Alibaba's stock jumped 19%+ in Hong Kong on September 1, after its August 29 report of cloud computing driving strong Q1 results and reports of its new AI chip
Arjun Kharpal / CNBC :
Sources: Nvidia is developing a new Blackwell-based AI chip for China, tentatively known as the B30A, that will be more powerful than its H20 model for China
Nvidia (NVDA.O) is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful …
Sources: Nvidia plans to launch a new AI chip priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, after US export curbs
Nvidia will launch a new #ArtificialIntelligence chipset for China at a significantly lower price than its recently restricted H20 model & plans to start mass production as early as June, sources fami...
Sources: Nvidia plans to launch a new AI chip priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, after US export curbs
Nvidia (NVDA.O) will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model …
The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China
now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy. — ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina Raimondo stated “Hold...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
SoftBank's telecom unit plans to build an AI supercomputer in Japan using Nvidia's DGX B200 platform, and a follow-up effort featuring the Grace Blackwell chip
Nvidia CEO regrets not taking the loan Brian Caulfield / NVIDIA : ‘Every Industry, Every Company, Every Country Must Produce a New Industrial Revolution,’ Says NVIDIA CEO Jensen Huang at AI Summit Jap...
Intel and AWS plan to coinvest in making a new AI chip on Intel 18A via a “multiyear, multibillion-dollar framework”; Intel delays new Germany and Poland plants
Ian King / Bloomberg :
Sources: Masayoshi Son seeks up to $100B for an AI chip venture to rival Nvidia; one scenario involves $30B from SoftBank and $70B from Middle Eastern investors
Welcome to Runtime! Today: why ridiculous sums of money … Pranav Dixit / Business Today : After Sam Altman, SoftBank founder Masayoshi Son joins AI chip race to challenge Nvidia dominance Rupam Roy /...
Sources: the US is considering new AI chip export restrictions to China as soon as July, which could even ban the sales of Nvidia's A800 chip without a license
Restrictions come amid concerns that China could use AI chips from Nvidia and others for weapon development and hacking