autonomous systems, according to...
Read moreDetailsA U.S. distributor condemned a Chinese studio for what it called an unauthorized AI edit that changed a same-sex wedding...
Read moreDetailsAlibaba Group’s shares rallied in Hong Kong and jumped more than 9% in U.S. premarket trading after Chief Executive Eddie...
Read moreDetailsMore than 200 political and scientific leaders—including 10 Nobel laureates and AI pioneers Geoffrey Hinton and Yoshua Bengio—called for a...
Read moreDetailsChina moved to bar domestic firms from buying Nvidia’s latest China-market chips, signaling growing confidence that homegrown silicon can shoulder...
Read moreDetailsHuawei escalated its push into AI infrastructure, unveiling an Atlas 950 “SuperCluster” built on its Ascend chips and claiming performance...
Read moreDetailsAfter nearly three decades in the U.S., renowned AI researcher Song‑Chun Zhu relocated to Beijing in 2020, trading a tenured...
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