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. […]
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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. […]
AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?
AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]
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 […]
Qualcomm AI200 and AI250: rack-scale NPUs that want to undercut Nvidia on inference TCO
Qualcomm has spent a decade dominating smartphone and laptop SoCs. With AI200 and AI250, it wants a piece of the data center too. These new […]
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 […]
Qualcomm jumps into rack-scale AI with AI200/AI250 to undercut Nvidia and AMD on inference
Qualcomm has announced two rack-scale AI products—AI200 and AI250—marking its first serious swing at data center inference hardware. The pitch is familiar but pointed: win […]
NextSilicon Maverick-2 claims GPU-beating speeds, teases RISC-V based ‘Arbel’ chip
NextSilicon claims its Maverick-2 accelerator outperforms leading Nvidia and Intel GPUs on graph and sparse workloads, while using less power. The company also teased a […]
Jetson Thor is here — the workstation for robots, not renders
NVIDIA’s Jetson AGX Thor is now generally available, and partners are already dropping product news on top of it. Forget the humanoid demo reels for […]
Meta and Oracle pick Spectrum-X: Ethernet grows up for AI
InfiniBand die-hards won’t like this, but they’ll understand it: Meta and Oracle are standardising on NVIDIA Spectrum-X Ethernet for AI factory networking. That’s not “we […]