The AI landscape is rapidly evolving, with significant developments in both hardware and applications. Huawei is challenging Nvidia with its CloudMatrix 384 AI system, powered by Ascend 910C chips, while also forming alliances with other Chinese firms to overcome U.S. tech restrictions. China is also pushing forward with new AI models like Alibaba's Qwen3-Thinking-2507. AMD is reportedly considering raising the price of its Instinct MI350 AI chips by nearly 70%, potentially reaching $25,000. Meanwhile, AI agents and smart contracts are transforming digital asset trading, creating a machine economy with increased demand for AI-related tokens. On the policy front, both President Trump and Florida Governor DeSantis are developing AI strategies. Trump wants to rename 'artificial intelligence' and prioritize hardware and deregulation to make the U.S. an AI export leader, while DeSantis is concerned about AI's impact on jobs. The U.S. and China are also taking different approaches to powering AI, with the U.S. favoring fossil fuels and China focusing on clean energy. In the investment world, while Wall Street bets big on large AI models, smaller, more efficient models are gaining traction, especially in companies like Apple, Meta, and Tesla. Finally, Radha Plumb, formerly with the Pentagon, is now leading AI transformation at IBM, and experts are cautioning investors about the risks of blindly following AI-driven investment advice.
Key Takeaways
- Huawei's CloudMatrix 384 system, using Ascend 910C chips, aims to rival Nvidia's GB200 NVL72.
- China's "Model-Chip Ecosystem Innovation Alliance" seeks to reduce reliance on foreign tech.
- Alibaba has launched its Qwen3-Thinking-2507 open source LLM.
- AMD may increase the price of its Instinct MI350 AI chips to $25,000.
- AI agents are driving a machine economy in cryptocurrency trading, boosting tokens like FET and AGIX.
- Trump wants to rename 'artificial intelligence' to 'Genius Intelligence' and prioritize hardware for U.S. AI dominance.
- The U.S. favors fossil fuels for powering AI, while China focuses on clean energy.
- Small AI models (SLMs) are gaining importance in companies like Apple, Meta, and Tesla.
- Radha Plumb, ex-Pentagon leader, now leads AI transformation at IBM.
- DeSantis plans an AI strategy for Florida, addressing job impact and tech company influence.
Huawei's new AI system challenges Nvidia's top model
Huawei has revealed its CloudMatrix 384 AI system, designed to compete with Nvidia's GB200 NVL72. The system uses 384 of Huawei's Ascend 910C chips. SemiAnalysis suggests Huawei's design, including supernode chip networking, could boost performance. Huawei's CEO, Zhang Pingan, said the system is already running on their cloud platform. This launch highlights Huawei's growing importance in China's AI chip market amid U.S. export limits.
China responds to US AI plans with new tech
China is making moves in the AI world. Alibaba launched its new Qwen3-Thinking-2507 open source LLM. Huawei showed off its CloudMatrix 384 system, competing with Nvidia's GB200 NVL72. Huawei's system uses a 'supernode' architecture to link many chips for fast performance. These developments show China's commitment to staying competitive in AI.
China's AI firms unite to overcome US tech limits
Chinese AI companies are forming alliances to create their own tech systems. This is to reduce their need for foreign technology because of U.S. export restrictions. The "Model-Chip Ecosystem Innovation Alliance" connects Chinese AI developers and chip makers. Huawei, Biren, and Moore Threads are among the chipmakers in the alliance. Huawei also introduced its CloudMatrix 384 system, which rivals Nvidia's top products. Other companies are showing off similar chip technology and AI products like digital AI glasses.
AI agents, smart contracts revolutionize digital asset trading in 2025
AI agents are now buying GPU time and smart contracts are managing money, creating a machine economy. Digital workers are earning digital assets, impacting cryptocurrency trading. This increases demand for digital assets and blockchain networks. AI-related tokens like Fetch.ai (FET) and SingularityNET (AGIX) may see increased interest. Traders should watch for institutional investments in AI cryptos, similar to stock market gains in companies like NVIDIA.
AI agents and trading bots transform crypto markets
AI agents and trading bots are changing cryptocurrency markets. Lex Sokolin says AI agents are actively trading and earning, creating a machine economy. People can now own networks of sensors and tokenize assets like cars. This shift boosts AI-driven tokens and increases trading automation. Tokens like FET and RNDR have shown price surges with growing AI discussions.
DeSantis plans AI strategy, calls it major issue
Florida Governor Ron DeSantis plans to introduce an AI strategy for the state soon. He believes AI is a major issue facing society and the economy. DeSantis is concerned about AI's potential impact on jobs and the influence of tech companies. He also criticized tech companies for hiring foreign workers using H-1B visas. DeSantis highlighted Florida's law against AI-generated sexual depictions without consent.
Trump wants a new name for 'Artificial Intelligence'
President Trump wants to rename 'artificial intelligence' because he dislikes the word 'artificial'. He suggested 'Genius Intelligence' or GI as an alternative. Trump announced an AI action plan to make the U.S. an AI-export leader. The plan includes deregulation and faster permits for data centers. Federally funded AI models must be free from ideological biases.
US and China take different paths to power AI
The US and China have different ideas on how to power the AI boom. The US plans to use fossil fuels, while China wants to use clean energy. Data center electricity use is expected to increase a lot in the next ten years. President Trump supports oil, natural gas, and nuclear energy. President Xi Jinping wants new data centers to use mostly clean energy. The US has cheap gas, while China leads in making solar panels and batteries.
AMD may raise price of Instinct MI350 AI chips
Advanced Micro Devices (AMD) shares rose after reports that they plan to increase the price of their Instinct MI350 AI accelerator. The price may go up to $25,000 from $15,000. This would be an increase of nearly 70%.
Ex-Pentagon leader Radha Plumb joins IBM for AI role
Radha Plumb, former Pentagon CDAO leader, is now leading AI transformation at IBM. She will help IBM use AI, automation, and cloud computing in its business. Plumb will test AI technologies internally before they are used for clients. She will also focus on using AI to improve business processes in the government. Douglas Matty is the new leader of the CDAO.
AI investing risks and rewards discussed
AI is changing how people invest, giving them tools that were once only for Wall Street. CPA Paul Hood says there are still risks to using AI without understanding them. AI can help everyday investors by quickly analyzing data. Robo-advisors use AI to make real-time recommendations on when to buy or sell. Hood warns against blindly following AI advice, comparing it to self-driving cars that could all go off a cliff.
Trump AI summit focuses on hardware for US dominance
The "Winning the AI Race" summit in Washington focused on hardware, not software. President Trump's AI Action Plan prioritizes chips, factories, and data centers. The US wants to control the AI supply chain and sell cloud services, chips, and models. Trump signed orders to speed up data center permits and reduce environmental rules. The goal is for the world to use American AI technology.
Small AI models may beat Wall Street's big AI bet
Wall Street is focused on large AI models, but small AI models (SLMs) may be more important. AI is moving from the cloud to the real world, needing small, efficient models. SLMs are always on, fast, battery-powered, and cheap. Companies like Apple, Meta, and Tesla are already using SLMs in their products. This shift could change the AI investment landscape, benefiting companies like Qualcomm and Lattice Semiconductor.
Sources
- Huawei Unveils AI System to Challenge Nvidia's Flagship Model
- Fortune Tech: China's AI riposte
- Chinese AI firms form alliances to build domestic ecosystem amid U.S. curbs
- Machine Economy Revolution: AI Agents, Smart Contracts, and Digital Asset Trading in 2025
- AI Agents and Algorithmic Trading: The Rise of the Machine Economy in Crypto Markets
- DeSantis formulating AI approach, calls it society’s ‘biggest issue’
- President Trump wants to rename 'Artificial Intelligence' to something else
- US and China Are Diverging on Strategies to Power the AI Boom
- AMD jumps after report of plans to raise price of Instinct MI350 AI chips
- Former Pentagon CDAO Radha Plumb takes AI transformation role at IBM
- Money Monday: The risks and rewards of utilizing AI for investing
- Trump AI Summit Targets Hardware as Key to US Supremacy
- Why Wall Street’s AI Bet May Be Dead Wrong
Comments
Please log in to post a comment.