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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (217185)	10/17/2025 12:18:37 AM
From: TobagoJack	Respond to of 217485

Trade show time, shop shop shop

To: Julius Wong who wrote (217185)	10/17/2025 1:39:09 AM
From: TobagoJack	Respond to of 217485

Application for rare earths allocation must be in Chinese language, because WTO never ever specified language for trade docs

To: Julius Wong who wrote (217185)	10/17/2025 11:29:36 PM
From: TobagoJack	1 Recommendation Recommended By Riskmgmt Read Replies (1) \| Respond to of 217485

clever Q: An 'oh' moment ? NVDA going down? scmp.com <<Alibaba Cloud claims to slash Nvidia GPU use by 82% with new pooling system>> scmp.com Alibaba Cloud claims to slash Nvidia GPU use by 82% with new pooling system The new Aegaeon system can serve dozens of large language models using a fraction of the GPUs previously required, potentially reshaping AI workloads 11:00am, 18 Oct 2025 Alibaba Group Holding has introduced a computing pooling solution that it said led to an 82 per cent cut in the number of Nvidia graphics processing units (GPUs) needed to serve its artificial intelligence models. The system, called Aegaeon, was beta tested in Alibaba Cloud’s model marketplace for more than three months, where it reduced the number of Nvidia H20 GPUs required to serve dozens of models of up to 72 billion parameters from 1,192 to 213, according to a research paper presented this week at the 31st Symposium on Operating Systems Principles (SOSP) in Seoul, South Korea. “Aegaeon is the first work to reveal the excessive costs associated with serving concurrent LLM workloads on the market,” the researchers from Peking University and Alibaba Cloud wrote. Alibaba Cloud is the AI and cloud services unit of Hangzhou-based Alibaba, which owns the Post. Its chief technology officer, Zhou Jingren, is one of the paper’s authors. Cloud services providers, such as Alibaba Cloud and ByteDance’s Volcano Engine, serve thousands of AI models to users concurrently, meaning that many application programming interface calls are handled at the same time. However, a small handful of models such as Alibaba’s Qwen and DeepSeek are most popular for inference, with most other models only sporadically called upon. This leads to resource inefficiency, with 17.7 per cent of GPUs allocated to serve only 1.35 per cent of requests in Alibaba Cloud’s marketplace, the researchers found. Researchers globally have sought to improve efficiency by pooling GPU power, allowing one GPU to serve multiple models, for instance. Under Aegaeon, the researchers designed a solution that performs “auto-scaling” at the token level, meaning that a GPU can switch between serving different models in the middle of generating tokens, or the basic units of data processed by AI systems. The solution allowed a single GPU to support up to seven models, compared to a maximum of two or three models under alternative systems, and slashed latency associated with switching between models by 97 per cent, the researchers said. The research showed how Chinese tech firms were optimising software to offset reliance on US chips amid tightening export controls. The research showed how Chinese tech firms were optimising software to offset reliance on US chips amid tightening export controls. In a post on Thursday, Alibaba Cloud said the solution has been implemented in its model marketplace called Bailian, which serves the company’s own Qwen models to corporate users. FURTHER READING Nvidia chief holds onto hope as China market share disappears Ant Group explores AI framework that is 10 times faster than Nvidia’s solution US Senate passes measure that limits Nvidia and AMD’s AI chip exports to China US chipmaking giant Nvidia had developed the H20 GPU, which is especially suited for model inference, specifically for the Chinese market in response to Biden-era export controls. However, the chip has since come under investigation from Chinese regulators over alleged backdoor security risks. At the same time, major Chinese chip designers, such as Huawei Technologies and Cambricon Technologies, have stepped up efforts to develop domestic GPUs in response to Beijing’s self-reliance strategy. Earlier this month, Nvidia founder and CEO Jensen Huang said the company’s position in China’s advanced chip market had dropped to “zero”.

To: Julius Wong who wrote (217185)	10/18/2025 3:12:06 AM
From: TobagoJack	Respond to of 217485

the Deputy Minister of Commerce China 'wolf-warrior' who displeased Bessent, but who actually merely advised Bessent to refrain from executing port charges on China-built ships because ... etc etc etc ... iow, Bessent could have avoided all the unpleasantness to do with such charges that may well cardiac-event coalition-of-the-willing industries in one fell swoop. Unclear why Bessent chose to ignore friendly counsel

To: Julius Wong who wrote (217185)	10/18/2025 4:04:09 AM
From: TobagoJack	Respond to of 217485

equality etc etc

To: Julius Wong who wrote (217185)	10/18/2025 7:05:55 AM
From: TobagoJack	Respond to of 217485

Teams USA, operating through Team Holland, did extractive on Team China, and shall crater auto industries of Germany, France, and Italy, all in favor of Team China Unclear whether the game is checkers, poker, chess, or Go, but much amusement en.ilsole24ore.com Automotive, Netherlands-China clash: Nexperia chips alarm in Europe The scenario of the ongoing cold war between Washington and Beijing over production and raw materials becomes more complicated. Current stocks, Acea pointed out, could be exhausted within a few weeks. Un dipendente Nexperia porta una scatola di wafer in una linea di produzione dell’azienda olandese di semiconduttori. REUTERS/Fabian Bimmer The former clash between the Netherlands and China over control of the semiconductor manufacturer Nexperia opens up a critical front for the European automotive industry. After the Dutch government took temporary control of the company on 30 September for national security reasons, Beijing reacted by blocking exports of chips produced in China. A domino effect that threatens to put manufacturers such as BMW, Volkswagen, Mercedes and Stellantis, which are heavily dependent on Nexperia components for vehicle electronic systems, in trouble. Acea, the European Automobile Manufacturers' Association, sounded the alarm: without an immediate solution, vehicle production in Europe could be disrupted, even severely. "Suppliers cannot build the necessary components without Nexperia chips," said Director General Sigrid de Vries, calling for 'a quick and pragmatic response' from the governments involved. Current stocks, Acea pointed out, could run out in a matter of weeks. The Nexperia case and the new chip war The Hague's intervention is one of the clearest signs of Europe's new approach to technological sovereignty. Founded in Nijmegen and once part of Philips, Nexperia is now 100% owned by the Chinese Wingtech group, which was placed on the US entity list at the end of 2024 that restricts access to US technologies. The Dutch decision - which also led to the removal of the Chinese CEO - was justified by the need to 'avoid the loss of strategic expertise and technology to third countries'. The United States allegedly pushed European countries to act to contain Chinese expansion in the sector. The action thrusts Nexperia into the heart of a new trade war between the world's two biggest economic powers, with Donald Trumpintensifying pressure on strategic technologies and Beijing responding by restricting exports of rare earths, crucial raw materials for semiconductors and batteries. nytimes.com The Small Company in Europe Caught in the Big Trade War Between the U.S. and China Nexperia a computer chip maker based in the Netherlands, was taken over by the Dutch government after pressure from officials in Washington. Oct. 16, 2025 The Dutch government took control of the Chinese-owned chip maker Nexperia on Sept. 30.Peter Dejong/Associated Press Late last month, Washington’s intensifying contest with Beijing for control over tech supply chains spilled over in the Netherlands. The Dutch government, under pressure from U.S. officials, took control of the Chinese-owned chip maker Nexperia. Nexperia, which has its headquarters in the Netherlands but is owned by the Chinese company Wingtech, operates a complex, globe-spanning supply chain typical of chip manufacturing. The company designs older types of chips used in cars and electronics and employs thousands of people across Europe, the United States and Asia. Its factories press thin slabs of silicon in Britain and Germany, and assemble and test chips in China, the Philippines and Malaysia. On Sept. 30, the Dutch government declared that company decisions would now be determined by its minister of economic affairs, Vincent Karremans. Hours earlier, the United States had expanded the scope of a trade blacklist that meant Nexperia would face strict controls on its operations because its owner, Wingtech, was already on the list.

To: Julius Wong who wrote (217185)	10/19/2025 5:05:50 AM
From: TobagoJack	Respond to of 217485

Notification hygiene and weaponized bureaucracy, and provenance-mapping

To: Julius Wong who wrote (217185)	10/19/2025 7:18:51 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217485

Nvda exited China caixinglobal.com U.S. Export Ban Wipes Out Nvidia’s China Market, CEO Says Micron exited China reuters.com Exclusive: Micron to exit server chips business in China after ban, sources say MFST should be soon, to be followed by GOOG, etc etc etc Also ASML, TSMC, … BA, …

To: Julius Wong who wrote (217185)	10/19/2025 7:46:19 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217485

De-titanium

To: Julius Wong who wrote (217185)	10/20/2025 1:06:57 AM
From: TobagoJack	Respond to of 217485

fuel system testing, all-good not-F-47, but J-36 whilst global auto industry association panicking, and Team China refusing to meet Dutch robbers visiting Beijing uninvited; fascinating Guessing Holland must ... well ... bend knew, admit wrong, and please for forgiveness, but also must show sincerity, gifts in hand - wondering what gifts shall would suffice