InILLUMINATIONbyJustice Vuyo Ndlovu·Sep 25Everyone Is Watching Nvidia. The Real AI Chip War Is Moving Somewhere Else.The next phase of AI will not be decided only by who can train the biggest models. It will be decided by who can run them cheaply, quickly…A response icon1
Michael Koyfman·Jun 17China Is Building an AI Empire and Telling Nvidia It Can Watch From OutsideThis is a number that will make Jensen Huang’s stomach drop: 2 trillion yuan. It equals about $295 billion — which is what Beijing is…
Emad Dehnavi·Nov 16, 2025Morgan Stanley raised its price target for Nvidia to 220 dollarsMorgan Stanley raised its price target for Nvidia to $220. They stated that industry research indicates a substantial acceleration in…
Shubhi Agarwal·Aug 5, 2025How China Is Building the World’s Most Powerful AI Network in the Middle of NowhereWhat’s happening in China’s remote western regions will shock you, and it might just change the future of artificial intelligence forever.A response icon2
AI Tech Review·Jun 25, 2025II Beneath the Buzz: The Real Story of DeepSeek’s All-in-One AI MachinesInside China’s AI all-in-one machine Rush: Strategic Differentiation Meets Heavy-Asset Thinking
