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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.
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.
Games & Commerce
Jensen Huang calls Naver a global AI developer, expands AI cloud and robotics cooperation
Nvidia CEO Jensen Huang (젠슨 황) named Naver a key partner for expanding AI cloud in South Korea and globally, broadening cooperation beyond GPU supply to open AI model development, large-scale AI cloud and robotics. He outlined three areas: open frontier models through the Nemotron consortium, building a 200-megawatt AI factory with plans to expand to gigawatt scale, and advancing robotics. Naver chair Lee Hae-jin (이해진) said Naver is prepared to meet rising GPU and AI demand.