US intelligence alleges China recruited Nvidia exec to spy on CEO
A US intelligence memo claims China's Ministry of State Security recruited a senior Nvidia female executive to spy on the CEO. This allegation highlights the geopolitical and intelligence risks facing major AI chip companies, potentially impacting supply chain stability.
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AMD CEO: Company Is Data Center First
AMD CEO Lisa Su stated the company positions itself as a 'data center first' entity, noting that AI compute demand is growing faster than expected. She highlighted efforts to increase supply capacity and collaborate on system deployments to meet rising customer needs.
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Microsoft Researcher John Langford Exits, AI Frontiers Team Disbanded
Microsoft researcher John Langford has announced his departure, stating that the AI Frontiers research group has been dissolved. This move marks an organizational shift in Microsoft's specific AI research direction, potentially affecting its future research layout.
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US data center slowdown impacts Taiwan AI supply chain
Markets worry that rising concerns over US data center construction are dampening AI investment momentum, impacting confidence in Taiwan's AI supply chain. Analysts suggest orders are merely deferred, not cancelled.
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Winbond Chairman: AI memory demand outlook clear
Winbond Electronics Chairman Jiao Youjun stated that memory demand is clear for 2027-2028, with the next cycle expected in 2029. He believes US midterm election results will impact AI data center construction trends.
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Ex-Yahoo CEO Criticizes AI Efficiency Culture as Detached
Marissa Mayer, former Yahoo CEO, criticized the 'efficiency first' culture among AI leaders as detached from the general public's experience. She argued this mindset hinders the creation of consumer-friendly products and is attempting to change it through her new AI assistant.
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