Author and founder of Interconnected. See "About Interconnected" for more information.| Interconnected
Internet's only bilingual newsletter on the intersections of tech, business, investing, geopolitics, and US-Asia relations. New post every week by Kevin Xu (@kevinsxu)| Interconnected
How Should We Think About Asia’s Biggest Cloud Now| Interconnected
Internet's only bilingual newsletter on the intersections of tech, business, investing, geopolitics, and US-Asia relations. New post every week by Kevin Xu (@kevinsxu)| Interconnected
This API ban signals a phase shift from “chip war” to “cloud war”| Interconnected
Will “AI in a box” become a thing? Huawei Cloud is certainly trying to make it so. By packaging GPUs, networking, server racks, other hardware, and AI models all together, Huawei Cloud is pushing the adoption of AI infrastructure by putting everything an enterprise or government agency could possibly need| Interconnected
One topic this newsletter has been obsessed with over the last four years is cloud data centers. Partially because of my previous industry experience, working deeply on cloud-based tech products, partially because these data centers are just fascinating and so crucial to the global digital economy yet so misunderstood, I| Interconnected