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Le Borse mondiali sono in rosso a causa di un significativo sell-off nel settore tecnologico, in particolare nel comparto dei semiconduttori e delle aziende legate all'Intelligenza Artificiale, alimentato da dubbi sulla sostenibilità degli investimenti e dall'aspettativa di una politica monetaria più restrittiva da parte della Federal Reserve. #MercatiInRosso #IntelligenzaArtificiale #ChipTech

Huawei claims to have found a new way to increase chip performance despite U.S. restrictions. Instead of further miniaturizing transistors, the company wants to use the principle of "Tau Scaling Law" and the LogicFolding architecture, which is designed to accelerate data flow within the chip and reduce latency between its parts. (translated)

De Verenigde Staten hebben ASML dringend nodig om hun voorsprong in kunstmatige intelligentie ten opzichte van China te behouden, maar lopen gevaar door de mogelijke invoering van strenge exportbeperkingen die zowel voor de VS als hun bondgenoten nadelige gevolgen kunnen hebben. #AI #ASML #Chiptechnologie

Nvidia's recent $20 billion licensing deal with AI chip startup Groq marks a significant turning point for the company and the broader AI industry, as Groq's specialized SRAM chips promise to enhance the speed and cost-efficiency of AI inference, attracting investor interest amidst a competitive landscape that includes firms like Cerebras and SambaNova, while addressing the increasing demand for rapid AI processing driven by the rise of AI agents. #AI #Nvidia #ChipTechnology #US #CZ #NL