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AI Infrastructure
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AI Agents Now Outconsume Humans in Tokens, Fueling a Shift Toward Cheaper Chinese Models
Autonomous AI agents now generate five times more tokens than humans, pushing costs toward cheap Chinese models even as US labs still command most AI revenue. Autonomous AI agents now generate five times more tokens than humans, pushing costs toward cheap Chinese models even as US labs still command most AI revenue. Autonomous AI agents…
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Tokyo, Suwon, and China’s Multibillion-Dollar Bet on MLCCs
A global shortage of the capacitors that regulate power in AI servers has stretched delivery times for high-end parts to as long as ten months, with Samsung Electro-Mechanics and Japan’s Murata Manufacturing — the two dominant suppliers — both running near full capacity through 2027, according to reports and company disclosures. A global shortage of…
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The Word Factories of Ningxia: Why China’s Telecoms Took a Profit Hit to Chase AI Compute
Call it the barrel-of-oil moment for generative AI. China’s domestic AI inference reportedly costs one-tenth to one-sixth of overseas equivalents; the Economic Daily frames the resulting token exports as the nation’s answer to being called “the world’s factory:” not a nation that ships hardware, but one that ships intelligence.
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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. 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.