China

Union IT and electronics minister says the country’s semiconductor effort is moving faster than expected as fabs and assembly units take shape.

The Nvidia chief argues that AI’s rapid expansion is being driven by real-world adoption rather than speculation, with enterprises scaling inference workloads and cloud providers racing to add capacity despite export curbs and rising component costs.

The next leap in AI may come not from costlier chips, but from India’s ability to make it run on simpler ones.