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AI & Enterprise

China\'s big tech accelerates move away from Nvidia even as H200 availability floated

China\'s big tech companies said they will step up production and adoption of their own AI chips this year, accelerating localisation of key AI infrastructure parts even as a possible return by Nvidia to China is being discussed. Tencent and Alibaba outlined plans to expand use of China-designed semiconductors and in-house chips. Reuters reported U.S. approval for some H200 purchases, but supply remains unclear, and Chinese firms may not place orders.

Industry

AI HBM capacity investment keeps general-purpose memory shortage until 2027

Global memory supply may meet only 60 percent of demand through 2027, as capacity additions focus on AI server high-bandwidth memory and lag fast-rising demand. New production lines are largely expected to come on stream in 2027 or 2028. Analysts see limited near-term output gains and rising price pressure, with DRAM and NAND contract prices forecast to jump in 2026. Higher memory costs are increasingly reflected in device manufacturing costs and broader pricing pressure.

Finance

Bitcoin bottom may still lie ahead as Anthropic launches Claude Opus 4.7

CryptoQuant analyst YJ said XRP is supported by stronger network activity even though it is well below its 2025 peak, citing a lower NVT reading and higher participation. Into The Cryptoverse CEO and former NASA researcher Benjamin Cowen projected bitcoin’s cycle low could form around October 2026, while not fully ruling out an earlier low. Anthropic launched Claude Opus 4.7, and Samsung group shares rose broadly amid easing Middle East risk.