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($) Alibaba Cloud: No Longer Ignored
How Should We Think About Asia’s Biggest Cloud Now
Feb 25
•
Kevin Xu
7
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($) Alibaba Cloud: No Longer Ignored
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Was Zuck Right about Chinese AI Models?
Model censorship happens in the cloud
Jan 13
•
Kevin Xu
322
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Was Zuck Right about Chinese AI Models?
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42
($) Why is China Investigating Nvidia: Blackwell
And another chip on the negotiation table of a grand bargain
Dec 17, 2024
•
Kevin Xu
5
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($) Why is China Investigating Nvidia: Blackwell
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6
($) The US-China AI Gap Widens in 2026
Nvidia Blackwell moves the "chip war" to the "cloud war"
Oct 14, 2024
•
Kevin Xu
5
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($) The US-China AI Gap Widens in 2026
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($) OpenAI Bans China
This API ban signals a phase shift from “chip war” to “cloud war”
Jul 3, 2024
•
Kevin Xu
4
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($) OpenAI Bans China
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3
Software Is Not Dead
But AI is killing “land and expand”
Jun 14, 2024
•
Kevin Xu
12
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Software Is Not Dead
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($) China Cloud Price War
And what it could mean for the global AI market
May 30, 2024
•
Kevin Xu
8
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($) China Cloud Price War
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1
Huawei Cloud and “AI in the Box”
Is on-prem cool again?
May 23, 2024
•
Kevin Xu
8
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Huawei Cloud and “AI in the Box”
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($) Greg Abel Will Power AI
MidAmerican Energy, Iowa, and AI are intimately intertwined
May 9, 2024
•
Kevin Xu
4
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($) Greg Abel Will Power AI
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1
When the Houthis Found “the Cloud"
More than 20 countries are, in one way or another, involved in the four damaged undersea cables.
Mar 13, 2024
•
Kevin Xu
15
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When the Houthis Found “the Cloud"
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2
($) re:Inventing AWS: Keynote Digs and Narratives
The tips of Selipsky’s spear is aiming squarely at Microsoft and OpenAI.
Nov 29, 2023
•
Kevin Xu
7
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($) re:Inventing AWS: Keynote Digs and Narratives
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Alibaba's Reorg Hot Mess
“1+6+n” is now “1+5+(n-1)”.
Nov 17, 2023
•
Kevin Xu
17
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Alibaba's Reorg Hot Mess
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