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.
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 …
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 …
AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged
Amazon Web Services is raising the price for its AI workload rental service by 20%, the company said on Friday.
AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged
Amazon Web Services is raising the price for its AI workload rental service by 20%, the company said on Friday …
Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its DGX B300 server went from ~$550K to ~$1.1M
US crackdown on illicit exports has made it riskier, harder and more expensive to buy tech giant's processors
As AI commoditizes benchmarkable work, an organization's lasting moats lie in tasks that are verifiable through its private data and judgment
The mid-2026 investor's version of AI psychosis is a despair that nothing is investable, that we should put all our money into Anthropic and Nvidia and go home.