Tech Meme

Debby Wu / Bloomberg: TechInsights: ChangXin Memory Technologies’ DDR5 RAM required advanced manufacturing techniques that haven’t previously been seen on the Chinese market  —  – CXMT’s technology surpasses threshold set by US government  — Chinese peer YMTC has also improved its NAND memory technology Lees verder op Tech Meme

Samuel Stolton / Bloomberg: EU appeals hearing: Google accuses the EC of making “grave errors” in its Android investigation that led to a record €4.3B fine; EU lawyers defended the case  —  – EU’s top court weighs in on bloc’s biggest ever antitrust fine  — Lower-tier court earlier cut fine down to €4.1 billion Lees verder op Tech Meme

Samuel Stolton / Bloomberg: EU appeals hearing: Google accuses the EC of making “grave errors” in its Android investigation that led to a record €4.3B fine; EU lawyers defended the case  —  – EU’s top court weighs in on bloc’s biggest ever antitrust fine  — Lower-tier court earlier cut fine down to €4.1 billion Lees verder op Tech Meme

Christina Kyriasoglou / Bloomberg: SAP reports Q4 cloud revenue up 27% YoY to €4.71B, above €4.68B est., driven by AI demand, names a suite of new executives, and plans to simplify its strategy  —  – Cloud revenue grew 27% last quarter from a year earlier  — The company named new marketing, technology leadership Lees verder op Tech Meme

Bloomberg: When asked if Microsoft is in discussions to purchase TikTok, Donald Trump told reporters “I would say yes”; Microsoft declined to comment  —  “I would say yes,” Trump told reporters aboard Air Force One when asked if Microsoft is in discussions to purchase the app.  “A lot of interest in TikTok. Lees verder op Tech Meme

Bloomberg: DeepSeek highlights some of China’s key advantages: a deep pool of skilled software engineers, a vast domestic market, and government support via subsidies  —  The success of DeepSeek’s new AI model points to how China might eventually achieve an even bigger technological breakthrough … Lees verder op Tech Meme

Kevin Roose / New York Times: DeepSeek challenges the “bigger is better” narrative underpinning the AI arms race in recent years and suggests we may see more investment into smaller startups  —  A new A.I. model, released by a scrappy Chinese upstart, has rocked Silicon Valley and upended several fundamental assumptions about A.I. progress. Lees verder op Tech Meme

Financial Times: SemiAnalysis: DeepSeek has spent “well over $500M on GPUs over the history of the company”; TechInsights says it doesn’t see DeepSeek as “a big hit to Nvidia”  —  Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday Lees verder op Tech Meme

Samuel Stolton / Bloomberg: EU appeals hearing: Google accuses the EC of making “grave errors” in its Android investigation that led to a record €4.3B fine; EU lawyers defended the case  —  – EU’s top court weighs in on bloc’s biggest ever antitrust fine  — Lower-tier court earlier cut fine down to €4.1 billion Lees verder op Tech Meme

Christina Kyriasoglou / Bloomberg: SAP reports Q4 cloud revenue up 27% YoY to €4.71B, above €4.68B est., driven by AI demand, names a suite of new executives, and plans to simplify its strategy  —  – Cloud revenue grew 27% last quarter from a year earlier  — The company named new marketing, technology leadership Lees verder op Tech Meme