Cloud Industry

($) Oracle Cloud: the Largest "Chinese Cloud" in America?

Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?

Jun 16 •

($) Two Charts That Matter in Mary Meeker’s AI Deck

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Jun 2 •

The Middle East Swings to American AI

With two important, long-term implications

May 18 •

($) Huawei's Global AI Ambition: The Core Depends on The Soul

A version of this essay was first written a few weeks ago as a contribution to a closed-door workshop hosted by a leading DC think tank on Huawei’s…

Apr 22 •

CoreWeave vs Nebius

Training Machine vs In-Production Inference

Mar 25 •

and

($) Alibaba Cloud: No Longer Ignored

How Should We Think About Asia’s Biggest Cloud Now

Feb 25 •

Was Zuck Right about Chinese AI Models?

Model censorship happens in the cloud

Jan 13 •

($) Why is China Investigating Nvidia: Blackwell

And another chip on the negotiation table of a grand bargain

Dec 17, 2024 •

($) The US-China AI Gap Widens in 2026

Nvidia Blackwell moves the "chip war" to the "cloud war"

Oct 14, 2024 •

($) OpenAI Bans China

This API ban signals a phase shift from “chip war” to “cloud war”

Jul 3, 2024 •

Software Is Not Dead

But AI is killing “land and expand”

Jun 14, 2024 •

($) China Cloud Price War

And what it could mean for the global AI market

May 30, 2024 •

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