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The AI boom is driving coordinated innovation in the US as it builds fabs and energy infrastructure that could have lasting value even if the bubble bursts (Ben Thompson/Stratechery)

Ben Thompson / Stratechery : The AI boom is driving coordinated innovation in the US as it builds fabs and energy infrastructure that cou...

1 September 2025

A profile of Chinese AI chip designer Cambricon, whose share price has doubled since the start of August, supported by Beijing's aims for tech self-sufficiency (Financial Times)

Financial Times:
A profile of Chinese AI chip designer Cambricon, whose share price has doubled since the start of August, supported by Beijing's aims for tech self-sufficiency  —  The young chipmaker has software advantages over much larger rival Huawei as it aids Beijing's race for tech self-sufficiency

Posted from: this blog via Microsoft Power Automate.

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