huawei

The European Union is urging member states to steer clear of telecom equipment from Chinese firms like huawei and ZTE, citing cybersecurity concerns. This recommendation, part of a broader strategy to bolster network security, could lead to restrictions or bans on 'high-risk' suppliers. While not an immediate mandate, it signals a significant shift in the EU's approach to critical infrastructure.

US approved major Chinese tech giants like Alibaba and Tencent to acquire Nvidia's advanced H200 AI chips. However, no sales have materialized as Beijing reportedly discourages domestic firms from buying foreign technology, prioritizing the development of its own chip industry, particularly huawei's. Nvidia's CEO is now in China, hoping for a breakthrough.

China's blocking of Meta's $2 billion Manus AI acquisition signals a shift, making Singapore a less effective shield for Chinese tech firms seeking Western exits. Regulators intervened despite Manus's Singapore registration, barring founders from leaving the country. This move suggests Beijing's scrutiny now extends beyond incorporation, impacting future international ventures.

Nvidia CEO Jensen Huang says the biggest gap in the US-China AI race isn't chips—it's dialogue. Speaking on the Dwarkesh Podcast, Huang argued that American and Chinese AI researchers must talk and agree on what AI should never be used for. He pushed back hard against Anthropic CEO Dario Amodei's call for chip export controls, warning that ceding China's market risks splitting global AI into two competing tech ecosystems.

Donald Trump has landed in Beijing with 17 American companies in tow, worth a combined $16.47 trillion—roughly 90% of China's entire 2025 GDP. Jensen Huang joined at the last minute, boarding Air Force One in Anchorage. Nvidia and Apple alone account for $9.7 trillion of that, while Meta sent its policy chief after Beijing blocked its $2 billion Manus deal.

Anthropic's paper outlines two scenarios for US-China AI leadership by 2028. In one, the US maintains its compute advantage through tightened export controls, leading to democratic AI norms. The other sees China overtaking the US if policymakers fail to act, resulting in authoritarian AI dominance.

The US FCC has unanimously voted to bar Chinese labs from testing electronic devices for the American market, aiming to enhance security and integrity. New rules will also prohibit major Chinese telecom firms like China Mobile from operating data centers in the US and interconnecting with American carriers, further isolating them from the US internet ecosystem.

India’s answer to Claude Mythos is one or more homegrown AI models as powerful as, if not more powerful than, Mythos. For this, Government of India needs to take the lead. Time is of the essence here

China's DeepSeek has launched its open-source V4 AI model, aiming to rival top US competitors like OpenAI and Google. The V4-Pro, with 1.6T parameters, and V4-Flash, with 284B parameters, both support a 1 million token context window. This development signifies a significant step in the global AI race, emphasizing scale, performance, and cost efficiency.

US Commerce Secretary Howard Lutnick stated that Nvidia's H200 AI chips have not yet been sold to China, attributing the delay to Beijing's efforts to boost its domestic industry. Despite earlier Trump administration approval, China's central government is reportedly blocking purchases to encourage investment in homegrown alternatives, such as those from huawei.