AMD estimates AI accelerator market at $1.4 trillion by 2030, compares to whole semiconductor industry

AMD CEO Lisa Su stated that by 2030, the AI accelerator market will reach $1.4 trillion, equaling the current size of the entire semiconductor industry. She also expects the server processor market to grow from $25 billion to over $200 billion in four years.

Jensen Huang praised Chinese open-source AI models; regulator deepens crackdown on 'internal competition'

NVIDIA CEO Jensen Huang praised Chinese open-source AI models, saying they are 'very good' and benefit the entire industry. In China, the market regulator announced a deepening crackdown on 'internal competition,' while Beijing adopted measures to stimulate the token economy with support in the form of computing vouchers (subsidies).

NVIDIA