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

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

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

Nebius achieves near-peak GPU utilization via liquid cooling and offers secure, sovereign AI services in key markets. Find ...

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

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

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

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

Fills AI gap left by Nvidia H20 export ban Huawei is gearing up to flood the Chinese market with its new 910C artificial ...