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| AI memory shortage: Limited memory chip supplies will constrain the number of US export licenses for Nvidia to sell its H200 artificial intelligence processors to Chinese customers, according to a top member of the House China committee. Infringement lawsuit: Xreal, a Chinese developer of smart glasses, accused San Francisco-founded rival Viture of patent infringement in a US court. TSMC’s CFO talks money: Bloomberg TV interviewed Wendell Huang moments after TSMC reported its huge fourth quarter and spending plans. He sees the top global chipmaker accelerating expansion and tech transfers to the US. | |
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| AI coding startup Replit is near a new funding deal that values it at $9 billion. That would roughly triple its valuation, including the money raised, according to people familiar with the matter. Founded a decade ago, Replit has emerged as a so-called vibecoding leader, building tools that let professional developers and novices write and debug software using AI. | |
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| Data centers are not being welcomed with open arms by local communities across the US, so Microsoft, Meta and Amazon are doing what they can to fix their reputation. Mainly: ads. Brody Ford writes about the PR campaign underway to improve the reputation of these massive server farms in today’s Tech In Depth essay. | |
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