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China’s next DeepSeek moment could come from a group of AI chipmaking ‘dragons’

China’s next DeepSeek moment could come from a group of AI chipmaking ‘dragons’

One year after DeepSeek upended the U.S. markets, investors are bracing for what could be the next moment of reckoning out of China: A rapid and coordinated push to scale home-grown Nvidia rivals for artificial intelligence chips.  In just the past two months, four startups, dubbed China’s “four dragons,” have already gone public or filed […]

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Chip stocks rally after bumper earnings and a report of a game-changing China approval for Nvidia

Chip stocks rally after bumper earnings and a report of a game-changing China approval for Nvidia

Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg

Chip stocks rally after bumper earnings and a report of a game-changing China approval for Nvidia Read More »

SK Hynix smashes earnings estimates as AI memory demand drives record profit

SK Hynix smashes earnings estimates as AI memory demand drives record profit

Signage at the SK Hynix Inc. booth at the China International Import Expo (CIIE) in Shanghai, China, on Thursday, Nov. 6, 2025. The expo runs through Nov. 10. Photographer: Qilai Shen/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images South Korea’s SK Hynix on Wednesday posted record quarterly revenue and profit, boosted by surging

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CNBC’s The China Connection newsletter: China-made humanoid robots set sights on Middle East and U.S. markets

CNBC’s The China Connection newsletter: China-made humanoid robots set sights on Middle East and U.S. markets

This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story Chinese humanoid robots are on the verge of coming to the U.S. — before Elon Musk is ready to sell his Optimus machines. During my

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Anthropic CEO Dario Amodei warns AI may cause ‘unusually painful’ disruption to jobs

Anthropic CEO Dario Amodei warns AI may cause ‘unusually painful’ disruption to jobs

SAN FRANCISCO, CALIFORNIA – SEPTEMBER 04: Anthropic Co-founder and CEO Dario Amodei speaks at the “How AI Will Transform Business in the Next 18 Months” panel during INBOUND 2025 Powered by HubSpot at Moscone Center on September 04, 2025 in San Francisco, California. (Photo by Chance Yeh/Getty Images for HubSpot) Chance Yeh | Getty Images

Anthropic CEO Dario Amodei warns AI may cause ‘unusually painful’ disruption to jobs Read More »

One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models

One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models

BEIJING — Chinese companies are accelerating the rollout of new artificial intelligence models as competition with U.S.-based rivals OpenAI, Anthropic and Google intensifies. Just over a year ago, China-made DeepSeek rocked global markets with the release of an AI chatbot that undercut OpenAI’s ChatGPT on usage fees and production costs, raising questions about the efficacy

One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models Read More »

Mozilla is building an AI ‘rebel alliance’ to take on industry heavweights OpenAI, Anthropic

Mozilla is building an AI ‘rebel alliance’ to take on industry heavweights OpenAI, Anthropic

Mark Surman, president of Mozilla Foundation, speaks at The Wall Street Journal’s Future of Everything Festival in New York City, U.S., May 22, 2024. Andrew Kelly | Reuters From his small, snow-covered farm outside Toronto, home to cats and a dog, and soon some donkeys, Mark Surman has been laying the groundwork for a fierce

Mozilla is building an AI ‘rebel alliance’ to take on industry heavweights OpenAI, Anthropic Read More »

TikTok agrees to settle social media addiction trial involving Meta, YouTube moves forward

TikTok agrees to settle social media addiction trial involving Meta, YouTube moves forward

Thomas Fuller | Lightrocket | Getty Images TikTok has agreed to settle with a plaintiff and will not longer be part of a high-profile social media trial kicking off on Tuesday. An attorney for the plaintiff said the trial, held in Los Angeles Superior Court, will proceed as scheduled against Meta and Alphabet’s YouTube. This

TikTok agrees to settle social media addiction trial involving Meta, YouTube moves forward Read More »

Tech’s massive AI spend is under scrutiny ahead of earnings. Here’s what to watch

Tech’s massive AI spend is under scrutiny ahead of earnings. Here’s what to watch

From left, Mark Zuckerberg, CEO of Meta Platforms; Lauren Sanchez; Jeff Bezos, founder of Amazon.com; Sundar Pichai, CEO of Alphabet; and Elon Musk, CEO of Tesla, during the 60th presidential inauguration in the rotunda of the Capitol in Washington, Jan. 20, 2025. Julia Demaree Nikhinson | Bloomberg | Getty Images If 2025 was the year

Tech’s massive AI spend is under scrutiny ahead of earnings. Here’s what to watch Read More »

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