Today: 21 May 2026
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NYSE:BABA 29 June 2025 - 17 September 2025

AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

Shockwaves in Silicon: Nvidia’s AI Chip Ban in China Escalates the Tech Cold War

China’s internet regulator has ordered tech giants including Alibaba and ByteDance to stop buying and testing Nvidia’s latest RTX 6000D AI chips, escalating restrictions on U.S. chipmaker sales. The move follows tightened U.S. export controls and affects about 13% of Nvidia’s sales. Nvidia’s stock dropped 3% on the news. Chinese firms are turning to domestic chips and alternatives.
17 September 2025
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Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

China Unicom has installed about 23,000 domestic AI chips, including Alibaba’s T-Head accelerators, in a $390 million data center in Qinghai, state media reported. Alibaba’s Hong Kong shares jumped over 5% after the deal was announced. The chips deliver 3,579 petaflops of computing power and compete with Nvidia’s China-only H20 GPU. Beijing requires over half of chips in state data centers to be locally made.
17 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

The global AI chip market is projected to surpass $400 billion by 2030, with data center GPU sales from NVIDIA alone hitting $80 billion in 2024. Taiwan’s TSMC manufactures about 90% of the world’s most advanced chips, making the island a key supply chain hub. The U.S. leads in design and has tightened export controls on China, which is investing heavily to boost domestic production. Demand for AI chips is surging across industries.
17 September 2025
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AI’s Weekend Whirlwind: Global Crackdowns, Tech Giants’ Bold Moves & Market Shocks

AI’s Weekend Whirlwind: Global Crackdowns, Tech Giants’ Bold Moves & Market Shocks

China’s mandatory AI content labeling rules take effect Sept. 1, while the U.S. revoked chip export waivers to China, hitting Samsung and SK Hynix shares. EU officials rejected calls to delay the AI Act. OpenAI is planning a massive India data center; Alibaba’s new AI chip fueled a 26% cloud revenue jump. Meta faces scrutiny after its chatbots impersonated celebrities without consent, prompting new guardrails and U.S. investigations.
1 September 2025
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AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

Nvidia stock fell about 4% despite strong sales, as China risks and high expectations weighed. Dell plunged up to 10% after warning of shrinking AI profit margins. Marvell dropped 18–19% on weak guidance, while Alibaba soared 13% on surging AI cloud revenue and a new data center chip. The PHLX Semiconductor Index lost about 3% amid a broad tech selloff.
31 August 2025
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AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

Reuters found Meta’s AI chatbots impersonated celebrities like Taylor Swift without consent, prompting Meta to restrict romantic and self-harm chats for teens. OpenAI faces a lawsuit after ChatGPT allegedly encouraged a teen’s suicide; the company plans parental controls. Microsoft launched in-house AI models for Office Copilot, while Google expanded its Vids AI video editor. U.S. and EU regulators stepped up scrutiny of AI’s impact on minors.
31 August 2025
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AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

U.S. stock indexes fell from record highs on Aug. 29 as major AI-linked stocks like Nvidia and Dell tumbled. Nvidia dropped about 4% despite strong sales, while Dell plunged up to 10% after warning of profit pressures. Marvell Technology sank nearly 19% on weak guidance. Alibaba jumped 13% after reporting a surge in AI-driven cloud revenue.
30 August 2025
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Global AI News: Flirty Chatbot Scandal, Major Breakthroughs & Big Tech Showdowns (Aug 29–30, 2025)

Global AI News: Flirty Chatbot Scandal, Major Breakthroughs & Big Tech Showdowns (Aug 29–30, 2025)

Meta faces criticism after a Reuters report found it created AI chatbots impersonating celebrities like Taylor Swift without consent. OpenAI plans parental controls for ChatGPT after a lawsuit alleged the AI encouraged a teen’s suicide. Microsoft launched new in-house AI models, while Google expanded its AI video editor. Elon Musk’s xAI sued Apple and OpenAI, alleging anticompetitive practices.
30 August 2025
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AI Frenzy: Billion-Dollar Deals, Breakthroughs & Backlash (Aug 3–4, 2025)

AI Frenzy: Billion-Dollar Deals, Breakthroughs & Backlash (Aug 3–4, 2025)

The EU AI Act’s governance standards, GPAI classification, and sanctions regime took effect August 2, as Google signed the EU’s voluntary AI Code of Practice and Meta declined. In the U.S., a Senate plan for a five-year moratorium on state AI laws drew opposition from 17 Republican governors. OpenAI raised $8.3 billion at a $300 billion valuation. A Florida jury awarded $243 million to a family in a Tesla Autopilot crash case.
4 August 2025
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AI Revolution Roundup: Meta’s Secret Weapon, China’s Global Gambit & Breakthrough Tech (July 25–26, 2025)

AI Revolution Roundup: Meta’s Secret Weapon, China’s Global Gambit & Breakthrough Tech (July 25–26, 2025)

Meta hired Shengjia Zhao, co-creator of OpenAI’s ChatGPT and GPT-4, as chief scientist of its new Superintelligence Lab on July 25. The lab will consolidate Meta’s LLaMa models and AGI work, operating separately from FAIR. CEO Mark Zuckerberg said the lab aims to build open-source general intelligence.
26 July 2025
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Python’s Game-Changer, AI’s Big Letdown & Ada’s Surprise Comeback – Programming News Roundup (July 23-24, 2025)

Python’s Game-Changer, AI’s Big Letdown & Ada’s Surprise Comeback – Programming News Roundup (July 23-24, 2025)

Python 3.14 RC1 adds an opt-in no-GIL build and experimental JIT compiler, with single-threaded performance in free-threaded mode 5–10% slower. Java JDK 25 moves to Rampdown Phase Two ahead of September release. Ada climbs to the top 10 of the July 2025 TIOBE index, up from 24th last year. OpenAI launches ChatGPT agent mode, enabling autonomous tool use with user permission and safeguards.
24 July 2025
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AI Breakthroughs, Bold Plans & Backlash: Inside the 48‑Hour Global AI Frenzy (July 23–24, 2025)

AI Breakthroughs, Bold Plans & Backlash: Inside the 48‑Hour Global AI Frenzy (July 23–24, 2025)

President Donald Trump on July 23 unveiled the U.S. AI Action Plan, aiming for “global dominance” by promoting open-source AI and tightening chip export controls targeting China. OpenAI and Oracle announced Project Stargate, planning $500 billion in U.S. AI supercomputing. The EU’s AI Act takes effect August 2, imposing new rules on major AI models. Amazon shut its Shanghai AI lab amid U.S.–China tensions.
24 July 2025
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AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

Google and OpenAI models each solved five of six problems at the International Mathematical Olympiad, earning gold medals with natural language-based reasoning. OpenAI scaled up test-time compute for its model, while Google DeepMind’s Gemini Deep Think completed the challenge in under 4.5 hours. MIT CSAIL and Facebook AI showed new image generation methods. Amazon closed its Shanghai AI lab amid U.S.–China tensions.
23 July 2025
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AI News Roundup June 16, 2025: Musk’s ‘Waifu’ Chatbot Scandal, China’s Billion-Dollar AI Push, Google’s $25B Power Play & More

AI News Roundup June 16, 2025: Musk’s ‘Waifu’ Chatbot Scandal, China’s Billion-Dollar AI Push, Google’s $25B Power Play & More

China’s AI researcher pool grew from under 10,000 in 2015 to over 52,000 in 2024, driven by government support and rural data annotators. DeepSeek and Alibaba are adopting open-source LLMs to counter U.S. export controls. Nvidia CEO Jensen Huang said half of global AI researchers are Chinese. Meta hired 7 of 11 top engineers for its new "superintelligence" lab.
16 July 2025
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China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

Moonshot AI released its open-source "Kimi K2" large language model in July 2025, claiming performance on par with top U.S. models. Beijing filings showed 39 new data centers in Xinjiang and Qinghai set to deploy over 115,000 Nvidia H100/H200 GPUs. Moore Threads and MetaX filed for IPOs on Shanghai's STAR Market, seeking ¥12 billion. China completed the BeiDou-3 satellite constellation and began launching the "Three-Body" AI satellite network.
13 July 2025
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Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

Amazon Web Services announced a $10 billion AI data center campus in North Carolina, creating 500 jobs. Alibaba Cloud pledged $52.7 billion for global expansion, opening a second South Korea facility and adding sites in Mexico and Thailand. Equinix acquired three Manila data centers on June 4. TikTok plans a €1 billion data center in Finland for EU user data.
8 July 2025
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Global AI Powerhouses Clash: China’s AI Revolution Challenges U.S. Tech Dominance

Global AI Powerhouses Clash: China’s AI Revolution Challenges U.S. Tech Dominance

DeepSeek now costs about $0.55 per million tokens, compared to $15 for OpenAI. HSBC, Standard Chartered, and Saudi Aramco have adopted DeepSeek, while Amazon, Microsoft, and Google offer it on their clouds. Alibaba’s Tongyi Qianwen was open-sourced, spawning over 100,000 variants. Microsoft plans to spend $80 billion on AI data centers in 2025; OpenAI aims to add 4.5 GW of cloud capacity.
3 July 2025
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The Global AI Surge: Disruption, Opportunity, and the New World Order / Updated: 2025, July 3rd, 12:00 CET

The Global AI Surge: Disruption, Opportunity, and the New World Order / Updated: 2025, July 3rd, 12:00 CET

Chinese AI model DeepSeek, priced at 1/17th the cost of top US rivals, was adopted by HSBC, Standard Chartered, and Saudi Aramco in 2025. Microsoft pledged $80 billion and Meta $68 billion for AI infrastructure. OpenAI agreed to lease 4.5 GW of power from Oracle for the $500 billion Stargate project. Nevada passed a law requiring disclosure of AI-generated political ads, effective January 2026.
3 July 2025
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China’s rapid advancements in AI – from cutting-edge models to new regulations – made headlines in June 2025.

China’s rapid advancements in AI – from cutting-edge models to new regulations – made headlines in June 2025.

ByteDance launched the Doubao-1.6 multimodal reasoning model and cut AI API prices by over 60% in June 2025. SenseTime unveiled SenseChat upgrades with real-time audio, video, and visual reasoning, including a Cantonese version for Hong Kong. Alibaba’s DAMO Academy and Zhejiang Cancer Hospital announced the DAMO GRAPE AI model for early gastric cancer screening, published June 24 in Nature Medicine.
30 June 2025
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AI News Roundup – June 29, 2025 (Daily AI News and Analysis)

AI News Roundup – June 29, 2025 (Daily AI News and Analysis)

Alibaba unveiled its Qwen VLo image-generating AI and pledged ¥380 billion ($53 billion) for AI infrastructure, including a new South Korea data center. Meta is hiring at least eight OpenAI researchers as Llama 4 underperforms. Nvidia insiders sold over $1 billion in stock in 12 months, with CEO Jensen Huang unloading $14 million in June. Neuralink’s Summer 2025 demos showed seven Telepathy implant users controlling games by thought.
29 June 2025
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Latest articles

SPAC ETF Up as SpaceX Heads for SPCX Ticker

SPAC ETF Up as SpaceX Heads for SPCX Ticker

21 May 2026
The SPAC and New Issue ETF, now trading as SPCK, closed up 0.64% at $22.09 on Wednesday after SpaceX filed for a $75 billion IPO under the fund’s old ticker. The fund reported $7.14 million in net assets and 41 holdings as of May 19. New listings included a $75 million IPO from Research Alliance III and filings from FutureCorp Space Acquisition 1 and JAB Acquisition I. The SEC proposed easing share issuance rules for public companies.
EnerSys Stock Flips After Earnings as Guidance Tops Trader Hopes

EnerSys Stock Flips After Earnings as Guidance Tops Trader Hopes

21 May 2026
EnerSys shares rose in after-hours trading after the company posted fourth-quarter adjusted earnings of $3.19 per share on $988 million in revenue, both above analyst estimates. The stock closed regular hours down 1.3% at $214.56, then quoted up 5.8% to $227. First-quarter profit guidance also topped forecasts. Management cited strong data center and defense demand, but noted continued weakness in motive-power and transportation.
Silexion Soars After Cancer Study, Liquidity and Nasdaq Issues Linger for SLXN

Silexion Soars After Cancer Study, Liquidity and Nasdaq Issues Linger for SLXN

21 May 2026
Silexion Therapeutics shares surged 97% to $0.5298 on Wednesday with over 325 million shares traded, then fell 9.5% after hours. The move followed news that Israel approved a Phase 2/3 trial of its lead pancreatic cancer drug, SIL204. Silexion reported a Q1 net loss of $2.7 million and $2.4 million in cash. The company plans a 1-for-10 reverse share split by early June.
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