Tech
tech
Jon Keegan

Report: Huawei was slated to deliver the “full Chinese stack” for Malaysia’s sovereign AI

In the global race for AI, your “tech stack” really matters.

The “stack” refers to the different layers of technology that make up modern AI infrastructure.

To build your stack, you need to carefully choose each layer:

  • The data center (and its location);

  • The servers in the data centers;

  • The chips in the servers;

  • And the AI model and software tying it all together.

If you are a country seeking to build your own “sovereign AI” to reduce your dependence on other countries, you might want to source each layer of your AI stack domestically, or close to home.

Bloomberg is reporting that Malaysia chose not to use the industry favorite Nvidia GPUs, but rather announced that it had selected China’s Huawei’s Ascend GPU-powered servers for the country’s Strategic Artificial Intelligence system, along with a version of the Chinese DeepSeek LLM.

This so-called “full Chinese stack” is something that the Trump administration and some tech leaders calling for the removal of US AI chip export controls have long feared.

David Sacks, the venture capitalist turned AI adviser to the Trump administration, tweeted:

“As I’ve been warning, the full Chinese stack is here. We rescinded the Biden Diffusion Rule just in time. The American AI stack needs to be unleashed to compete.”

After the White House got wind of the announcement, Bloomberg reports that Malaysia retracted the announcement, and Huawei denied any chip sales to Malaysia.

Malaysia Downplays Huawei Deal As US Aims To Curb China AI Power

Malaysia Downplays Huawei Deal As US Aims To Curb China AI Power

  • The data center (and its location);

  • The servers in the data centers;

  • The chips in the servers;

  • And the AI model and software tying it all together.

If you are a country seeking to build your own “sovereign AI” to reduce your dependence on other countries, you might want to source each layer of your AI stack domestically, or close to home.

Bloomberg is reporting that Malaysia chose not to use the industry favorite Nvidia GPUs, but rather announced that it had selected China’s Huawei’s Ascend GPU-powered servers for the country’s Strategic Artificial Intelligence system, along with a version of the Chinese DeepSeek LLM.

This so-called “full Chinese stack” is something that the Trump administration and some tech leaders calling for the removal of US AI chip export controls have long feared.

David Sacks, the venture capitalist turned AI adviser to the Trump administration, tweeted:

“As I’ve been warning, the full Chinese stack is here. We rescinded the Biden Diffusion Rule just in time. The American AI stack needs to be unleashed to compete.”

After the White House got wind of the announcement, Bloomberg reports that Malaysia retracted the announcement, and Huawei denied any chip sales to Malaysia.

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Jon Keegan

Report: OpenAI in early talks for new fundraising round with $750 billion valuation

Just yesterday, we were reading about how Amazon was in talks to invest as much as $10 billion in OpenAI, with an eye-popping valuation of more than $500 billion. But those numbers might already be old.

A new report by The Information says that OpenAI is in early talks to raise as much as $100 billion, with a $750 billion valuation.

The company is reportedly estimating its fast-growing revenue will hit $100 billion by 2028, but it also expects to burn $115 billion in cash through 2029.

OpenAI Has Discussed Raising Tens of Billions at Valuation Around $750 Billion

OpenAI Has Discussed Raising Tens of Billions at Valuation Around $750 Billion

The company is reportedly estimating its fast-growing revenue will hit $100 billion by 2028, but it also expects to burn $115 billion in cash through 2029.

GOP Lawmakers In D.C. Poised To Vote On Waivers That Allow California To Set Own Emissions Standards

US electric vehicle sales are expected to slide nearly 40% in Q4

This is weirdly good news for Tesla.

Rani Molla3h
tech
Rani Molla

Trump Media surges after announcing it is merging with fusion energy company TAE Technologies

Perhaps a strong late candidate for weirdest merger of the year, Trump Media — owner of Truth Social — is combining with fusion energy company TAE Technologies in a $6 billion all-stock deal.

As part of the deal, Trump Media will provide up to $200 million of cash to TAE at signing, with an additional $100 million available once the initial filing of the Form-S4 is completed (form for registering new securities).

The deal will create “one of the world’s first publicly traded fusion companies,” per the press release revealing the combination, which also states:

“In 2026, the combined company plans to site and begin construction on the world’s first utility-scale fusion power plant (50 MWe), subject to required approvals. Additional fusion power plants are planned and expected to be 350 – 500 MWe.”

The announcement sent Trump Media shares up as much as 30% in premarket trading on Thursday, though it’s since shed some of that bump, holding above a 20% gain as of 7:30 a.m. ET.

Republican Presidential Nominee Former President Trump Holds Rally In Butler, Pennsylvania

Tesla investors don’t want Elon Musk involved in politics

The Tesla CEO is spending big on the GOP in midterm elections.

Rani Molla12/17/25
tech
Jon Keegan

Report: China’s “Manhattan Project” built an advanced EUV chip fab prototype

The most advanced chipmaking process in the world is currently owned by one company: Dutch chipmaker ASML.

The process, known as extreme ultraviolet lithography (EUV), allows for the smallest, most complex semiconductors to be etched onto silicon chips.

These advanced chips are used in a huge number of crucial industries such as AI, mobile phones, and weapons manufacturing.

A new report from Reuters says that China has completed a factory-sized prototype of an EUV chip fab, a first that could have huge ramifications for the balance of power in the global technology race.

The prototype was built in a high-security facility in Shenzhen by former ASML employees and made use of secondary markets to acquire older, used ASML parts, according to the report. Despite a goal of delivering working chips by 2028, sources say China is likely a couple years behind that schedule.

ASML’s $250 million EUV machines are used to manufacture advanced chips for Nvidia, Advanced Micro Devices, and for chips made by TSMC.

ASML shares were down about 4.8% as of 12 p.m. ET.

Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips

Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips

These advanced chips are used in a huge number of crucial industries such as AI, mobile phones, and weapons manufacturing.

A new report from Reuters says that China has completed a factory-sized prototype of an EUV chip fab, a first that could have huge ramifications for the balance of power in the global technology race.

The prototype was built in a high-security facility in Shenzhen by former ASML employees and made use of secondary markets to acquire older, used ASML parts, according to the report. Despite a goal of delivering working chips by 2028, sources say China is likely a couple years behind that schedule.

ASML’s $250 million EUV machines are used to manufacture advanced chips for Nvidia, Advanced Micro Devices, and for chips made by TSMC.

ASML shares were down about 4.8% as of 12 p.m. ET.

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