Sources: China plans to let some of its biggest AI companies buy a small number of Nvidia's H200 chips to offset a domestic computing shortage in recent months
China plans to allow some of the country's biggest AI companies to buy a small number of Nvidia's H200 chips, according to two people with direct knowledge of the matter.
Nvidia lost ~$1T in market value in less than two months, dropping 16% from its May all-time-high, trading at 18x forward earnings, its lowest level since 2019
After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.'s stock is the cheapest it's been since …
Nvidia and AI chip startup d-Matrix are combining their hardware in a new system to power AI models, the latest example of Nvidia partnering with a chip rival
CPUs are now at the center of the AI race as Nvidia, Qualcomm, MediaTek, Arm, Google, Amazon, Chinese players, and others take on Intel and AMD in data centers
TAIPEI/PALO ALTO, California — The global AI boom is reshaping one of the semiconductor industry's most important battlegrounds: CPUs.
A look at Chinese lidar maker Hesai, blacklisted by the US DOD in 2024, as it expands in the US; Hesai says it has ~33% of the global automotive lidar market
Robots on the factory floor. Self-driving vehicles on the Las Vegas strip. Even a substitute for man's best friend — the robotic dog.LinkedIn:Scott Zamost.Forums:r/MVISLinkedIn:Scott Zamost:BLACKLIS...
Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia
Chinese companies are ditching Nvidia Corp.'s advanced accelerators in favor of domestic silicon, underscoring how tensions …
Sources: DeepSeek is at an early stage of developing its own AI chip designed for inference, in a push that could reduce its reliance on Nvidia and Huawei chips
Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce …
Nvidia, Neura Robotics, and others are building safety systems for humanoid robots to minimize risks, like the consequences of a bipedal robot losing stability
Companies say electronics, sensors and engineering will allow the robots to work alongside people — Humanoid robots marched through …
SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture
NVIDIA's next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips …