Robot dolls, chip shortages and Apple’s soft sales

Cissy Zhou reports from Hong Kong on the investigation into former Chongqing mayor Huang Qifan, once seen as politically invincible, now under scrutiny for alleged corruption. At a Hong Kong electronics show, UBTech’s lifelike humanoid robot doll drew attention for its realistic appearance and silicone limbs, with the male version outselling the female and young women spending up to $20,000 for emotional support. The flagship model costs $130,000, and UBTech eyes Japan as a major market pending certification.

Meanwhile, Anthropic is set to build its first Japan data centre via NTT Data Group in Osaka, potentially costing ¥1tn ($6.3bn) or ¥7tn with AI servers, though power supply remains a challenge. In China, despite doubling domestic AI chip production led by Huawei, Alibaba, Baidu and Cambricon, demand from tech giants like Alibaba, ByteDance and Tencent continues to outstrip supply, with their capex expected to exceed Rmb7 billion this year.

تقرير Cissy Zhou من هونغ كونغ حول التحقيق في العمدة السابق لشيونغزهو،황 Qifan، الذي كان يُرى سابقاً على أنه سياسي لا يمكن مناقشته، والآن يخضع لل scrutiny بسبب الفساد alleged. في معرض الإلكترونيات في هونغ كونغ، جذبت دمية الروبوت البشرية من UBTech الانتباه لمظهرها الواقعي وأطرافها من السيليكون، حيث بيع النسخة الرجالية أكثر من النسائية، وأنفقت النساء الشابات حتى $20,000 للدعم العاطفي. يكلف الطراز الرائد $130,000، وتهدف UBTech إلى اليابان كسوق رئيسي pending الشهادة. في الوقت نفسه، من المقرر أن تبني شركة Anthropic أول مركز بيانات لها في اليابان عبر مجموعة NTT Data في أوساكا، بتكلفة محتملة تبلغ ¥1tn ($6.3bn) أو ¥7tn مع خوادم AI، على الرغم من أن إمدادات الطاقة لا تزال تحدياً. في الصين، على الرغم من مضاعفة إنتاج الرقائق الوطنية للذكاء الاصطناعي بقيادة هواوي، Alibaba، Baidu وCambricon، لا تزال طلب الشركات التقنية مثل Alibaba، ByteDance وTencent تتجاوز المعروض، مع توقع إنفاق رأسمالي يتجاوز Rmb7 مليارات هذا العام.

Cissy Zhou হং Kong থেকে riport করেছে পূর্ব চংকিং Mayor Huang Qifan-এর জাচার সম্পর্কে, যিনি একবার রাজনৈতিকভাবে অজয় মনে হতো, এখন ভ্রष्टাচার অভিযোগে তদন্ত অধीन। হונג Kongের একটি ইলেকট্রনিক শোতে, UBTech-এর যথার্থবহাবান মানব রোবট dollের Bengoli readers- attention পেয়েছে তার রিয়েলিস্টিক আকার এবং সিলিকন limbs-তে, পুরুষ সংস্করণে নারী সংস্করণের চেয়ে বেশি বিক্রি হচ্ছে, এবং নারী যুবক $20,000 খরচ করে عاطামূলক সমর্থন জন্য। প্রধান মডেলের দাম $130,000, এবং UBTech জাপানকে major market হিসেবে দেখছে, pending সার্টিফিকেশন। আরোভাবেই, Anthropic NTT Data Group এর মাধ্যমে Osaka-তে Japan-তে প্রথম data centre স্থাপন করবে, সম্ভাব্য খরচ ¥1tn ($6.3bn) বা ¥7tn AI server-তে, তবু electrical supply একটি চ্যালেঞ্জ বাঁচে। চীন-এ, হুয়াওয়া, আলিবাবা, বেডু এবং Cambricon দ্বারা নেতৃত্বিত ঘরে-আই চিপ production দ্বিগুণ হলেও, Alibaba, ByteDance এবং Tencent जैसे টেক জিয়েন্টসের ডিমান্ড সরবরাহ থেকে বেশি হচ্ছে, তাদের capital expenditure এই বছর Rmb7 billion থেকে বেশি হওয়া উচিত।

Cissy Zhou berichtet aus Hongkong über die Untersuchung des ehemaligen Chongqing-Mayors Huang Qifan, der einst als politisch unverwundbar galt, nun im Verdacht von Korruption. Auf einer Hongkong-Elektronikmesse zog der lebensechte Humanoid-Roboter-Doll von UBTech Aufmerksamkeit auf sich durch sein realistische Aussehen und Silikon-Limbs, wobei die männliche Version besser verkauft wurde als die weibliche und junge Frauen bis zu $20,000 für emotionale Unterstützung ausgaben. Das Flaggschiff-Modell kostet $130,000 und UBTech sieht Japan als wichtigen Markt, pending Zertifizierung.

Währenddessen plant Anthropic, über die NTT Data Group in Osaka ihr erstes Japan-Datenzentrum zu bauen, potenzielle Kosten von ¥1tn ($6.3bn) oder ¥7tn mit AI-Servern, wobei die Stromversorgung nach wie vor eine Herausforderung bleibt. In China, trotz Verdopplung der inländischen AI-Chip-Produktion, angeführt von Huawei, Alibaba, Baidu und Cambricon, übersteigt die Nachfrage von Tech-Giganten wie Alibaba, ByteDance und Tencent weiterhin das Angebot, mit ihrem capex, das dieses Jahr Rmb7 Milliarden übersteigen soll.

Cissy Zhou informa desde Hong Kong sobre la investigación al exalcalde de Chongqing, Huang Qifan, que antes se consideraba políticamente invencible, ahora bajo escrutinio por presuntos actos de corrupción. En una feria de electrónica en Hong Kong, el robot doll humanoide de UBTech llamó la atención por su apariencia realista y sus limbs de silicona, con la versión masculina vendiendo más que la femenina y mujeres jóvenes gastando hasta $20,000 para apoyo emocional. El modelo insignia cuesta $130,000 y UBTech tiene como mercado principal a Japón, pendiente de certificación.

Mientras tanto, Anthropic está a punto de construir su primer centro de datos en Japón a través del grupo NTT Data en Osaka, con un costo potencial de ¥1tn ($6.3bn) o ¥7tn con servidores de IA, aunque el suministro de energía sigue siendo un desafío. En China, a pesar de duplicar la producción nacional de chips de IA liderada por Huawei, Alibaba, Baidu y Cambricon, la demanda de gigantes tecnológicos como Alibaba, ByteDance y Tencent sigue superando la oferta, con sus gastos de capital esperados a superar los Rmb7 mil millones este año.

Cissy Zhou fait rapport de Hong Kong sur l'enquête sur l'ancien maire de Chongqing, Huang Qifan, autrefois considéré comme politiquement invincible, qui fait l'objet d'une enquête pour corruption présumée. Lors d'une exposition électronique à Hong Kong, le robot doll humanoïde d'UBTech a attiré l'attention par son apparence réaliste et ses limbs en silicone, la version masculine se vendant plus que la féminine et les jeunes femmes dépensant jusqu'à 20 000 dollars pour un soutien émotionnel. Le modèle phare coûte 130 000 dollars et UBTech vise le Japon comme marché majeur en attente de certification.

Pendant ce temps, Anthropic prévoit de construire son premier centre de données au Japon via le groupe NTT Data à Osaka, avec un coût potentiel de ¥1tn ($6.3bn) ou ¥7tn avec des serveurs IA, bien que l'approvisionnement en énergie reste un défi. En Chine, malgré le doublement de la production nationale de puces IA menée par Huawei, Alibaba, Baidu et Cambricon, la demande des géants technologiques comme Alibaba, ByteDance et Tencent continue de dépasser l'offre, leurs dépenses de capital devant dépasser Rmb7 milliards cette année.

Cissy Zhou ने हांगकांग से रिपोर्ट की है कि पूर्व चंगकिंग के मेयर हुआंग किफैन की जांच चल रही है, जो एक बार राजनीतिक रूप से अजेय माने जाते थे, अब भ्रष्टाचार के आरोपों की जांच हो रही है। हांगकांग के एक इलेक्ट्रॉनिक्स शो में, UBTech के यथार्थवादी मानव जैसा रोबोट खिलौना लोगों का ध्यान खींच रहा है, जिसमें यpractical रूप से जीवंत दिखने वाले सिलिकॉन के limbs हैं, पुरुष मॉडल महिला मॉडल से ज्यादा बिक रहे हैं, और युवा महिक्की भावनात्मक समर्थन के लिए $20,000 तक खर्च कर रही हैं। प्रमुख मॉडल की कीमत $130,000 है, और UBTech जापान को प्रमुख बाजार के रूप में देख रहा है, pending प्रमाणीकरण। दूसरी ओर, Anthropic NTT Data Group के माध्यम से Osaka में अपना पहला Japan डेटा केंद्र स्थापित करने जा रहा है, जिसकी संभावित लागत ¥1tn ($6.3bn) या ¥7tn के साथ AI सर्वर के लिए हो सकती है, हालांकि बिजली की आपूर्ति एक चुनौती बनी हुई है। चीन में, हुआवेई, अलीबाबा, बैदू और Cambricon द्वारा नेतृत्वित घरेलू AI चिप उत्पादन दोगुना हो गया है, लेकिन Alibaba, ByteDance और Tencent जैसे तकनीकी दिग्गजों की मांग आपूर्ति से अधिक है, उनकी पूंजीगत व्यय इस साल Rmb7 अरब से अधिक होने की उम्मीद है।

Cissy Zhou melaporkan dari Hong Kong tentang investigasi menteri ex-Chongqing Huang Qifan, yang dilihat sebelumnya sebagai politik yang tak terbantahkan, kini under scrutiny untuk tuduhan korupsi. 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Cissy Zhou 香港から報告。かつて政治的に無敵と見られていた元重庆市長黄奇帆の調査について。香港の電子ショーで、UBTechのリアルな人型ロボット人形が注目を集め、リアルな外観とシリコン limbs が特徴。男性モデルが女性モデルより売れ行きが良く、若い女性は感情的なサポートのために最大 $20,000 を費やす。フラッグシップモデルは $130,000 で、UBTech は認証待ちで日本市場を主要市場と見なしている。一方、Anthropic は NTT Data Group を通じて大阪で初の日本データセンターを建設する予定で、費用は ¥1tn ($6.3bn) または AI サーバーがつく ¥7tn の可能性があるが、電力供給が課題となっている。中国では、Huawei、Alibaba、Baidu および Cambricon が主導する国内 AI チップ生産が倍増しているが、Alibaba、ByteDance および Tencent などのテック大手の需要は供給を上回り、今年の capex は Rmb7 億以上になる見込み。

Cissy Zhou reporta de Hong Kong sobre a investigação do ex-prefeito de Chongqing, Huang Qifan, uma vez visto como politicamente invencível, agora sob escrutínio por corrupção suposta. Em uma feira de eletrônicos em Hong Kong, o robô doll humanoide da UBTech chamou a atenção por sua aparência realista e limbs de silicone, com a versão masculina vendendo mais que a feminina e mulheres jovens gastando até $20,000 para apoio emocional. O modelo de ponta custa $130,000 e UBTech olha o Japão como mercado principal, pending certificação.

Enquanto isso, Anthropic está prestes a construir seu primeiro centro de dados no Japão através do grupo NTT Data em Osaka, com custo potencial de ¥1tn ($6.3bn) ou ¥7tn com servidores de IA, embora o fornecimento de energia continue sendo um desafio. Na China, apesar de dobrar a produção nacional de chips de IA liderada por Huawei, Alibaba, Baidu e Cambricon, a demanda das gigantes tecnológicas como Alibaba, ByteDance e Tencent continua superando a oferta, com seus gastos de capital esperados a superar Rmb7 bilhões este ano.

Cissy Zhou отчитывается из Гонконга о расследовании бывшего мэра Чунцинь, Huang Qifan, которого раньше считали политически неустойчивым, теперь подвергается проверке на alleged коррупции. На электроника-выставке в Гонконге робот-кукла UBTech привлечила внимание за реалистичный вид и силиконовые limbs, с мужской версией, продаваемой лучше женской, и молодыми женщинами, тратящими до $20,000 для эмоциональной поддержки. Флагманская модель стоит $130,000, и UBTech рассматривает Японию как главный рынок, pending сертификации. В то meantime, Anthropic планирует построить свой первый данные-центр в Японии через группу NTT Data в Оссаке, потенциальная стоимость ¥1tn ($6.3bn) или ¥7tn с серверами AI, хотя проблема с электроснабождением остается. В Китае, несмотря на doubling производства национальных чипов AI, возглавляемое Huawei, Alibaba, Baidu и Cambricon, спрос технологических гигантов как Alibaba, ByteDance и Tencent продолжает превышать предложение, с их capex, ожидаемыми в пределах Rmb7 миллиардов этот год.

Cissy Zhou 报道于香港，调查前重庆市长黄奇帆，曾被视为政治不可战胜，现因涉嫌腐败受到审查。在香港电子展上，UBTech 的逼真仿人机器人娃娃因其逼真的外观和硅胶材质的双手双脚而备受关注，男版销量高于女版，年轻女性为情感支持最高可花费 20,000 美元。旗舰型号售价 130,000 美元，UBTech 计划在取得认证后将产品推向日本市场。与此同时，Anthropic 计划通过 NTT Data Group 在大阪建设首个日本数据中心，潜在成本约为 1 万亿日元（63 亿美元），配备 AI 服务器时可能达 7 万亿日元，但电力供应仍是一大挑战。在中国，尽管华为、阿里巴巴、百度和Cambricon 等公司国产 AI 芯片产量翻倍，但 Alibaba、字节跳动和腾讯等科技巨头的需求仍供不应求，其资本支出预计将在今年超过 700 亿元人民币。