Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and computing firms are mobilizing across the board, accelerating product tape-outs, building software ecosystems, and securing capital. This aggressive, multi-pronged effort signals the rapid formation of a localized compute architecture designed to break international reliance and capture diverse market segments.
SenseTime has released Seko 2.0, which it describes as the industry's first multi-episode video generation agent, marking a step beyond short AI clips toward longer, more coherent video content.
South Korea is emerging as a focal point for global semiconductor investment as domestic AI chip startups attract growing interest from Middle Eastern sovereign funds, underscoring a shift in where capital and talent are converging in the next phase of the chip industry.
