Tech
tech
Jon Keegan

Report: Huawei was slated to deliver the “full Chinese stack” for Malaysia’s sovereign AI

In the global race for AI, your “tech stack” really matters.

The “stack” refers to the different layers of technology that make up modern AI infrastructure.

To build your stack, you need to carefully choose each layer:

  • The data center (and its location);

  • The servers in the data centers;

  • The chips in the servers;

  • And the AI model and software tying it all together.

If you are a country seeking to build your own “sovereign AI” to reduce your dependence on other countries, you might want to source each layer of your AI stack domestically, or close to home.

Bloomberg is reporting that Malaysia chose not to use the industry favorite Nvidia GPUs, but rather announced that it had selected China’s Huawei’s Ascend GPU-powered servers for the country’s Strategic Artificial Intelligence system, along with a version of the Chinese DeepSeek LLM.

This so-called “full Chinese stack” is something that the Trump administration and some tech leaders calling for the removal of US AI chip export controls have long feared.

David Sacks, the venture capitalist turned AI adviser to the Trump administration, tweeted:

“As I’ve been warning, the full Chinese stack is here. We rescinded the Biden Diffusion Rule just in time. The American AI stack needs to be unleashed to compete.”

After the White House got wind of the announcement, Bloomberg reports that Malaysia retracted the announcement, and Huawei denied any chip sales to Malaysia.

  • The data center (and its location);

  • The servers in the data centers;

  • The chips in the servers;

  • And the AI model and software tying it all together.

If you are a country seeking to build your own “sovereign AI” to reduce your dependence on other countries, you might want to source each layer of your AI stack domestically, or close to home.

Bloomberg is reporting that Malaysia chose not to use the industry favorite Nvidia GPUs, but rather announced that it had selected China’s Huawei’s Ascend GPU-powered servers for the country’s Strategic Artificial Intelligence system, along with a version of the Chinese DeepSeek LLM.

This so-called “full Chinese stack” is something that the Trump administration and some tech leaders calling for the removal of US AI chip export controls have long feared.

David Sacks, the venture capitalist turned AI adviser to the Trump administration, tweeted:

“As I’ve been warning, the full Chinese stack is here. We rescinded the Biden Diffusion Rule just in time. The American AI stack needs to be unleashed to compete.”

After the White House got wind of the announcement, Bloomberg reports that Malaysia retracted the announcement, and Huawei denied any chip sales to Malaysia.

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Amazon closes at all-time high

Fresh off strong earnings Thursday, Amazon saw its stock price end the week at a record closing high of $244.22.

The stock is up 10% so far this year.

The e-commerce and cloud giant beat analysts’ revenue and earnings, and its massive gain was responsible for more than all of the positive return delivered by the SPDR S&P 500 ETF on Friday.

tech
Rani Molla

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.

tech
Rani Molla

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.

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