Supply chain challenges risk delaying Nvidia's Rubin GPUs
… The decision meant Nvidia could sell its older, but still potent H200 accelerators to Chinese customers for the first time. …
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India tests whether AI can stop trains hitting elephants
… The Chinese company said the gig is its biggest-ever infrastructure-as-a-service deal, and saw it supply 1,000 of Nvidia’s flagship B200 accelerators. …
Alibaba has made 470,000 AI chips, admits they’re inferior
… That leaves Alibaba’s cloud as its only fast-growing business, and with a lot riding on its ability to achieve the swift surge to from around $25 billion to $100 billion annual revenue. …