Alibaba’s Big Wins
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Alibaba’s early bets on memory chipmaker Changxin Technology and AI labs like Zhipu are now producing outsized returns that dwarf typical venture multiples, even as allegations of large-scale model distillation threaten to overshadow those gains. The…
Huawei Enters DRAM Production
Huawei is accelerating its push into semiconductor manufacturing with plans to operate DRAM fabrication facilities, a move that underscores its determination to achieve technological self-sufficiency despite ongoing U.S. export restrictions. Reports…
Microsoft Bets $190B on AI
In the escalating battle for AI supremacy, Microsoft has projected a staggering $190 billion in capital expenditures for 2026, driven by skyrocketing memory costs amid insatiable demand for AI infrastructure Microsoft’s Q3 earnings and capex…