bullish
Tech Supply Chain Tracker (07-Feb-2025): Chinese cloud giants support DeepSeek as AI revolutionizes cloud.
SUMMARY
- Top Chinese cloud platforms are supporting DeepSeek as AI changes the landscape of cloud intelligence.
- Meta and Google are pushing forward with smart glasses development, overcoming obstacles in the Asian supply chain.
- SiPh progress is exceeding TSMC's expectations, heating up the optical communication CPO market earlier than anticipated.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
x