When Nvidia CEO Jensen Huang initially told the&#160;Financial Times&#160;that China would &#8220;win the AI race&#8221; before softening his stance, it crystallised a predicament that&#8217;s been years in the making. The world&#8217;s most valuable chipmaker now finds itself caught between two superpowers, each wielding the Nvidia AI chip ban as a weapon in a broader technological [&#8230;]
The post <a href="https://www.artificialintelligence-news.com/news/nvidia-ai-chip-ban-china-market-share/">Nvidia AI chip ban: Can tech giants navigate a geopolitical zero-sum game?</a> appeared first on <a href="https://www.artificialintelligence-news.com">AI News</a>.

تواجه شركة إنفيديا، أكبر شركة لصناعة الرقائق في العالم، تحديًا كبيرًا أثناء تنقلها بين التوترات الجيوسياسية بين الولايات المتحدة والصين. تسليط الضوء على موقف الشركة الهش، حيث صرح الرئيس التنفيذي جينسن هوانغ بأن الصين 'ستفوز في سباق الذكاء الاصطناعي'. أصبحت حظر رقائق الذكاء الاصطناعي من إنفيديا أداة في هذا الصراع التكنولوجي الأوسع، مما يثير القلق بشأن الآثار المترتبة على المشهد العالمي للذكاء الاصطناعي ومستقبل عمالقة التكنولوجيا الذين يعملون في بيئة منقسمة.

Nvidia, el principal fabricante de chips del mundo, enfrenta un desafío significativo mientras navega por las tensiones geopolíticas entre Estados Unidos y China. La declaración del CEO Jensen Huang de que China 'ganaría la carrera de la IA' resalta la posición precaria de la empresa, atrapada entre dos superpotencias. La prohibición de los chips de IA de Nvidia se ha convertido en una herramienta en este conflicto tecnológico más amplio, lo que genera preocupaciones sobre las implicaciones para el panorama global de la IA y el futuro de los gigantes tecnológicos que operan en un entorno tan dividido.

Nvidia, le principal fabricant de puces au monde, fait face à un défi majeur alors qu'il navigue dans les tensions géopolitiques entre les États-Unis et la Chine. La déclaration du PDG Jensen Huang selon laquelle la Chine 'gagnerait la course à l'IA' souligne la position précaire de l'entreprise, prise entre deux superpuissances. L'interdiction des puces AI de Nvidia est devenue un outil dans ce conflit technologique plus large, soulevant des inquiétudes quant aux implications pour le paysage mondial de l'IA et l'avenir des géants de la technologie opérant dans un environnement aussi divisé.

Nvidia, the world's leading chipmaker, faces a significant challenge as it navigates the geopolitical tensions between the United States and China. CEO Jensen Huang's statement that China would 'win the AI race' highlights the precarious position of the company, which is caught between two superpowers. The Nvidia AI chip ban has become a tool in this broader technological conflict, raising concerns about the implications for the global AI landscape and the future of tech giants operating in such a divided environment.

Nvidia AI chip ban: Can tech giants navigate a geopolitical zero-sum game?

Guardio is leveraging its experience building browser extensions and apps that scan for malicious and phishing sites to build a tool that looks for artifacts in code and websites made with vibe coding tools.

نجحت شركة Guardio الناشئة في مجال الأمن السيبراني في تأمين 80 مليون دولار من التمويل من ION Crossover Partners. تشتهر الشركة بخبرتها في تطوير إضافات المتصفح والتطبيقات التي تكشف عن المواقع الضارة والمحتالة. تخطط Guardio لاستخدام هذا التمويل لإنشاء أداة تبحث عن الآثار في الشيفرة والمواقع التي تم إنشاؤها باستخدام أدوات البرمجة vibe.

La startup de seguridad Guardio ha asegurado 80 millones de dólares en financiamiento de ION Crossover Partners. La empresa es conocida por su experiencia en el desarrollo de extensiones de navegador y aplicaciones que detectan sitios maliciosos y de phishing. Guardio planea utilizar estos fondos para crear una herramienta que identifique artefactos en el código y sitios web construidos con herramientas de codificación vibe.

La startup de sécurité Guardio a obtenu 80 millions de dollars de financement de la part d'ION Crossover Partners. Connue pour son expertise dans le développement d'extensions de navigateur et d'applications détectant les sites malveillants et de phishing, Guardio prévoit d'utiliser ce financement pour créer un outil identifiant les artefacts dans le code et les sites web construits avec des outils de codage vibe.

Security startup Guardio has secured $80 million in funding from ION Crossover Partners. The company is known for its expertise in developing browser extensions and applications that detect malicious and phishing websites. Guardio plans to utilize this funding to create a tool that identifies artifacts in code and websites built with vibe coding tools.

Security startup Guardio nabs $80M from ION Crossover Partners

A new artificial intelligence startup founded by the creators of <a href="https://opencv.org/">the world&#x27;s most widely used computer vision library</a> has emerged from stealth with technology that generates realistic human-centric videos up to five minutes long — a dramatic leap beyond the capabilities of rivals including OpenAI&#x27;s <a href="https://openai.com/sora/">Sora</a> and Google&#x27;s <a href="https://deepmind.google/models/veo/">Veo</a>.<a href="https://craftstory.com/">CraftStory</a>, which launched Tuesday with $2 million in funding, is introducing Model 2.0, a video generation system that addresses one of the most significant limitations plaguing the nascent AI video industry: duration. While OpenAI&#x27;s <a href="https://openai.com/index/sora-2/">Sora 2</a> tops out at 25 seconds and most competing models generate clips of 10 seconds or less, CraftStory&#x27;s system can produce continuous, coherent video performances that run as long as a typical YouTube tutorial or product demonstration.The breakthrough could unlock substantial commercial value for enterprises struggling to scale video production for training, marketing, and customer education — markets where brief AI-generated clips have proven inadequate despite their visual polish.&quot;If you really try to create a video with one of these video generation systems, you find that a lot of the times you want to implement a certain creative vision, and regardless of how detailed the instructions are, the systems basically ignore a part of your instructions,&quot; said Victor Erukhimov, CraftStory&#x27;s founder and CEO, in an exclusive interview with VentureBeat. &quot;We developed a system that can generate videos basically as long as you need them.&quot;<h3>How parallel processing solves the long-form video problem</h3>CraftStory&#x27;s advance rests on what the company describes as a parallelized diffusion architecture — a fundamentally different approach to how AI models generate video compared to the sequential methods employed by most competitors.Traditional video generation models work by running diffusion algorithms on increasingly large three-dimensional volumes where time represents the third axis. To generate a longer video, these models require proportionally larger networks, more training data, and significantly more computational resources.<a href="https://craftstory.com/">CraftStory</a> instead runs multiple smaller diffusion algorithms simultaneously across the entire duration of the video, with bidirectional constraints connecting them. &quot;The latter part of the video can influence the former part of the video too,&quot; Erukhimov explained. &quot;And this is pretty important, because if you do it one by one, then an artifact that appears in the first part propagates to the second one, and then it accumulates.&quot;Rather than generating eight seconds and then stitching on additional segments, CraftStory&#x27;s system processes all five minutes concurrently through interconnected diffusion processes.Crucially, CraftStory trained its model on proprietary footage rather than relying solely on internet-scraped videos. The company hired studios to shoot actors using high-frame-rate camera systems that capture crisp detail even in fast-moving elements like fingers — avoiding the motion blur inherent in standard 30-frames-per-second YouTube clips.&quot;What we showed is that you don&#x27;t need a lot of data and you don&#x27;t need a lot of training budget to create high quality videos,&quot; Erukhimov said. &quot;You just need high quality data.&quot;Model 2.0 currently operates as a video-to-video system: users upload a still image to animate and a &quot;driving video&quot; containing a person whose movements the AI will replicate. CraftStory provides preset driving videos shot with professional actors, who receive revenue shares when their motion data is used, or users can upload their own footage.The system generates 30-second clips at low resolution in approximately 15 minutes. An advanced lip-sync system synchronizes mouth movements to scripts or audio tracks, while gesture alignment algorithms ensure body language matches speech rhythm and emotional tone.<h3>Fighting a war chest battle with $2 million against billions</h3>CraftStory&#x27;s funding comes almost entirely from <a href="https://finance.yahoo.com/news/2-25-billion-exit-taught-130300997.html">Andrew Filev</a>, who sold his project management software company Wrike to Citrix for <a href="https://techcrunch.com/2021/01/19/citrix-is-acquiring-wrike-from-vista-for-2-25b/">$2.25 billion</a> in 2021 and now runs <a href="https://zencoder.ai/">Zencoder</a>, an AI coding company. The modest raise stands in stark contrast to the billions flowing into competing efforts — OpenAI has <a href="https://www.reuters.com/technology/artificial-intelligence/openai-closes-66-billion-funding-haul-valuation-157-billion-with-investment-2024-10-02/">raised over $6 billion</a> in its latest funding round alone.Erukhimov pushed back on the notion that massive capital is prerequisite for success. &quot;I don&#x27;t necessarily buy the thesis that compute is the path to success,&quot; he said. &quot;It definitely helps if you have compute. But if you raise a billion dollars on a PowerPoint, in the end, no one is happy, neither the founders nor the investors.&quot;Filev defended the David-versus-Goliath approach. &quot;When you invest in startups, you&#x27;re fundamentally betting on people,&quot; he said in an interview with VentureBeat. &quot;To paraphrase Margaret Mead: never underestimate what a small group of thoughtful, committed engineers and scientists can build.&quot;He argued that CraftStory benefits from a focused strategy. &quot;The big labs are in an arms race to build general-purpose video foundation models,&quot; Filev said. &quot;CraftStory is riding that wave and going very deep into a specific format: long-form, engaging, human-centric video.&quot;<h3>Why computer vision expertise matters in generative AI video</h3>Erukhimov&#x27;s credibility stems from his deep roots in computer vision rather than the transformer architectures that have dominated recent AI advances. He was an early contributor to <a href="https://opencv.org/">OpenCV</a> — the Open Source Computer Vision Library that has become the de facto standard for computer vision applications, with over <a href="https://github.com/opencv/opencv">84,000 stars on GitHub</a>.When Intel reduced its support for OpenCV in the mid-2000s, Erukhimov co-founded Itseez with the explicit goal of maintaining and advancing the library. The company expanded OpenCV significantly and pivoted toward automotive safety systems before Intel acquired it in 2016.Filev said this background is precisely what makes Erukhimov well-positioned for video generation. &quot;What people sometimes miss is that generative AI video isn&#x27;t just about the generative part. It&#x27;s about understanding motion, facial dynamics, temporal coherence, and how humans actually move,&quot; Filev said. &quot;Victor has spent his career mastering exactly those problems.&quot;<h3>Enterprise focus targets training videos and product demos</h3>While much of the public excitement around AI video generation has centered on creative tools for consumers, CraftStory is pursuing a decidedly enterprise-focused strategy.&quot;We are definitely thinking about B2B more than consumer,&quot; Erukhimov said. &quot;We&#x27;re thinking about companies, specifically software companies, being able to make cool training videos and product videos and launch videos.&quot;The logic is straightforward: corporate training, product tutorials, and customer education videos often run several minutes and require consistent quality throughout. A 10-second AI clip cannot effectively demonstrate how to use enterprise software or explain a complex product feature.&quot;If you need a longer-form video, then you should go with us,&quot; Erukhimov said. &quot;We can create up to five minutes, consistent video, high quality.&quot;Filev echoed this assessment. &quot;One huge gap in this market is the lack of models that can generate consistent videos over longer sequences — and that&#x27;s extremely important for real-world use,&quot; he said. &quot;If you&#x27;re creating a commercial for your company, a 10-second video, no matter how good it looks, just isn&#x27;t enough. You need 30 seconds, you need two minutes — you need more.&quot;The company anticipates cost savings for customers. Filev suggested that &quot;a small business owner could create content in minutes that previously would have cost $20,000 and taken two months to produce.&quot;CraftStory is also courting creative agencies that produce video content for corporate clients, with the value proposition centered on cost and speed: agencies can record an actor on camera and transform that footage into a finished AI video, rather than managing expensive multi-day shoots.The next major development on CraftStory&#x27;s roadmap is a text-to-video model that would allow users to generate long-form content directly from scripts. The team is also developing support for moving-camera scenarios, including the popular &quot;walk-and-talk&quot; format common in high-end advertising.<h3>Where CraftStory fits in a fragmented competitive landscape</h3>CraftStory enters a crowded and rapidly evolving market. OpenAI&#x27;s <a href="https://openai.com/index/sora-2/">Sora 2</a>, while not yet publicly available, has generated significant buzz. Google&#x27;s <a href="https://deepmind.google/models/veo/">Veo models</a> are advancing quickly. <a href="https://runwayml.com/">Runway</a>, <a href="https://pika.art/login">Pika</a>, and <a href="https://stability.ai/">Stability AI </a>all offer video generation tools with different capabilities.Erukhimov acknowledged the competitive pressure but emphasized that CraftStory serves a distinct niche focused on human-centric videos. He positioned rapid innovation and market capture as the company&#x27;s primary strategy rather than relying on technical moats.Filev sees the market fragmenting into distinct layers, with large tech companies serving as &quot;API providers of powerful, general-purpose generation models&quot; while specialized players like CraftStory focus on specific use cases. &quot;If the big players are building the engines, CraftStory is building the production studio and assembly line on top,&quot; he said.Model 2.0 is available now at app.craftstory.com/model-2.0, with the company offering early access to users and enterprises interested in testing the technology. Whether a lightly-funded startup can capture meaningful market share against deep-pocketed incumbents remains uncertain, but Erukhimov is characteristically confident about the opportunity ahead.&quot;AI-generated video will soon become the primary way companies communicate their stories,&quot; he said.

أطلقت CraftStory، وهي شركة ناشئة جديدة في مجال الذكاء الاصطناعي أسسها مبتكرو OpenCV، نظامًا لتوليد الفيديو قادرًا على إنتاج مقاطع فيديو واقعية تركز على الإنسان تصل مدتها إلى خمس دقائق. تتجاوز هذه التكنولوجيا بشكل كبير قدرات المنافسين مثل Sora من OpenAI وVeo من Google، الذين لديهم حدود زمنية أقصر. حصلت الشركة الناشئة على تمويل بقيمة مليوني دولار لدعم نهجها المبتكر في صناعة الفيديو بالذكاء الاصطناعي.

CraftStory, una nueva startup de IA fundada por los creadores de OpenCV, ha lanzado un sistema de generación de video capaz de producir videos realistas centrados en humanos de hasta cinco minutos de duración. Esta tecnología supera significativamente a competidores como Sora de OpenAI y Veo de Google, que tienen límites de duración más cortos. La startup ha asegurado 2 millones de dólares en financiamiento para apoyar su enfoque innovador en la industria de video de IA.

CraftStory, une nouvelle startup d'IA fondée par les créateurs d'OpenCV, a lancé un système de génération vidéo capable de produire des vidéos réalistes centrées sur l'humain d'une durée allant jusqu'à cinq minutes. Cette technologie surpasse considérablement les concurrents tels que Sora d'OpenAI et Veo de Google, qui ont des limites de durée plus courtes. La startup a sécurisé 2 millions de dollars de financement pour soutenir son approche innovante de l'industrie vidéo IA.

CraftStory, a new AI startup founded by the creators of OpenCV, has launched a video generation system capable of producing realistic human-centric videos up to five minutes long. This technology significantly outpaces competitors like OpenAI's Sora and Google's Veo, which have shorter duration limits. The startup has secured $2 million in funding to support its innovative approach to the AI video industry.

OpenCV founders launch AI video startup to take on OpenAI and Google

<a href="https://petapixel.com/2025/11/19/remote-cameras-may-have-captured-first-recorded-tool-use-by-a-wild-wolf/"><img width="1600" height="840" src="https://petapixel.com/assets/uploads/2025/11/wolve-tool-use.jpg" class="attachment-card-large size-card-large wp-post-image" alt="A wolf stands at the edge of a rocky shoreline, holding an orange and white fishing bobber in its mouth. A fishing net and additional gear are lying on the ground nearby. Rippling water is in the background." decoding="async" fetchpriority="high" /></a>Remote cameras have captured footage of wild wolves pulling crab traps out of the sea by their lines to eat the bait inside -- in the first evidence of possible tool use by the canines.
[<a href="https://petapixel.com/2025/11/19/remote-cameras-may-have-captured-first-recorded-tool-use-by-a-wild-wolf/">Read More</a>]

التقطت الكاميرات عن بُعد لقطات لذئاب برية تستخدم تقنية تتضمن سحب فخاخ السلطعون من البحر للوصول إلى الطعم داخلها. وهذا يمثل أول دليل موثق على استخدام محتمل للأدوات من قبل هذه الكلاب.

Cámaras remotas han grabado a lobos salvajes utilizando una técnica que consiste en sacar trampas de cangrejos del mar para acceder al cebo en su interior. Esto marca la primera evidencia documentada de un posible uso de herramientas por parte de estos caninos.

Des caméras à distance ont enregistré des loups sauvages utilisant une technique qui consiste à tirer des pièges à crabes de la mer pour accéder à l'appât à l'intérieur. Cela marque la première preuve documentée d'un potentiel usage d'outils par ces canidés.

Remote cameras have recorded wild wolves using a technique that involves pulling crab traps from the sea to access the bait inside. This marks the first documented evidence of potential tool use by these canines.

Remote Cameras May Have Captured First Recorded Tool Use by a Wild Wolf

The AI startup Firebird Inc. has received US government approval to export Nvidia Corp. chips to Armenia for a supercomputer project in the country, part of a global push to expand artificial intelligence infrastructure.

حصلت شركة Firebird Inc. الناشئة في مجال الذكاء الاصطناعي على موافقة الحكومة الأمريكية لتصدير شرائح Nvidia Corp. إلى أرمينيا، مما يسهل إنشاء مشروع حاسوب فائق في البلاد. تأتي هذه المبادرة كجزء من جهد عالمي أوسع لتعزيز بنية الذكاء الاصطناعي التحتية.

La startup de IA Firebird Inc. ha recibido la aprobación del gobierno de EE. UU. para exportar chips de Nvidia Corp. a Armenia, facilitando el establecimiento de un proyecto de supercomputadora en el país. Esta iniciativa forma parte de un esfuerzo global más amplio para mejorar la infraestructura de inteligencia artificial.

La startup d'IA Firebird Inc. a obtenu l'approbation du gouvernement américain pour exporter des puces de Nvidia Corp. en Arménie, facilitant ainsi l'établissement d'un projet de superordinateur dans le pays. Cette initiative s'inscrit dans un effort mondial plus large pour améliorer l'infrastructure de l'intelligence artificielle.

AI startup Firebird Inc. has obtained approval from the US government to export Nvidia Corp. chips to Armenia, facilitating the establishment of a supercomputer project in the country. This initiative is part of a broader global effort to enhance artificial intelligence infrastructure.

AI Startup Firebird Gets US Approval to Use Nvidia Chips in Armenian Data Center

Gesture of goodwill temporarily cools EU–China dispute that rattled global car supply chains.
The post <a href="https://www.techrepublic.com/article/news-netherlands-nexperia-chipmaker-control/">Netherlands Pauses Move to Seize Chinese-Owned Chipmaker Nexperia</a> appeared first on <a href="https://www.techrepublic.com">TechRepublic</a>.

أوقفت هولندا مؤقتًا جهودها للاستيلاء على شركة Nexperia لصناعة الرقائق المملوكة للصين، وهو إجراء يُعتبر بمثابة لفتة حسن نية تهدف إلى تهدئة التوترات في النزاع القائم بين الاتحاد الأوروبي والصين. تأتي هذه الخطوة وسط مخاوف بشأن تأثيرها على سلاسل الإمداد العالمية التي تأثرت بالفعل بنقص أشباه الموصلات.

Los Países Bajos han detenido temporalmente sus esfuerzos por apoderarse del fabricante de chips Nexperia, de propiedad china, un gesto que se considera como una buena voluntad para aliviar las tensiones en la disputa entre la UE y China. Esta decisión se produce en medio de preocupaciones sobre el impacto en las cadenas de suministro globales, que ya se han visto afectadas por la escasez de semiconductores.

Les Pays-Bas ont temporairement suspendu leurs efforts pour saisir le fabricant de puces Nexperia, détenu par des Chinois, un geste perçu comme une volonté d'apaiser les tensions dans le conflit en cours entre l'UE et la Chine. Cette décision intervient dans un contexte d'inquiétudes concernant l'impact sur les chaînes d'approvisionnement mondiales, déjà affectées par des pénuries de semi-conducteurs.

The Netherlands has temporarily halted its efforts to seize control of the Chinese-owned chipmaker Nexperia, a move seen as a gesture of goodwill aimed at easing tensions in the ongoing EU-China dispute. This decision comes amid concerns over the impact on global car supply chains, which have been affected by semiconductor shortages.

Netherlands Pauses Move to Seize Chinese-Owned Chipmaker Nexperia

استقال لاري سامرز من مجلس إدارة OpenAI، كما أفاد نيويورك تايمز. تأتي استقالته بعد التدقيق في اتصالاته السابقة مع المدان بجريمة الاعتداء الجنسي جيفري إبستين. تمثل هذه الخطوة انسحابًا كبيرًا لسامرز من الأدوار العامة وسط انتقادات متزايدة.

Larry Summers ha renunciado a la junta de OpenAI, según informa The New York Times. Su renuncia se produce tras el escrutinio sobre sus comunicaciones pasadas con el delincuente sexual condenado Jeffrey Epstein. Esta decisión marca un paso significativo en el retiro de Summers de los roles públicos en medio de una creciente crítica.

Larry Summers a démissionné du conseil d'administration d'OpenAI, selon le New York Times. Sa démission fait suite à un examen minutieux de ses communications passées avec le délinquant sexuel condamné Jeffrey Epstein. Cette décision marque un retrait significatif de Summers de ses rôles publics face à une critique croissante.

Larry Summers has resigned from the board of OpenAI, as reported by The New York Times. His resignation follows scrutiny over his past communications with convicted sex offender Jeffrey Epstein. This decision marks a significant step in Summers' withdrawal from public roles amid growing criticism.

Larry Summers Resigns From OpenAI’s Board

<h1>
 
 
 Sector HQ Weekly Digest - November 17, 2025
</h1>

Who's shipping vs who's just talking? Here's this week's AI industry intelligence.

<h2>
 
 
 🏆 Top 10 Companies
</h2>

<ol>
<li>
OpenAI - Score: 442385.7 | 343 events this week</li>
<li>
Anthropic - Score: 266113.1 | 51 events this week</li>
<li>
Amazon - Score: 135242.8 | 22 events this week</li>
<li>
Nvidia - Score: 128360.7 | 161 events this week</li>
<li>
Google - Score: 111135.8 | 125 events this week</li>
<li>
Microsoft - Score: 95559.7 | 99 events this week</li>
<li>
Meta - Score: 78015.6 | 61 events this week</li>
<li>
Apple - Score: 64936.3 | 94 events this week</li>
<li>
Tesla - Score: 41242.1 | 12 events this week</li>
<li>
AMD - Score: 40235.9 | 43 events this week</li>
</ol>

<h2>
 
 
 📈 Biggest Movers
</h2>

<ul>
<li>↑ Sony jumped 277 positions to #58</li>
<li>↑ Stability AI jumped 183 positions to #78</li>
<li>↑ Bytedance jumped 143 positions to #68</li>
<li>↑ Scale AI jumped 122 positions to #66</li>
<li>↑ Palantir jumped 107 positions to #17</li>
</ul>

<h2>
 
 
 🚨 Hype Gap Alerts
</h2>

No high hype alerts this week

<h2>
 
 
 📊 Key Insights
</h2>

<ul>
<li>Total companies tracked: 100</li>
<li>Total events this week: 1317</li>
<li>Average activity per company: 13.2 events</li>
</ul>

<h2>
 
 
 💡 What This Means
</h2>

The AI industry continues to evolve rapidly. Companies that ship consistently rise in our rankings, while those focused on hype alone get flagged by our Hype Gap detector.

Methodology: Our leaderboard tracks real product releases, funding events, partnerships, and market traction - not just PR and social media buzz.




Want real-time updates? Check out the live leaderboard at <a href="https://sectorhq.co" rel="noopener noreferrer">sectorhq.co</a>

Track specific companies and get instant alerts when they move in the rankings.

<h2>
 
 
 Tags
</h2>

<h1>
 
 
 AI #ArtificialIntelligence #MachineLearning #TechIndustry #Startups #AILeaderboard
</h1>

تسليط الضوء على أحدث التطورات في صناعة الذكاء الاصطناعي في نشرة قطاع HQ الأسبوعية بتاريخ 17 نوفمبر 2025، مع التركيز على أداء الشركات الرائدة. تتصدر OpenAI القائمة برصيد 442385.7 و343 حدثًا، تليها Anthropic وAmazon. كما يشير التقرير إلى تحركات كبيرة، حيث قفزت Sony 277 مركزًا في الترتيب، مما يعكس الطبيعة الديناميكية للقطاع.

El Digest semanal de Sector HQ del 17 de noviembre de 2025 destaca los últimos desarrollos en la industria de la IA, centrándose en el rendimiento de las principales empresas. OpenAI lidera con una puntuación de 442385.7 y 343 eventos, seguido de Anthropic y Amazon. El informe también señala movimientos significativos, con Sony saltando 277 posiciones en el ranking, reflejando la naturaleza dinámica del sector de la IA.

Le Digest hebdomadaire du Secteur HQ du 17 novembre 2025 met en lumière les derniers développements de l'industrie de l'IA, en se concentrant sur la performance des principales entreprises. OpenAI est en tête avec un score de 442385,7 et 343 événements, suivi d'Anthropic et d'Amazon. Le rapport note également des mouvements significatifs, Sony ayant grimpé de 277 positions dans le classement, reflétant la nature dynamique du secteur de l'IA.

The Sector HQ Weekly Digest for November 17, 2025, highlights the latest developments in the AI industry, focusing on the performance of top companies. OpenAI leads with a score of 442385.7 and 343 events, followed by Anthropic and Amazon. The report also notes significant movements, with Sony jumping 277 positions in the rankings, reflecting the dynamic nature of the AI sector.

Sector HQ Weekly Digest - November 17, 2025

<A HREF="https://www.bloomberg.com/news/articles/2025-11-16/us-sanctions-propel-chinese-ai-prodigy-to-23-billion-fortune"><IMG VSPACE="4" HSPACE="4" BORDER="0" ALIGN="RIGHT" SRC="http://www.techmeme.com/251117/i2.jpg"></A>
<A HREF="http://www.techmeme.com/251117/p2#a251117p2" TITLE="Techmeme permalink"><IMG WIDTH=11 HEIGHT=12 SRC="http://www.techmeme.com/img/pml.png" STYLE="border:none;padding:0;margin:0;"></A> <A HREF="https://www.bloomberg.com/">Bloomberg</A>: 
<A HREF="https://www.bloomberg.com/news/articles/2025-11-16/us-sanctions-propel-chinese-ai-prodigy-to-23-billion-fortune">Chinese chipmaker Cambricon's revenue surged 500%+ in the past year and its stock jumped 765%+ in two years, as China pushes local chips amid US sanctions</A>&nbsp; &mdash;&nbsp; In 2019, Chen Tianshi was a long way from becoming one of the wealthiest people on the planet.&nbsp; &mdash;&nbsp; The largest customer &hellip;

أبلغت شركة كامبريكون الصينية لصناعة الرقائق عن زيادة مذهلة في إيراداتها بأكثر من 500% خلال العام الماضي، بالإضافة إلى ارتفاع سعر سهمها بأكثر من 765% على مدى عامين. تُعزى هذه الزيادة إلى دفع الصين لإنتاج الرقائق المحلية استجابةً للعقوبات الأمريكية. وضعت الصعود السريع للشركة مؤسسها، تشين تيانشي، بين أغنى الأشخاص في العالم، مما يعكس تحولًا كبيرًا في صناعة أشباه الموصلات وسط التوترات الجيوسياسية.

El fabricante de chips chino Cambricon ha reportado un aumento asombroso en sus ingresos de más del 500% en el último año, junto con un aumento en el precio de sus acciones de más del 765% en dos años. Este crecimiento se atribuye al impulso de China por la producción local de chips en respuesta a las sanciones de EE. UU. La rápida ascensión de la compañía ha posicionado a su fundador, Chen Tianshi, entre las personas más ricas del mundo, reflejando un cambio significativo en la industria de semiconductores en medio de tensiones geopolíticas.

Le fabricant de puces chinois Cambricon a enregistré une augmentation de chiffre d'affaires de plus de 500 % au cours de l'année écoulée, avec une hausse de son action de plus de 765 % en deux ans. Cette croissance est attribuée à l'initiative de la Chine de promouvoir la production locale de puces en réponse aux sanctions américaines. L'ascension rapide de l'entreprise a permis à son fondateur, Chen Tianshi, de figurer parmi les personnes les plus riches au monde, reflétant un changement significatif dans l'industrie des semi-conducteurs au milieu des tensions géopolitiques.

Chinese chipmaker Cambricon has reported a staggering revenue increase of over 500% in the past year, alongside a stock price surge of more than 765% over two years. This growth is attributed to China's push for local chip production in response to US sanctions. The company's rapid ascent has positioned its founder, Chen Tianshi, among the wealthiest individuals globally, reflecting a significant shift in the semiconductor industry amid geopolitical tensions.

Chinese chipmaker Cambricon's revenue surged 500%+ in the past year and its stock jumped 765%+ in two years, as China pushes local chips amid US sanctions (Bloomberg)

arXiv:2511.10909v1 Announce Type: cross 
Abstract: The rapidly growing computation demands of deep neural networks (DNNs) have driven hardware vendors to integrate matrix multiplication accelerators (MMAs), such as NVIDIA Tensor Cores and AMD Matrix Cores, into modern GPUs. However, due to distinct and undocumented arithmetic specifications for floating-point matrix multiplication, some MMAs can lead to numerical imprecision and inconsistency that can compromise the stability and reproducibility of DNN training and inference.
  This paper presents MMA-Sim, the first bit-accurate reference model that reveals the detailed arithmetic behaviors of the MMAs from ten GPU architectures (eight from NVIDIA and two from AMD). By dissecting the MMAs using a combination of targeted and randomized tests, our methodology derives nine arithmetic algorithms to simulate the floating-point matrix multiplication of the MMAs. Large-scale validation confirms bitwise equivalence between MMA-Sim and the real hardware. Using MMA-Sim, we investigate arithmetic behaviors that affect DNN training stability, and identify undocumented behaviors that could lead to significant errors.

تقدم الورقة نموذج MMA-Sim، وهو نموذج مرجعي دقيق بت-bit يقوم بتحليل السلوكيات الحسابية لمسرعات ضرب المصفوفات (MMAs) المستخدمة في وحدات معالجة الرسوميات الحديثة، وخاصة نوى Tensor من NVIDIA ونوى Matrix من AMD. مع تزايد الطلبات الحسابية على الشبكات العصبية العميقة (DNNs)، يمكن أن تؤدي المواصفات الحسابية المتميزة لهذه المسرعات إلى عدم دقة عددية تؤثر على استقرار تدريب DNN واستنتاجه. يكشف MMA-Sim عن خوارزميات حسابية مفصلة ويؤكد على التكافؤ بت-bit مع الأجهزة الحقيقية من خلال التحقق الواسع.

El artículo presenta MMA-Sim, un modelo de referencia bit-preciso que analiza los comportamientos aritméticos de los aceleradores de multiplicación de matrices (MMA) utilizados en las GPU modernas, específicamente los Tensor Cores de NVIDIA y los Matrix Cores de AMD. Con el aumento de las demandas computacionales de las redes neuronales profundas (DNN), las especificaciones aritméticas distintas de estos MMA pueden llevar a imprecisiones numéricas que afectan la estabilidad del entrenamiento y la inferencia de las DNN. MMA-Sim revela algoritmos aritméticos detallados y confirma la equivalencia…

Cet article présente MMA-Sim, un modèle de référence bit-précis qui analyse les comportements arithmétiques des accéléra­teurs de multiplication matricielle (MMA) utilisés dans les GPU modernes, en particulier les Tensor Cores de NVIDIA et les Matrix Cores d'AMD. Avec l'augmentation des demandes de calcul des réseaux de neurones profonds (DNN), les spécifications arithmétiques distinctes de ces MMA peuvent entraîner une imprécision numérique, affectant la stabilité de l'entraînement et de l'inférence des DNN. MMA-Sim révèle des algorithmes arithmétiques détaillés et confirme l'équivalence bit-…

The paper presents MMA-Sim, a bit-accurate reference model that analyzes the arithmetic behaviors of matrix multiplication accelerators (MMAs) used in modern GPUs, specifically NVIDIA Tensor Cores and AMD Matrix Cores. With the increasing computational demands of deep neural networks (DNNs), the distinct arithmetic specifications of these MMAs can lead to numerical imprecision, affecting DNN training and inference stability. MMA-Sim reveals detailed arithmetic algorithms and confirms bitwise equivalence with real hardware through extensive validation.

Nvidia AI chip ban: Can tech giants navigate a geopolitical zero-sum game?

Was this article worth reading? Share it