WSJ What’s News Alibaba Develops a New AI Chip to Fill Nvidia Void
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Aug 29, 2025 Alibaba is shaking up the tech landscape with a new AI chip aimed at filling the void left by Nvidia's market issues. Meanwhile, rising commodity costs and trade policies are forcing U.S. companies to hike prices on everyday goods. In politics, there are intriguing shifts at the Federal Reserve as Trump's influence looms, yet markets remain surprisingly calm. The episode also touches on the emotional struggles of Gaza's medical evacuations and the unexpected success of Netflix's 'K-pop Demon Hunters,' showcasing how streaming is redefining cultural trends.
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China-Made Chip Seeks Nvidia Gap
- Alibaba developed a China-made AI chip to substitute for Nvidia in the domestic market.
- Manufacturing capacity limits may constrain supply, especially for advanced 7-nanometer chips.
Older Nodes Can Unlock Capacity
- Using older manufacturing nodes can ease capacity and speed production despite lower performance.
- Startups like MetaX aim for volume by choosing less advanced fabrication technology.
Tariffs And Commodities Are Raising Prices
- Tariff-driven costs and commodity tightness are pushing retail prices higher.
- Firms have started to pass some tariff-related costs to consumers, with more hikes likely.