NVIDIA is winning now, but is it already peaking?
Nvidia is on top of the AI world right now. It owns the accelerator market, prints margins that would make a drug cartel blush, and […]
AI chips
OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardware
OpenAI has asked the US government to widen a key Chips Act style tax credit so it does not just apply to semiconductor plants, but […]
US blocks Nvidia’s B30A AI chip sales to China as export controls tighten again
The US government is moving to block Nvidia’s latest China focused AI chip, the B30A. On paper B30A is a cut down data center accelerator. […]
US committee targets Nvidia over Chinese campus ties and Huawei affiliate presence
A US congressional committee has criticised Nvidia for operating on a shared campus in China with a Huawei affiliated company that is under US restrictions. […]
Tesla’s AI5 FSD computer: 2,000+ TOPS, dual-sourced in the US, and a pivot away from Dojo
Tesla’s next-generation Full Self-Driving (FSD) computer, internally dubbed AI5 or HW5, is being framed as a step-change in in-car AI compute: 2,000–2,500 TOPS for low-precision […]
Microsoft’s $9.7 billion IREN deal is a prepayment for future Nvidia GB300 capacity
Microsoft has signed a five-year, $9.7 billion contract with Australian data-center operator IREN to secure access to Nvidia’s next-gen GB300 accelerators and associated infrastructure at IREN’s […]