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Jul 23
Kimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

The US government is investigating Chinese artificial intelligence developer Moonshot AI over allegations that its Kimi K3 model improperly used outputs from Anthropic's Fable model and was trained with restricted Nvidia GB300 chips accessed outside China.

Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply chains. The Taiwan-based company is pushing into higher-margin businesses while demand remains strong across key markets worldwide.
Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
Jul 24, 06:30
SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous expectation of 2027 to beyond 2028, raising concerns over growth prospects for the AI power supply chain.
A springtime source-code exposure reframed the AI race around "harness" and memory engineering rather than raw model scale — and a wave of Chinese models built around exactly those ideas has since arrived within striking distance of Anthropic's flagship.
Chinese officials have embraced Kimi K3 as evidence of indigenous innovation and a maturing open-model ecosystem. Some Chinese developers and technology commentators are far less convinced.
OpenAI has increased its projected spending on compute from US$600 billion to US$750 billion by 2030. The 25% increase is meant to give its models an edge during a time of intense competition for compute power, although some worry about that the start-up's investments are oversized.
Apple is gearing up for a broad update to its entire Mac lineup, aiming to ride the wave of demand for high-performance computers driven by AI. New versions of nearly every Mac model are expected to roll out between this fall and next year.
DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.
As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI facilities exhibit highly variable power consumption driven by intensive GPU workloads, creating new challenges for grid operators while raising the bar for the reliability of on-site power systems.

For the past three years, large language model (LLM) development has moved along the same track: models have gotten bigger, parameter counts have climbed, reasoning has improved, AI agents have matured, and long-context windows have kept breaking records. The industry's debate has also centered on model capability, computing scale, and how far the field is from artificial general intelligence (AGI).

Nvidia CEO Jensen Huang's whirlwind visit to Japan in mid-July extended well beyond product announcements and public appearances. Alongside a joint event with gaming giant Sega Corporation, Huang used the trip to promote what he has repeatedly described as Nvidia's next major AI frontier—physical AI—sparking renewed discussion across Japan's industrial sector about the country's role in the emerging technology.

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability under pressure and EV demand slowing. Instead of chasing volume, the three German automakers are focusing on multi-powertrain platforms, deeper AI integration, and cross-border partnerships.