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ByteDance rents a fifth of China’s data centre capacity, SemiAnalysis says

ByteDance occupies roughly a fifth of China’s delivered data centre capacity, and it rents nearly all of it, according to research firm SemiAnalysis. That makes the TikTok owner the key customer for every wholesale data centre operator in China, the firm said. It published the estimate in a report on Friday. The estimate comes from […]

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Meta signs deal for Firmus AI computing capacity in Southeast Asia

Meta has signed deals to rent AI chips at data centers in Southeast Asia run by Firmus, an Australian company that builds them, the two companies announced. Meta has reserved a certain amount of capacity and can add more if needed. Also, the company plans to use the chips to research, build, and train its […]

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China extends AI travel curbs to executives’ families, Bloomberg reports

China now requires the families of some top AI and chip executives to get Beijing’s approval before travelling abroad, Bloomberg News reported, citing people familiar with the matter. The rule covers spouses and children, even for short trips. Government agencies have started telling affected people about the wider restrictions, Bloomberg reported. Those covered include prominent […]

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Z.ai and Concordia AI propose six stages for managing open-weight AI risk

Chinese AI company Z.ai and Beijing safety consultancy Concordia AI have published a framework for managing the risks of open-weight AI models. Anyone can download, modify and run the trained parameters of such models. The two released the report on Monday, Chong Ming Lee reported for the South China Morning Post. The report “provides the […]

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Google’s India AI hub cleared for 2.51GW, not 1GW, the Guardian reports

Google’s $15bn AI datacentre project in Andhra Pradesh has state environmental clearance for 2.51GW of capacity, more than double the 1GW announced, according to clearance papers seen by the Guardian. Hannah Ellis-Petersen and Aakash Hassan reported the story from Tarluvada, one of the villages where the project is being built. The Guardian said 2.51GW is roughly […]

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“Supply chains are at risk”: O-ID raises $1.2m for modular humanoid robots

“When enough factory roles go unfilled at once, entire supply chains are at risk. O-ID’s robots are built to work alongside the people still on the floor, closing those gaps before they become a crisis for a single factory and for the industries Japan depends on,” said Stian Jakobsen, co-founder and CEO of O-ID. Tokyo-based […]

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Japan and the US are discussing a GlobalFoundries chip plant under their $550bn pact, Nikkei reports

According to a report by Nikkei Asia on Thursday, Japan and the United States are negotiating to set up a semiconductor factory as part of their $550bn investment agreement. The project would be worth between ¥2trn and ¥3trn ($12.9bn and $19.3bn) and will be run by the US chipmaker GlobalFoundries, which makes logic chips. Nikkei […]

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AWS cannot restore its Bahrain region or one UAE zone six months after the strikes

Amazon Web Services has told customers it cannot restore access to its cloud facility in Bahrain or one of its three data hosting zones in the UAE, six months after drone strikes hit its sites in the Gulf. The explanation matters because it shows the limits of the resilience built into cloud infrastructure. “The damage […]

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SoftBank shares slide up to 13% as AI stocks fall on slowdown calls

SoftBank Group shares fell as much as 13% in Tokyo on Monday, their steepest drop since 17 July. AI-linked stocks sold off worldwide that day. Over the weekend, the heads of Anthropic and OpenAI had called on the industry to slow the development of more capable models. The same day, Bloomberg reported that SoftBank had […]

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Tencent-backed chipmaker Enflame nearly triples in its Shanghai debut

Shares in Shanghai Enflame Technology closed 179% above their offer price on their first day of trading on Shanghai’s Star Market on Friday. The Tencent-backed AI chipmaker had raised about 6.12bn yuan ($911m) in its initial public offering, Bloomberg reported. The stock opened at 410 yuan, against an IPO price of 142.18 yuan. It rose […]

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