Alibaba: Will invest US$52.522 billion in the next three years to build cloud and AI hardware infrastructure.
Industry source: NVIDIA latest Blackwell architecture GPU chip is in strong demand, and has occupied more than 70% of TSMC CoWoS-L advanced packaging capacity, with shipments increasing by more than 20% quarter by quarter.
Samsung Display and Intel are collaborating to develop displays for AI-enabled devices.
ByteDance reorganized its AI department and hired Google Fellow Wu Yonghui to be responsible for basic research.
TEL, Japanese chip manufacturing equipment supplier: Plans to recruit 10,000 employees within five years.
Google faces EU antitrust charges for allegedly violating the Digital Markets Act.
Goldman Sachs Securities: The low-orbit satellite market is expected to be worth $108 billion in 2035.
The Mobile World Congress (MWC) will be held in Barcelona, Spain from March 3 to 6. Except AI applications, low-orbit satellites are also a major focus. The global four major low-orbit satellite companies, SpaceX, OneWeb, Amazon, and Telesat, will all participate in MWC this year.
U.S. Commerce Secretary Howard Lutnick reportedly met with a South Korean economic delegation and invited South Korean companies to invest in US, proposing an investment benchmark of $1 billion for each company.
