The irony is that Western policy, which was designed to try and slow or stymie the development of China and Russia’s high-tech economy, may well have helped manufacture exactly the kind of trading bloc it set out to prevent. The issue is compounded by uncertainty in Washington DC, where the inhabitant of the White House seemingly can’t decide what he wants from the situation. In the space of 12 months, the Trump administration banned Nvidia's H200, unbanned it, slapped a 25% tariff on it, and created a licensing framework that experts immediately called contradictory. On 13 January, the Commer
While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance…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…
…China, such as Lenovo and Foxconn, have also been approved to supply the market requirements. The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI…
Every time you use AI, you are, in some small way, depending on a 42-year-old, 44,000-person Dutch company that spends €4.5 billion each year to advance its…
…finally AI applications. By Huang's estimations, the US is behind in at least some of those categories, most obviously energy production. And he doesn't explain how supplying China with the…
NVIDIA's AI chips have once again bypassed barriers and landed at Alibaba in China, as the US suspects Supermicro's role in smuggling through Thailand. NVIDIA's AI Chips Still Carry…
…Morgan Stanley forecasts China’s AI chip market will reach $67bn in 2030, with 86 per cent expected to be supplied by Chinese players. It puts the market at about $21bn this…
…One executive of a China-based hyperscaler called the impact of supplying export-controlled US chips to China “huge, really huge,” adding that any supply gap severely impacts China’s AI development…
…While China is banned from getting the latest AI chips from NVIDIA, including Rubin , its CPUs being adopted by one of China's prime AI firms shows the tightness in supply. CPUs…
NVIDIA's CEO has reaffirmed that AI will create hundreds of thousands of jobs , while reacting to the US's policy shift towards China. Speaking at the latest episode of "Memos to…
…obscene by AI hardware standards. Eventually, China will get there. Talent, cash and the state’s ability to point both at a target are not in short supply. China has far more…