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... 6:22
E-Commerce and AI drive big gains in Chinese tech stocks

Yahoo Finance

1+ months ago 1K views

Chinese stocks are experiencing a rally as economic data shows resilience, particularly in the tech sector. Investors are urged to focus on domestic consumption, with significant growth potential in e-commerce and AI-driven technologies. Crane Shares is positioned to benefit from the recovery of Chinese equities and highlights notable companies like Alibaba and Pinduoduo. Despite ongoing geopolitical challenges, including tariffs, there is optimism regarding US-China relations, suggesting that both economies remain interlinked.
01:54 - 02:16

Lesser-known companies like Wu and Bilibili are innovating in online video and gaming.

KraneShares Big Data Analytics Finance
... 14:15
We're at The Bottom of The Third Inning in the AI Race: Gregory Allen

Bloomberg Podcasts

1+ months ago 2K views

Nvidia's dominance in the AI market faces challenges from competitors like Huawei and technologies such as Deep Seek. The increasing efficiency of AI models creates demands for more GPU chips rather than fewer, yet questions arise regarding the competitive advantages and the ownership of advanced AI intellectual property. TSMC's alleged provision of AI chips to Huawei raises significant export control concerns, highlighting the geopolitical implications of AI technology development. Nvidia remains strong primarily due to its software ecosystem, even as competitors attempt to innovate and rival its established dominance.
01:28 - 01:48

Export controls on AI chips raise concerns about TSMC's sales to Huawei.

Machine Learning Research & Innovations
... 10:40
⚡ Huawei’s AI Chip KILLED NVIDIA’s $593B Value?

Revo Now

1+ months ago 7K views

Huawei's AI advancements have caused NVIDIA to lose $593 billion in market value as Deep Seek's R1 model, built on Huawei's Ascend processors, claims to rival leading models like ChatGPT. This development signals a significant threat to NVIDIA, traditionally the champion of AI hardware. Despite being under U.S. sanctions, Huawei's Ascend 910c chip exhibits impressive performance. Investors are concerned about the implications of cheaper alternatives challenging NVIDIA's dominance, while US export restrictions potentially hinder NVIDIA's market in China. The evolving landscape points to increasing competition and innovation in the AI sector, marking a shift in the market balance.
04:42 - 06:06

NVIDIA faces panic as investors consider alternatives to their pricey GPUs.

Huawei AI hardware Tech & Hardware
... 18:52
China Makes Massive Advancements in AI | Canada-China Trade | Trump-Xi Meeting | Manus & DeepSeek

China Update

1+ months ago 14K views

China's economic landscape reveals an enduring deflationary pressure highlighted by recent CPI data, with analysts suggesting a permanent environment rather than a temporary issue. Ongoing discussions hint at potential in-person meetings between Trump and Xi Jinping, aiming for a summit amid rising tensions in US-China relations, compounded by trade wars with Canada. Meanwhile, China's AI landscape is rapidly evolving, exemplified by Manus's emergence as a competitive force against US firms, showcasing significant capabilities in areas like resume screening and stock analysis. The potential implications of these developments highlight the increasing influence of China's technology sector globally.
09:03 - 09:08

Manus demonstrated capabilities in resume screening and travel planning, gaining significant interest.

Manus Machine Learning Tech & Hardware
... 5:2
Unveiling Nvidia's Compact AI Supercomputer!

Global-AINEWS

1+ months ago 2K views

Nvidia's Jetson Orin Nano super developer kit represents a significant leap in AI technology, providing a compact yet powerful device capable of running complex algorithms. With its exceptional processing power, thanks to the Nvidia Ampere architecture and increased memory bandwidth, this kit empowers developers and hobbyists to innovate more effectively in AI applications. Supported by a robust software ecosystem, including tools for robotics and computer vision, the Jetson Orin Nano demonstrates high potential across various industries, paving the way for AI democratization and accessibility, making advanced technology available to a broader audience.
02:10 - 03:06

Nvidia's software ecosystem accelerates AI development and deployment.

Nvidia AI hardware Tech & Hardware
... 17:18
BYD & Huawei AI becomes intellectual disability:Drivers are test subjects

China Deep Dive

1+ months ago 2K views

The CCP's Made in China 2025 aimed to transform China into a manufacturing powerhouse, particularly in electric vehicles (EVs). By 2023, China dominated the global EV market, producing over 60% of the world's electric vehicles. However, China's reliance on imported chips for EVs undermines this success. Immediate concerns arise around the safety and reliability of Chinese brand EVs, as illustrated by incidents involving BYD and Huawei vehicles that highlight failures in autonomous driving systems. Public sentiment among consumers reflects a growing skepticism toward domestic brands due to numerous quality and safety issues.
02:55 - 03:14

BYD's intelligent driving system demonstrated significant reliability issues.

BYD Autonomous vehicles Transportation
... 13:18
96% Collapse: “China Shock” | DeepSeek & Chinese AI | Setser on China

China Update

1+ months ago 30K views

China's aggressive expansion into older semiconductor technologies is driving prices to unprecedented lows, threatening established market leaders. Companies like Wolf Speed are struggling against heavily subsidized Chinese competitors, leading to significant stock drops. Meanwhile, Nvidia continues to adapt to challenges posed by emerging AI models like Deep Seek R1. The U.S. export restrictions impact Nvidia’s revenue streams from China, highlighting ongoing efforts to access high-performance AI chips. The video concludes by examining recent comments on China's industrial policies and their implications for global trade, emphasizing the distinction between exports and domestic consumption.
Big Data Analytics Finance
... 7:57
China’s Offer to Germany, Alibaba's AI Revolution, and Trump’s shake-up | Feb 27, 2025

Golden Crane

1+ months ago 2K views

Alibaba has launched its new AI reasoning model, QWQ Max, as part of a $53 billion investment plan to enhance its AI capabilities. Chinese scientists have set a new record in quantum transmission, enhancing online security potential and contributing to efforts in establishing a quantum internet. The U.S. has imposed sanctions on over 30 Chinese and Indian firms for allegedly aiding Iran’s oil sales, which could strain their economic ties. Additionally, Russian President Putin supports Trump's proposal for defense budget cuts among the U.S., Russia, and China, and China is calling for faster reconstruction efforts in Gaza.
01:39 - 02:22

U.S. imposes sanctions on firms aiding Iran’s oil sales, affecting China and India.

Alibaba Machine Learning Tech & Hardware
... 7:57
China’s Offer to Germany, Alibaba's AI Revolution, and Trump’s shake-up | Feb 27, 2025

Golden Crane

1+ months ago 2K views

Alibaba has launched its new AI reasoning model, QWQ Max, as part of a $53 billion investment plan to enhance its AI capabilities. Chinese scientists have set a new record in quantum transmission, enhancing online security potential and contributing to efforts in establishing a quantum internet. The U.S. has imposed sanctions on over 30 Chinese and Indian firms for allegedly aiding Iran’s oil sales, which could strain their economic ties. Additionally, Russian President Putin supports Trump's proposal for defense budget cuts among the U.S., Russia, and China, and China is calling for faster reconstruction efforts in Gaza.
01:39 - 02:22

U.S. imposes sanctions on firms aiding Iran’s oil sales, affecting China and India.

Alibaba Machine Learning Tech & Hardware