China blacklists major chip research firm TechInsights following report on Huawei

Beijing has prohibited TechInsights from collaborating with Chinese entities due to national security concerns, labeling it an “unreliable entity.” This ban follows TechInsights’ findings on Huawei’s AI chips, sourced from foreign suppliers. Beijing aims to strengthen its semiconductor independence as Huawei and others navigate U.S. export controls.

Brad Gerstner on OpenAI’s Chip Alliances with AMD and Nvidia: “The Best Chips Will Win”

Investor Brad Gerstner cautioned against hype surrounding OpenAI’s chip partnerships with Nvidia and AMD, emphasizing the need for tangible results. Despite significant investments, he noted that demand for AI compute exceeds supply. As OpenAI diversifies its hardware strategy, the race for AI capabilities continues amidst geopolitical tensions and industry competition.