🇨🇳🚢 China’s AI giants quietly train models overseas to get Nvidia chips
Top Chinese players are shifting AI training to Southeast Asian data centers to sidestep U.S. curbs.
Alibaba and ByteDance look like the prime movers, with DeepSeek the notable at-home outlier.
It’s a messy logistical workaround-but for now, it works.
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🥽🛒 Alibaba launches Quark AI glasses in China
Think slim, regular-looking frames-not a chunky headset-that’s the pitch.
Powered by Alibaba’s Qwen model and plugged into Taobao and Alipay, the glasses aim to be a life assistant, not a sci-fi visor.
Pricing lands in impulse-buy territory… or so the marketing hopes.
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🧱💳 Google borrows Nvidia’s financing playbook
To win compute-hungry customers, Google isn’t just selling TPUs-it’s backstopping data-center leases and acting a bit like a bank.
One splashy deal with TeraWulf and FluidStack shows the vibe: use a fortress balance sheet to unlock megawatts, then reap the TPU demand.
Wall Street loves creativity… until it doesn’t.
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🛡️🏙️ Leonardo’s AI “dome” to defend cities
Italy’s Leonardo unveiled an AI-driven integrated defense system meant to counter everything from drone swarms to hypersonic threats.
Bold ambition, tidy branding, lots of sensors-the whole cyber-physical orchestra.
Are municipalities really the buyer here… or national forces pulling the strings?
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📉🔁 Asia’s AI “losers” eye a comeback
Investors cooled on parts of Asia that looked vulnerable to automation, especially service-heavy markets.
But sentiment shifts fast, and underloved sectors could claw back attention as expectations reset.
Markets have a short memory-conveniently selective, even.
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🇪🇺☁️ SAP rolls out an EU AI Cloud for sovereignty diehards
A full-stack, Europe-first cloud aimed at strict data residency and control.
Partners include Cohere, Mistral and yes, OpenAI-deploy on SAP, a European provider, or on-site if you’re extra picky.
It’s sovereignty, but make it configurable.
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