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Jon Keegan

Huawei readies AI chip to compete with Nvidia’s H100

Huawei is readying a homegrown answer to Nvidia’s ubiquitous H100 GPU, The Wall Street Journal reports.

The Chinese tech giant is reaching out to companies to test the forthcoming GPU, which is expected to ship in May, according to the report.

The H100, while now eclipsed by the newer and more powerful Blackwell series of chips, was hoarded by AI companies in the hundreds of thousands, and helped build the current generation of models.

But this key chip has long been restricted by US export controls, forcing Chinese companies to use Nvidia’s lower-power Chinese market H20 processors or find creative ways to smuggle the chips into the country.

While Chinese AI startup DeepSeek showed the world that it doesn’t need a gazillion of the latest GPUs to upend the industry, a domestically produced AI chip on par with the H100 would be a huge deal for China in the global arms race for AI.

The H100, while now eclipsed by the newer and more powerful Blackwell series of chips, was hoarded by AI companies in the hundreds of thousands, and helped build the current generation of models.

But this key chip has long been restricted by US export controls, forcing Chinese companies to use Nvidia’s lower-power Chinese market H20 processors or find creative ways to smuggle the chips into the country.

While Chinese AI startup DeepSeek showed the world that it doesn’t need a gazillion of the latest GPUs to upend the industry, a domestically produced AI chip on par with the H100 would be a huge deal for China in the global arms race for AI.

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Google uses an AI-generated ad to sell AI search

Google is using AI video to tell consumers about its AI search tools, with a Veo 3-generated advertisement that will begin airing on TV today. In it, a cartoonish turkey uses Google’s AI Mode to plan a vacation from its farm before it’s eaten for Thanksgiving.

Like other AI ad campaigns that have opted to depict yetis or famous artworks rather than humans, Google chose a turkey as its protagonist to avoid the uncanny valley pitfall that happens when AI is used to generate human likenesses.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

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Amazon, Alphabet, Meta, and Microsoft combined spent nearly $100 billion on capex last quarter

The numbers are in and tech giants Amazon, Alphabet, Meta, and Microsoft spent a whopping $97 billion last quarter on purchases of property and equipment. That’s nearly double what it was a year earlier as AI infrastructure costs continue to balloon and show no sign of stopping. Amazon, which reported earnings and capital expenditure spending that beat analysts’ expectations yesterday, continued to lead the pack, spending more than $35 billion on capex in the quarter that ended in September.

Note that the data we’re using here is from FactSet, which strips out finance leases when calculating capital expenditures. If those expenses were included the total would be well over $100 billion last quarter.

Apple Store in China

Apple reports Q4 earnings and revenue slightly above Wall Street estimates

The iPhone maker reported its FY 25 fourth-quarter earnings Thursday.

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