…By now, the reports of NVIDIA offloading the Hopper H200 AI chips to China have become mainstream, but there's also a breakthrough with AMD, which we'll discuss ahead as well…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…Given that the MATCH Act has been formalized, we could see ASML face another challenge on the geopolitical front, as the Dutch chipmaker wouldn't be able to access one of the…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…Given that the entire world depends on chips from Taiwan, any emerging threat to industrial production will have a much larger impact on the AI industry. For now, the local government is…
It appears that China is showing reluctance towards H200 AI chip shipments entering the region, as authorities have reportedly informed customers that the newer chips aren't permitted. NVIDIA's H200 Chips…
NVIDIA is reportedly adopting a new strategy regarding the sales of its H200 AI chip to China, and it is claimed that the company is demanding that domestic clients pay upfront. NVIDIA…
NVIDIA's Vera Rubin AI chips have seen significant upgrades in key specifications over time, as Team Green aims to maintain its competitive lead over AMD's MI455X platform. The Vera Rubin…
One of China's AI chip startups, "Iluvatar CoreX", has unveiled a rather optimistic roadmap that aims to achieve parity with NVIDIA's Vera Rubin in a few years. China's Iluvatar…
…The chip features 432GB of HBM4 memory and a memory bandwidth of 19.6TB/s. AMD calls this chip a 'true successor' to the Instinct MI300A AI chips, which saw massive adoption…