Nvidia H200 to China: Washington swaps export bans for a 25% rake
The US is weighing whether to let Nvidia ship its H200 AI accelerators to China, and the headline hook is pure 2025 Washington. The Trump […]
GPUs
AI Is Eating All The DRAM: Why Memory Prices Are Out Of Control
If you have tried to buy DDR5 in the last couple of months and wondered why your memory kit suddenly costs as much as a […]
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 […]
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. […]
AMD’s RDNA 1/2 “maintenance mode” isn’t a death sentence, but the messaging was
AMD has moved its RDNA 1 and RDNA 2 GPUs into what it calls “maintenance mode,” prompting a predictable backlash from owners of Radeon RX […]
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 […]