Zhipu AI's stock price jumped 32.8% after launching its open-source GLM-5.2 model, coinciding with US restrictions on AI model exports. The move targets users seeking alternatives to Western AI, with Zhipu's offering priced significantly lower than competitors.
US export controls have restricted Indian access to Anthropic's advanced AI models, Claude Fable 5 and Mythos 5, just after the company hailed India as its second-largest market. Experts warn this could hinder defensive security efforts and fuel calls for sovereign AI.
米新興企業アンソロピックは、米政府の輸出管理措置を受け、最先端AIモデル「クロード・ミュトス5」と「クロード・フェイブル5」の提供を停止すると発表した。安全保障上の懸念が理由とみられるが、同社は措置の透明性や公平性に疑問を呈している。
A US-China Business Council survey reveals that US export controls and sanctions are negatively impacting American companies, with nearly half affected and many losing sales to Chinese competitors. Tit-for-tat tariffs also hit over 72% of surveyed firms.
China's Commerce Ministry spokesperson He Yongqian stated that the US's repeated abuse of export controls under the guise of national security has harmed Chinese enterprises, disrupted international trade order, and impacted the global semiconductor supply chain. China urges the US to correct its actions and cease discriminatory measures.
China's AI chipmakers are striving for self-reliance against US export controls, debating between versatile GPUs and specialized ASICs to challenge Nvidia's dominance. Key players like Huawei, Cambricon, and Moore Threads are central to this design debate.
Nvidia's CFO expressed uncertainty about generating revenue from China despite US license approvals for H200 shipments, as the company excludes China data center compute revenue from its outlook.
SMIC and Hua Hong Semiconductor anticipate increased Q2 sales driven by AI demand and memory supply shortages, despite US export controls, with potential easing hoped from Xi-Trump meetings.
China has unveiled a new supercomputer built from entirely home-grown CPUs, with the aim of beating the world’s fastest machine while sidestepping US export controls. Known as Lingsheng or LineShine, it is designed to reach 2 exaflops – or two quintillion calculations per second – edging past the 1.8-exaflop El Capitan, the current record holder at the Lawrence Livermore National Laboratory in California. Unlike other exascale supercomputers, which rely on graphics processing units (GPUs),...
China has unveiled a new supercomputer built from entirely home-grown CPUs, with the aim of beating the world’s fastest machine while sidestepping US export controls. Known as Lingsheng or LineShine, it is designed to reach 2 exaflops – or two quintillion calculations per second – edging past the 1.8-exaflop El Capitan, the current record holder at the Lawrence Livermore National Laboratory in California. Unlike other exascale supercomputers, which rely on graphics processing units (GPUs),...
