Interesting that neither meta nor xai chose to do open source given that they are both clearly behind Google, OpenAI and anthropic - and a serious us open source offering would give them a clear foothold.
For boring applications - do people prefer the copy paste approach of shadcn instead of a traditional ui library like mantine?
The copy paste approach may be easily modifiable but creates new problems - ie now there is an upgrade ai agent for something that should just be ticking up a version number.
(This sounds like a clumsy way of catching the Chinese that easily can be side-stepped.)
Claude Code has more or less full access to the client computer. The server (that hosts the actual AI) can just go: execute this payload and tell me the result - otherwise I won't answer any further questions or re-route you to a stupider model.
The payload could check for Chinese time-zones, scan for copies of the little red book on the local hard-drive, or ping truth.social to see it was behind the great firewall.
It is interesting how much people doubt Huawei’s capabilities in this area - Jensen does not (in the dp interview) - of course you can dismiss this as him talking his own book.
The bad ass “resume” of the founder - sounds like the Chinese guy from the Silicon Valley tv show (who ends up ruling the world from somewhere in the jungle):
Wang Xing (Chinese: 王兴; born 18 February 1979) is a Chinese businessman, who co-founded Meituan and has been serving as chief executive officer of Meituan since January 2010. He previously served as chief executive officer of Fanfou from 2007 to 2010.
You could also do a computing pr dollar graph - which would be a similar sharp decline over the past decades - however it won’t show anything like the memory price spike of the past few years.
[Shanghai, China, May 25, 2026] Today, at the 2026 IEEE International Symposium on Circuits and Systems (ISCAS), He Tingbo from HUAWEI delivered a keynote speech titled "New Semiconductor Path in Practice". In her speech, she presented the Tau (τ) Scaling Law, a new principle for guiding the future development of the semiconductor industry. This law proposes replacing geometric scaling with time (τ) scaling as a new guiding principle for the evolution of both semiconductors and electronic systems. Based on this principle, innovative technologies such as LogicFolding can be used to continuously compress signal propagation delay and steadily improve transistor density, which will drive the ongoing evolution of semiconductors and electronic systems.
The latest from Huawei (which is probably the company to watch here) is an idea called "logic folding" which will squeeze more juice out of DUVL by 3D-stacking logic chips.
So far they have announced road maps and benchmarks for their upcoming products using this. A new Kirin-series phone/laptop chip and an Ascend AI accelerator - stated performance comparable to leading US products made with EUVL.