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AI & Enterprise

DeepSeek founder says China can end Nvidia dependence within a year

DeepSeek founder Liang Wenfeng said China’s AI industry is reaching a turning point in its dependence on Nvidia hardware and that chip supply will no longer be a key obstacle within a year. He cited a resource gap with the United States driven by computing power constraints. He said DeepSeek lags U.S. leaders by 12 to 18 months but achieves similar performance with far less computing. DeepSeek is working more closely with Huawei and pursuing its own chips and software tools.

Games & Commerce

Naver pivots from search to AI infrastructure with \'AI factory\' push

Naver is positioning AI infrastructure as a new growth pillar, moving beyond domestic search, shopping and advertising into B2B infrastructure aimed at global AI computing demand. Its core project is an “AI factory” 추진 with Nvidia. Plans call for ramping capacity from 55MW in the first half of next year to 200MW by end-2028, with a long-term goal of 1GW. Key hurdles include long-term customer contracts, funding, power and sites, and technology-change risks.

AI & Enterprise

Tesla moves into modular AI data centre hardware with Megapod trademark filing

Tesla is pushing into modular artificial intelligence data centre hardware after filing a trademark for “Megapod” in the United States. The application describes a modular data centre hardware system for AI computing, including servers, networking equipment, power distribution and cooling. Tesla also describes a self-contained modular computing unit with downloadable software for monitoring and optimisation. The move would put Tesla into competition with Nvidia-backed platforms, while Tesla remains a major Nvidia customer and has faced delays in its own AI chip plans.