hapabapa/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34) This is an abridged transcript. C3.ai (AI) is down 23% in premarket action after posting a quarterly earnings miss and forecast ...

Exclusive: DeepSeek withholds latest AI model from US chipmakers including Nvidia, sources say | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Nvidia and Deepseek logos are seen in this illustration taken, January 27, 2025. REUTERS/Dado Ruvic/Illustration//File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- China strategy may be to place US hardware, models at disadvantage, research firm says- US official say ...

Apple’s (AAPL) iPhone was the only smartphone to see growth in China sales in January, according to Counterpoint Research. Every major Chinese mobile maker, from Huawei Technologies to Xiaomi (XIACY), saw major declines in a market that was ...

Core Viewpoint - Nvidia Corp. is launching new open-source software and models to facilitate the use of artificial intelligence in weather forecasting for governments and businesses [1] Group 1: Product Offerings - The Earth-2 platform includes AI-based weather models that provide more accurate two-week weather predictions and "nowcasts" for severe weather events [2] - Earth-2 features a new data assimilation model that quickly computes essential atmospheric conditions necessary for custom forecasts [3] Group 2: Strategic Importance - Nvidia aims to eliminate barriers to AI adoption in the economy, with its technology being central to the increasing investment in infrastructure for AI workloads [4] - The company recognizes weather and climate modeling as long-term interests due to their high computational demands [4] Group 3: Industry Impact - AI is transforming weather predictions, with new models proving to be more accurate than traditional supercomputer-generated forecasts by analyzing large datasets of atmospheric conditions [5] - Early adopters of AI weather forecasting include energy traders and businesses in sectors like shipping, insurance, and agriculture, seeking advantages in predicting weather-related variables [6] Group 4: Competitive Position - Nvidia's Earth-2 technology allows users to create tailored forecasts that compete with those from government meteorological agencies and Google's DeepMind [7] - The open-source nature of the software enables government agencies and companies to independently control their forecasting information [7]

Beijing officials plan to approve some Nvidia imports as soon as this quarter after they forced Chinese firms to pause their orders for the Silicon Valley firm’s H200 chips, according to reports.China is preparing to allow local tech firms to buy the H200 chip for select commercial use, though it will still be banned from the military, government agencies and state-owned enterprises over national security concerns, sources familiar with the matter told Bloomberg.The planned approval still represents a major ...

Core Viewpoint - The former autonomous driving unit of DJI, now known as ZYT, is set to enter the heavy vehicle industry by 2026, marking a significant shift in focus from passenger cars to heavy-duty lorries and unmanned logistics vehicles as the commercialization of autonomous driving technology intensifies in China [1][5]. Company Developments - ZYT plans to introduce its navigate-on-autopilot feature for lorries on highways, with mass production expected in the first half of 2026, according to CEO Shen Shaojie [2]. - The company has established partnerships with major trucking firms, including Xuzhou Construction Machinery Group, Shaanxi Automobile Group, and China National Heavy Duty Truck Group, to facilitate its entry into the heavy vehicle market [3]. - A new partnership with a leading Chinese commercial vehicle manufacturer will be launched in January to design unmanned logistics vehicles utilizing ZYT's autonomous driving technology [4]. Industry Context - ZYT is entering a competitive landscape for autonomous driving in China, facing established players like Horizon Robotics and Shenzhen Yinwang Intelligent Technology, which is a spin-off from Huawei Technologies [5]. - The company aims to tap into the lucrative logistics market, positioning itself against rivals such as Pony.ai, which has also announced plans for mass production and deployment of autonomous trucks in 2026 [5]. - Originally established in 2016 as DJI's automotive division, ZYT was spun off in 2023 due to its divergence from DJI's core drone business and the impact of geopolitical tensions between China and the US [6].

Core Insights - Chinese electric vehicles (EVs) are gaining significant traction in the luxury segment, with the Maextro S800 outselling established models like Porsche's Panamera and BMW's 7 Series in China [1][2] Group 1: Sales Performance - The Maextro S800, co-developed by Huawei and JAC Group, recorded 2,145 deliveries in mainland China last month, surpassing the combined sales of the Panamera and 7 Series [1][3] - The S800 is now the top-selling car in the 700,000 yuan-plus price segment in mainland China [2] - Prior to the S800's launch, the luxury car segment in China was dominated by international brands [4] Group 2: Market Dynamics - The S800 debuted in late May and offers both pure electric and extended-range editions, marking a shift in the luxury car market previously dominated by petroleum-powered vehicles [4] - Chinese EV makers, including BYD and Leapmotor, have successfully captured the mass market, leading to a decline in market share for foreign brands like Volkswagen and General Motors [5] - Approximately 60% of new cars sold to mainland customers are now battery-powered or plug-in hybrid models, indicating a significant shift towards electric vehicles [5]

The US approval for Nvidia's H200 artificial intelligence processors will give China a much-needed boost in computing power rather than pose a direct threat to domestic chips, even though the US chip is more powerful than rivals from Huawei Technologies and Moore Threads, according to analysts. With a total processing performance (TPP) of 15,832, the H200 has surpassed all AI chips made by domestic vendors on the market so far as well as Nvidia's H20, which was previously the most advanced Nvidia processo ...

Core Insights - The surge in open LLM usage globally is attributed to the adoption of Chinese-developed systems, such as Alibaba Cloud's Qwen models and DeepSeek's V3 [1] - Chinese AI companies have narrowed the technological gap with US firms to approximately three months, aided by an influx of talent and rapid technology iteration [8] - The emergence of new Chinese AI start-ups, referred to as "AI tigers," has revitalized the sector, with significant funding and innovation despite challenges in accessing advanced processors [16] Group 1: Market Dynamics - Chinese tech firms are rapidly developing their own AI chatbots and LLMs to compete with American services, aiming to protect their domestic market of over 1 billion internet users [4] - The launch of ChatGPT by OpenAI prompted a scramble within China's tech industry to catch up with advancements in AI technology [5] - The success of open-source models, such as those from DeepSeek and Alibaba Cloud, has encouraged further innovation among Chinese AI start-ups [16][24] Group 2: Competitive Landscape - DeepSeek's V3 and R1 models have been recognized for their competitive performance against OpenAI's GPT and Meta's Llama models, developed at lower training costs [6] - The shift towards open-source models is seen as a strategic move for Chinese companies to enhance adoption and compete effectively [7][17] - Companies like Moonshot AI and MiniMax have gained attention with their new models, contributing to a competitive landscape among Chinese AI firms [22][19] Group 3: Future Outlook - Venture capitalists express optimism about China's potential to surpass the US in AI within a decade, citing advantages in infrastructure and data center capabilities [26][27] - The Chinese government's focus on AI as a national priority since 2017 has laid the groundwork for the country's ambition to become an AI superpower by 2030 [12] - Despite challenges, the resilience of Chinese cloud service providers in accumulating AI chips has supported ongoing development in the sector [9]

Huawei Technologies is doubling down on foundation models with a newly formed unit, heating up the race for dominance among Chinese tech giants in the artificial intelligence sector. The AI foundation model unit was established under Huawei's 2012 Laboratories, the company's strategic research and development arm that covered domains ranging from wireless technology to AI, according to a report by Chinese media outlet China Star Markets this week. The department was actively recruiting AI talent, the re ...