The fact that we are having this discourse in Singapore instead of engaging in Trumpian exchanges that are prevailing ...

While China-based AI models are gaining attention for their cutting-edge capabilities, reports reveal that government-imposed ...

U.S. policy and export controls have reshaped semiconductor manufacturing, fracturing the landscape of semiconductor ...

Apple and Baidu are working to add AI features to iPhones sold in China, but are facing hurdles that could hurt the tech ...

Nvidia’s Data Center revenue soared 112% YoY in Q3 FY2025, hitting $30.8 billion, driven by Hopper GPUs. Read why I'm very ...

AWS' re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more ...

Infineon Technologies, a former Siemens subsidiary, is a solid long-term investment with a moat and strong market position.

Aluminum is a versatile and lightweight metal known for its low density and being roughly one-third the weight of steel or ...

Western AI companies have been sharing concerns surrounding the censorship of AI models made in China. Hugging Face CEO ...

“Mega forces,” including the rise of artificial intelligence and the ongoing transition to low-carbon energy, are ...

Chinese EV brand JIDU has unveiled a race car with autonomous driving powered by artificial intelligence, called the ROBO X.

That’s how much U.S. consumers spent in two hours on Monday night, capping off a five-day spending spree that smashed ...