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THE DAILY INDEX

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Across today’s newsletters

Today’s Index

An industrial production line narrows toward an unfinished section, conveying China's progress toward AI-chip independence alongside restrictions and limited manufacturing capacity.
AI-generated editorial illustration

INSIDE CHINA'S ALL-OUT PUSH TO CATCH UP WITH AMERICAN AI CHIPS

Huawei is leading the way in reducing China's dependence on foreign AI chips. The company claims it has figured out workarounds for making near state-of-the-art silicon without leading-edge machinery. Huawei's deputy chairman attributes the company's progress to the restrictions the US has imposed on hardware exports. China still lags far behind the US, and chip-production capacity problems are preventing Chinese companies from deploying AI as quickly as they would like.

SPACEX IS TURNING AWAY FALCON CUSTOMERS IN MAJOR BET ON STARSHIP

SpaceX has started to turn away satellite operators seeking dedicated rides on its Falcon 9 rocket beyond 2028. The company has also stopped building some non-reusable components for the Falcon family. SpaceX has publicly stated that it intends to offramp its Falcon 9 rocket for Starship, but has not disclosed a timeline. The company is likely to still use the Falcon 9 for launches for the Department of Defense and NASA.

A GPU-HOUR ISN'T A COMMODITY IF YOU NEED FOUR OF THEM

Compute pricing coverage runs on headline rates, but many workloads don't consume them that way. Training, fine-tuning, and high-throughput inference need multiple identical GPUs in the same machine or cluster. A company that buys H100 futures to hedge a future four- or eight-GPU requirement carries real basis risk. The futures will hedge a rise in the broad H100 price and do nothing about the lack of co-located capacity.

SAMSUNG HAS JUST GIVEN US A PREVIEW OF THE CREASELESS IPHONE ULTRA DISPLAY

Apple is expected to unveil its first foldable iPhone, likely called the iPhone Ultra, in September after waiting for foldable display technology to mature and for Samsung to eliminate the screen crease. Samsung's new Galaxy Z Fold 8 Ultra demonstrates a nearly crease-free display that is believed to closely match the panel Apple will use, marking a significant improvement over previous generations.

ENGINEER AWAY THE SLOP

The field of formal verification and deterministic system testing is about to cross a chasm. There are not enough skilled practitioners in the field. Bug-catching tools, when used in conjunction with adversarial code reviews by an LLM and with language analyzers driven by pre-commit hooks, will be a key component in software factories. They will enable people/agents to deliver reliable software without the burden of having to learn this specialized knowledge.

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