Stephen Nellis, Max A. Cherney, and Fanny Potkin report that for the second time, NVIDIA plans to release three new AI chips specifically made for China to bypass new U.S. rules. They write: Nvidia plans to release new artificial intelligence chips aimed at the Chinese market less than a month after U.S. officials tightened the rules on selling high-end AI chips to China. The chip industry newsletter SemiAnalysis said that the Nvidia chips are called the HGX H20, L20 PCIe and L2 PCIe and that Nvidia could announce them on Nov. 16 at the earliest. Nvidia's shares were up 3.3% in midday … [Read more...]
Intel Emerging as Top Candidate for Billions in CHIPS Act Funding
Yuka Hayashi and Asa Fitch of The Wall Street Journal report that Intel is the leading candidate to receive billions of dollars in government funding for secure facilities producing microchips under the CHIPS Act. They write: Intel INTC -1.90%decrease; red down pointing triangle is the leading candidate to potentially receive billions of dollars in government funding for secure facilities producing microchips for U.S. military and intelligence applications. The facilities—which have yet to be disclosed publicly—would be explicitly designated as a “secure enclave,” according to people … [Read more...]
TikTok Intensifies Its Competition for U.S. Sales
Liz Young of The Wall Street Journal reports that the viral video platform, TikTok, has put together outsourced logistics operations as it intensifies its competition for U.S. sales. She writes: TikTok, the viral video-sharing platform, is betting heavily on logistics as it tries to turn its outsize streaming audience into a big share of the U.S. e-commerce market. The social-media app is setting up a network of warehouses and fulfillment operations, taking on nuts-and-bolts tasks such as managing inventory and delivery from the array of independent merchants that are selling goods to … [Read more...]
While Missiles Fly, Flights Land: How Israel’s Airport Stays Open
https://youtu.be/-0t67OqyzL4?si=ZbeEBC6vIy-QY1I_ Despite its proxitiy to a war zone, Israel's Ben Gurion Airport remains open, allowing passenger and freight flights to operate through the sites. In a video report, the WSJ’s George Downs speaks with experts about the risks and explores the tactics Israel is deploying to continue to allow planes to take off and land in the country. … [Read more...]
The Quantum Future of Computing
In Foreign Policy, Rishi Iyengar explains the quantum future of computing, and what it means for geopolitics, writing: Even as the U.S. government tries to hold back China’s semiconductor industry and steal a march on its artificial intelligence capabilities, it is also preparing a much bigger, and more important, battlefield: quantum computing. Mentions of the technology have been tucked into a recent executive order curbing outbound investment into China, guardrails around funding for the CHIPS and Science Act, and a pair of presidential directives last year aimed at securing America’s … [Read more...]
Robot Warehouses Need Better Internet
Warehouse operations have undergone a revolution in technological advancement, integrating robotics in the process of fulfilling orders for online retail companies. But those warehouses are falling behind in one area—their internet connections aren't strong enough. Liz Young reports in The Wall Street Journal: The new robots, drones and other technology tools filling the country’s distribution centers are finding one thing all too difficult to reach: a fast and reliable internet connection. Robots that wheel through warehouse aisles to find and pick goods need a high-speed link to keep … [Read more...]
American Security Officials Concerned by New Chinese Chip Technology
Joe Biden's National Security Advisor Jake Sullivan has raised the alarm over the unveiling of new chip technology by China's smartphone manufacturer, Huawei. Bloomberg's Jenny Leonard, Michelle Jamrisko, and Debby Wu report: The US is working to establish the full details of Huawei Technologies Co.’s advances in chip technology, news of which has stoked Chinese nationalism and ignited speculation about the effectiveness of Washington’s curbs on the country’s vast technology sector. US National Security Advisor Jake Sullivan said on Tuesday the government wanted to know the precise … [Read more...]
China Is Attempting to Avoid U.S. Technology Sanctions
According to the Semiconductor Industry Association, Huawei Technologies, the Chinese telecom company that has been targeted with sanctions by many Western countries, is attempting to develop "a collection of secret semiconductor-fabrication facilities across China," reports Bloomberg's Ian King and Debby Wu. They write: The leading association of global chip companies is warning that Huawei Technologies Co. is building a collection of secret semiconductor-fabrication facilities across China, a shadow manufacturing network that would let the blacklisted company skirt US sanctions and … [Read more...]
Taiwan Semiconductor Sends Reinforcements to Arizona Facility Construction Site
In its race to complete an Arizona semiconductor manufacturing facility, Taiwan Semiconductor Manufacturing Company (TSMC) has decided to send hundreds of its experts to shepherd construction through the most critical phases. Reuters reports: TAIPEI, June 29 (Reuters) - Taiwanese chipmaker TSMC (2330.TW) said on Thursday it is sending more workers from Taiwan to the U.S. state of Arizona to help build a massive $40 billion factory to ensure its "fast ramp up". The first Arizona chip fabrication facility, or fab, is scheduled to be operational by 2024. A second facility nearby that is … [Read more...]
NASA Lines Up Corporate Collaborators for Future Missions
NASA has developed partnerships with seven American companies to develop the future of the space program. In a press release, NASA's Joshua Finch and Gary Jordan announced the agency's partnerships and explained their goals in the press release below: NASA will partner with seven U.S. companies to meet future commercial and government needs, ultimately benefitting human spaceflight and the U.S. commercial low Earth orbit economy. Through unfunded Space Act Agreements, the second Collaborations for Commercial Space Capabilities-2 initiative (CCSC-2) is designed to advance commercial … [Read more...]
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