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AI Infrastructure
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From Chatbots to Robots: Three Storylines, One Shortage
Three separately reported milestones converged on China’s AI-hardware sector this month: a record-breaking robotics IPO, a memory chipmaker’s breakout into NAND’s global top three, and an open-sourced alternative to Nvidia’s software ecosystem.
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India’s Blacksmith Raises $45M — Not to Write Code, But to Catch It
“Writing code has gotten dramatically easier. Validating it hasn’t,” said co-founder and CEO Aditya Jayaprakash, and the new capital, joined by existing backers Y Combinator and GV, is aimed squarely at that bottleneck.
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The Real AI Story in Asia: Compute is Becoming an Asset Class | Report Download
Report: Chip restrictions have hardened into boundary maintenance, while a separate, faster-moving force — compute financialization — is doing more to reshape Asia’s AI capital landscape.
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New Jersey AI Cloud Giant Bets on Indonesia — Entering an Increasingly Crowded Gate
AI cloud company CoreWeave will build three data centers in Indonesia, marking its first Asia-Pacific expansion, it said last August 4.
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China’s Memory Makers Set the Price Now
China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny.