The exact number of GPUs operated by AWS is unknown. In November 2024, LessWrong estimated that Amazon had between 250,000 ...

In my initial analysis of Nebius Group (NBIS) about a month ago, I gave a broad overview of why I saw this stock as a ...

The new chip offers double the computing power of Huawei's 910B, for a performance comparable to the Nvidia H100 chip. Here's ...

Explore the Google vs OpenAI AI ecosystem battle post-o3. Deep dive into Google's huge cost advantage (TPU vs GPU), agent strategies & model risks for enterprise ...

Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as ...

Trump administration could have NVIDIA's custom GeForce RTX 5090D banned in China: AIB partners reportedly told to stop ...

As noted, a perfect storm of demand and limited supply allowed Nvidia to charge north of $40,000 for its Hopper chip early ...

The process started back in October 2022 with the Biden administration, which moved to block exports of the Nvidia A100 and H100 GPUs — the most powerful processor offered by the company at that ...

Amazon's big retail business navigated GPU shortages by emphasizing ROI and tightening its approval process to balance internal supply and demand.

Nvidia misses $12B chip delivery target for ByteDance, Alibaba, and Tencent due to US export curbs on H20 AI processors.

Nvidia and other chip stocks fell Monday as China's Huawei is reportedly boosting production of its leading AI chips ...