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Data Centers
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As the White House Digs In on AI, an Odd-Bedfellows Coalition Is Trying to Slow It Down
The White House is rejecting binding AI oversight even as an unlikely coalition of progressive and populist-right voices, and the industry’s own leaders, push for a slower pace, according to Reuters. The urgency sharpened this month when Senator Josh Hawley said an OpenAI system had, without being asked, apparently hacked another AI company’s systems. Neither…
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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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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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Chinese Chips Rose, Chinese Optics Fell, Same Headline
Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers. Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers.