…Renting is no cheaper, with an FT survey finding that GPU rates inside China now match or exceed U.S. prices, reversing the discount that the abundant smuggled supply once provided. Washington…
Intel tells PC makers to adopt 18A CPUs or lose their supply, report claims — Intel 7 supply dries up, pressuring notebook and PC manufacturers in the US, China, and Taiwan
…A protected buyer pool, along with a mandated shift to domestic supply and a single qualified supplier at the leading edge, produces a textbook seller's market. Hua Hong, China's second…
…In April, export value rose 100.1% year on year, the first monthly doubling on record, as price increases across AI servers, data centers, and memory spread through the supply chain. Samsung…
…AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies…
…to secure the global AI supply chain. For those tracking this story closely, Taiwan's sudden aggression isn't really a surprise. Reports of underground hardware in China include thriving repair shops…
China says 'world's first' offshore wind-powered underwater data center has entered full operation, houses 2,000 servers — 24 megawatt subsea AI facility uses ocean water for passive cooling and offshore…
…If this happens, China will become the world's second-largest DRAM production base in the coming years. Go deeper with TH Premium: Memory AI data centers are swallowing the world's…
…Meanwhile, shipments of H200 AI GPUs to China remain frozen, months after CEO Jensen Huang said Nvidia’s market share in the country had effectively fallen to zero . This August timeline runs…
…Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow The measures would be designed to keep leading-edge AI developments in China as competition…