Why The US And China Suddenly Need To Talk About...
As the US and China compete over AI, officials and security experts are exploring limited cooperation on incidents, safeguards and technical standards.
As the US and China compete over AI, officials and security experts are exploring limited cooperation on incidents, safeguards and technical standards.
Cisco’s built-in resilience strategy seeks to simplify fragmented security stacks through Cloud Control, Splunk integration, and AI models like Antares.
AI server demand is reallocating memory capacity to HBM and server DRAM, lifting spot and contract prices for PCs and smartphones; Micron plans >$250B US investment through 2035.
DeepSeek is reportedly deploying 160,000 Huawei Ascend 950DT accelerators at a 1GW Inner Mongolia facility, mainly for inference, as Nvidia’s Q2 results underscore AI demand.
India is linking AI models to domestic chipmaking: IndiaAI Mission and Semicon 2.0 fund compute and fabs, while SEMICON India 2026 spotlights “Silicon to Systems.”
SFO Technologies and Smart IOPS are reported to be producing AI-focused SSD hardware in Kochi as India broadens its semiconductor and electronics agenda.
DeepSeek’s V4 Pro introduces a premium tier alongside V4 Flash, raising questions about pricing, capability, funding, infrastructure, and long-term competitiveness.
Microsoft’s reported Maia 300 plans point to a wider hyperscaler push for custom AI silicon, though the company remains dependent on TSMC and third-party accelerators.
The government’s 1-crore AI-skilling target could expand access to training, but its success will depend on curriculum quality, employer links, assessment, and measurable employment outcomes.
India’s semiconductor programme has moved beyond approvals, with three facilities in commercial production and further projects planned under Semicon 2.0.