Chinese companies are shifting away from Nvidia's advanced AI accelerators toward domestic suppliers, with 46% of AI accelerator budgets expected to go to local products in the next year, up from 30% …
Ethernet switch sales surged 39.8% to $15.36 billion in Q1 2026, outpacing the overall server market's 30.4% growth, driven by AI infrastructure demand. Datacenter Ethernet switch revenue rose 61% to …
Chinese telecom executives at MWC Shanghai called for 'air-space-ground-sea' networks to meet surging AI computing demand, with Huawei's Wang Tao predicting 1 trillion AI agents by 2030 and China Towe…
ByteDance, the owner of TikTok, is spending billions on AI and shifting to domestic chips, potentially benefiting second-tier Chinese chipmakers like Iluvatar CoreX, Biren Technology, and others. The …
Huawei Technologies is evaluating the deployment of its newest Ascend AI chips in Latin America for its cloud and AI services, a senior executive confirmed. Mark Chen, president of Huawei Cloud Latin …