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GB300

A stylized American flag on the left is set against a dark, starry background. On the right, a glowing green radar-like graphic overlaps a rectangular microchip design, evoking the innovation behind AI chips like Nvidia Blackwell.

Trump’s Blackwell doctrine: what “no Nvidia Blackwell for other countries” really means for AI chips

November 3, 2025 Gavin Bonshor 0

President Donald Trump has said that Nvidia’s most advanced Blackwell AI chips will be reserved for the United States, telling CBS that “the most advanced, […]

A digital illustration shows a green, yellow, and orange logo on the left, with a spotlight highlighting three tall, outlined rectangles and a curved green line above them on a starry dark blue background, reflecting themes of AI diplomacy.

Microsoft’s 60,000-GPU UAE deal turns Nvidia chips into an instrument of AI diplomacy

November 3, 2025 Gavin Bonshor 0

Microsoft is set to ship more than 60,000 of Nvidia’s most advanced AI GPUs — including GB300 Grace Blackwell parts — to the United Arab […]

Logos of Microsoft, Iren, and Nvidia are displayed in front of a glowing AI text, with a digital circuit board background—hinting at technology, artificial intelligence themes, and the recent Microsoft IREN deal featuring Nvidia GB300.

Microsoft’s $9.7 billion IREN deal is a prepayment for future Nvidia GB300 capacity

November 3, 2025 Gavin Bonshor 0

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 […]

OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Trump’s AI team rules out OpenAI bailout – what that really means for the industryTrump’s AI team rules out OpenAI bailout – what that really means for the industryNovember 6, 2025Gavin Bonshor
Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?November 5, 2025Gavin Bonshor
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