Friday, May 30, 2025

Sources say Alibaba, Tencent, Baidu, and other Chinese companies are testing domestic alternatives as they deal with a dwindling stockpile of Nvidia processors (Financial Times)

Financial Times:
Sources say Alibaba, Tencent, Baidu, and other Chinese companies are testing domestic alternatives as they deal with a dwindling stockpile of Nvidia processors  —  Tougher US export restrictions on advanced chips give added urgency to testing of domestic alternatives



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...