Systems Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges China-bound Hopper accelerators are also likely to ship in smaller volumes than previously forecast, industry watchers say Nvidia's next-gen Rubin GPUs may end up shipping later and in smaller volumes… …
Systems Nvidia's on-again off-again H200 sales in China are now on again Beijing appears to have eased its policy of pushing local GPUs GTC Nvidia has called on its supply chain partners to begin manufacturing its ageing H200 GPUs to meet demand for chips in China, CEO Jensen Huang said Tuesday. …
… The Department of Commerce is said to be drafting rules that would require chipmakers to obtain government approval before exporting AI chips to any country, effectively giving Washington a stranglehold on AI compute supply. …
… Our primary goal is to create AI capabilities that offer superior value for money.” He also said developing its own chips gives Alibaba “guaranteed supply of AI computing power,” which he said is necessary given “the unique circumstances currently facing the AI industry in China” – likely a referen… …