Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
Microsoft says it is on track to invest ~$80B in FY 2025 to build out datacenters to train AI and deploy AI and cloud apps, with 50%+ of the spending in the US
plans to spend tens of billions of dollars to build out AI data center … Rounak Jain / Benzinga : Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025 Minh Le / Tech in Asia : Microsoft ...
Anthropic raised another $4B from Amazon, will make AWS its primary training partner, and is working with Annapurna Labs to develop new Trainium accelerators
from chips to software. Mady Mills / @madisonmills22 : $AMZN to invest another $4B into Anthropic. Big news in the release: Anthropic is now naming AWS its primary training partner...and will use AWS ...
Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February 2024; Intel joined the index in 1999
Intel's 25-year reign has come to an end Varsha Agarwal / DNA India : Nvidia to replace rival Intel in Dow Jones indices by November 8 Kara Greenberg / Investopedia : Nvidia To Take Intel's Place in t...
Accenture says it will train 30K employees on Nvidia's AI tech and start a new Nvidia Business Group focused on driving enterprise adoption of AI agents
Nvidia deal: A first peek into the new world of genAI-centric strategies Surbhi Jain / Benzinga : Nvidia's AI Leadership To Drive $1 Trillion Market Growth, With Accenture Partnership Accelerating Ado...
Sources: Saudi Arabia bought 3,000+ Nvidia H100 GPUs and the UAE purchased thousands of Nvidia GPUs; Nvidia expects to ship ~550K H100 GPUs globally in 2023
it's the $40,000 chip that has sparked a frenzied spending spree Rob Thubron / TechSpot : Saudi Arabia and UAE invest in thousands of Nvidia chips, aiming to become global AI powerhouses Alex Heath / ...
Nvidia announces AI products and updates, including the DGX GH200 supercomputer platform, gaming features, data center networking tools, and a robotics platform
Watch how Jensen Huang very well explains how industry will digitaly transform, and become digital first. … Alan Vaksman : Clear structured communication is still the key to success in the AI age. — ...