# Сопутствующие статьи по теме Supply Chain

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Supply Chain", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

NVIDIA Starts Installing Chips on Roads | Rewire Evening News Update

NVIDIA CEO Jensen Huang announced at GTC that the company's data center orders for Blackwell and Vera Rubin platforms are projected to exceed $1 trillion by 2027, doubling last year's estimates. He emphasized that computing demand will far surpass this figure. Beyond data centers, NVIDIA is expanding its autonomous driving ecosystem, adding BYD, Geely, Nissan, and Isuzu to its Drive Hyperion platform. A partnership with Uber aims to deploy robotaxis in Los Angeles and San Francisco by early 2027, expanding to 28 markets by 2028—a moment Huang calls "the ChatGPT moment for autonomous driving." In related news, Uber co-founder Travis Kalanick revealed his stealth robotics startup, Atoms, after eight years of operation. The company focuses on automating physical infrastructure, mining, and robotic platforms. Kalanick is reportedly acquiring autonomous driving firm Pronto, with Uber's support, signaling a strategic re-entry into automation. Meanwhile, Murata Manufacturing, the world's largest MLCC supplier with over 40% market share, raised prices for AI server and automotive-grade components by 15-35%, effective April 1. This marks its first major price hike in three years and highlights hidden cost pressures in AI infrastructure supply chains. The SEC is also considering allowing public companies to switch from quarterly to semi-annual financial reporting, reducing compliance costs and potentially benefiting tech firms making long-term AI investments. Additional updates include Alibaba providing employees with free AI tool tokens, FDIC moving to exclude stablecoins from deposit insurance, deepfake misinformation spreading during the Israel-Hamas war, and Picsart launching an AI Agent marketplace for creators.

marsbit03/17 19:08

NVIDIA Starts Installing Chips on Roads | Rewire Evening News Update

marsbit03/17 19:08

Latest Report from Top US Think Tank CSIS: 4 Truths and 1 Misjudgment About China's Technology...

Based on a comprehensive CSIS report by Scott Kennedy, this analysis examines China's high-tech drive, highlighting four key realities and one major misjudgment. China has significantly increased R&D investment, reaching $1 trillion (PPP) in 2023, leading to notable successes in sectors like EVs (e.g., BYD) and batteries (e.g., CATL), driven by intense domestic competition and market forces. The biopharma sector thrives through global integration and efficient clinical trials. However, the report identifies persistent structural weaknesses: stagnation in total factor productivity, a quality gap in innovation (e.g., low-value patents), and critical dependencies in semiconductors (reliance on global supply chains for advanced chips) and aviation (e.g., C919's high import dependency). The report argues that China's tech power translates into geopolitical influence through military-civil fusion and growing participation in international standard-setting, though it lacks unilateral rule-making ability. A key misjudgment is the belief in "decoupling." The report finds comprehensive separation is counterproductive, fueling China's self-sufficiency while harming global supply chains, inflation, and green energy transitions. Instead, it advocates for "calibrated coupling": targeted restrictions on critical military technologies while maintaining cooperation in non-strategic areas and global issues like climate change. The ultimate advantage will go to those fostering open, inclusive innovation ecosystems.

marsbit03/10 03:29

Latest Report from Top US Think Tank CSIS: 4 Truths and 1 Misjudgment About China's Technology...

marsbit03/10 03:29

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