China’s AI chip market is rapidly shifting, with domestic players capturing 41% share and shipping 1.65 million GPUs in 2025, cutting deeply into Nvidia’s dominance, now down to ~55% from 95% pre-sanctions. Huawei leads the local surge with nearly 20% market share, fueled by
BIG TECH
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ChatGPT Users Migrate to Claude Impacting OpenAI Stock
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Le monde quitte ChatGPT à une vitesse incroyable La dernière personne de mon entourage qui utilisait ChatGPT est passée à Claude hier 100 % des gens que je côtoie utilisent Claude Conséquence : les actions @OpenAI sont invendables en ce moment selon @Bloomberg
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Siri: First Consumer AI App and Apple’s Investor History
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What was the first consumer app that used AI? Siri. Here are the investors behind Siri. Happy 50th birthday Apple! Interesting to listen back on this important historical video.
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Siri’s Investors Reveal AI Innovation Insights
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This video with the investors behind Siri gives you a lot of them:
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TSMC’s $300B Taiwan Investment Plan Reshapes US Semiconductor Ecosystem
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12 fabs means $300B+ Taiwanese investment in America not including all the additional Taiwanese companies in the ecosystem who go where TSMC goes. pic.twitter.com/m2Y0MPvjLy
— 🖤 Christine (@christinelu) 2 avril 202612 fabs means $300B+ Taiwanese investment in America not including all the additional Taiwanese companies in the ecosystem who go where TSMC goes.
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Replicate accidentally exposes internal code on GitHub
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I probably shouldn't be sharing this but someone at @replicate accidentally pushed the entire internal codebase they use to containerize AI models to a public GitHub repo It's still up:
github.com/replicate/cog [Translated from EN to English]→ View original post on X — @replicate, 2026-04-02 00:32 UTC
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Major Tech Company Contradicts Six Key Principles
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I know of at least one big tech company which does everything exactly the opposite of those 6 points.
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AI Could Drive Trillion-Dollar Market Valuations for Tech Giants
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Yeah. PCs and the internet are why we've got Trillion-dollar market caps. Feels like with AI, we're going to look back on current market assessments the same way. $100T the next table stakes for tier 1 tech co.
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SpaceX Files for Largest IPO in History After Acquiring xAI
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SpaceX has confidentially filed for what could become the largest IPO in history. The filing comes just weeks after its $250B acquisition of Musk's xAI, merging his AI and space ambitions under one roof. Elon Musk's SpaceX is reportedly targeting a valuation of around $1.75
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Anthropic Clarifies Unintentional GitHub Fork Removal Incident
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This was not intentional. We are debugging what happened on the GitHub side. No one at Anthropic dmca’d these forks