The Blackwell integration deal was announced on June 1.
Vincent Weisser#743
We just published a deep dive on why Unitree is going to dominate global robotics. Timing could not be better. (2/2) https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
Users are reacting to Pentagon accusations that firms like Alibaba, Baidu, BYD and Unitree aid China's military, with a few praising the coverage while many dismiss the claims as obvious or angrily criticize the Pentagon itself.
Nvidia may want to rethink its partnership with Unitree…
@TechCrunch Big escalation in US-China tech decoupling. No immediate sanctions but DoD contracting bans kick in soon.
Expect more supply chain pressure on EVs, AI & cloud. Markets already reacting?
@TechCrunch The Pentagon’s designation of Alibaba, Baidu, and BYD as Chinese military companies highlights the growing scrutiny on dual-use technology. It will be interesting to see how this impacts U.S.-China supply chain relations moving forward.
@TechCrunch No shit. It's a totalitarian society. Everything supports its military.
@TechCrunch The list is interesting because it spans electric vehicles, AI, cloud computing, and robotics.
Basically a preview of the industries likely to define the next decade. 🚀
@michaelsobolik Half of US industry with that new list:
@TechCrunch Awsome
@TechCrunch Like Tesla, SpaceX, Microsoft, Meta, Google and Amazon who support the Pentagon and CIA? 🤔
@TechCrunch Nice
@TechCrunch But leading AI labs support US govt, Pentagon included.. does China have a say here?
@michaelsobolik Who is going to advise Nvidia to end this insanity
@TechCrunch 五角大楼这名单像是给中概股做空投的催化剂。阿里云去年海外营收占比才11%，地缘溢价快被压到零了，接下来看PE能不能跌出安全边际当旅费。
@TechCrunch Fuck Pentagon.
@TechCrunch Crytagon
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The Blackwell integration deal was announced on June 1.
Vincent Weisser#743We just published a deep dive on why Unitree is going to dominate global robotics. Timing could not be better. (2/2) https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
