US Enterprise Hardware and Networking: Generating the latest updates on AI

研报英文原文证据摘录

US Enterprise Hardware and Networking: Generating the latest updates on AI

Global Research

10 July 2026ab

US Enterprise Hardware and Networking Equities

AmericasGenerating the latest updates on AI

Technology Hardware & Equipment

David Vogt

US lawmakers consider limiting American companies' use of Chinese models Analyst

As Chinese models "close the performance gap with American rivals while being david.vogt@ubs.com

cheaper to use", US lawmakers are considering strategies to limit their use by American +1-212-713 4296

companies. However, a ban is considered unlikely due to open-source models' Andrew Spinola

availability on the internet and first amendment violation concerns. Similarly, "Beijing is Analyst

looking at curbing overseas access to China's leading AI models". (Source) andrew.spinola@ubs.com

+1-212-713 3766

China to allow top AI companies to buy limited amount of Nvidia H200 chips Brian Luke

Companies including Alibaba, ByteDance, and DeepSeek have been given permission to Associate Analyst

purchase the chips but are required to specify the quantity and use cases. The decision brian.luke@ubs.com

+1-212-713 3819

comes as the companies seek further computing power "but the total may end up being

less than 200,000". (Source)

Cybersecurity and Infrastructure Security Agency (CISA) using Mythos

The US cyber defense agency is using Mythos to "scan government code repositories for

bugs that could leave the door open for foreign spies and cybercriminals", where a large

number of vulnerabilities have already reportedly been identified. (Source)

Meta to invest $10B in its first Canadian data center

The 1 GW data center will "largely run on natural gas-fired power", where Meta will

fund the new electricity generation. While the site will be the company's 33rd data