China ditch US AI chip, Beijing has required Chinese tech companies to justify orders for H20 chips, promoting domestic alternatives like Huawei and Cambricon. Bloomberg reported that relevant ministries recently issued a notice to domestic companies, advising them to avoid using Nvidia’s H20 chips, designed specifically for the Chinese market, particularly in government and critical infrastructure sectors.
Tag: NVDA
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
How does Applied Digital make money?
Applied Digital is able to build a next-generation data center that supports the demands of artificial intelligence and high-performance computing. Its key features are high efficiency, scalability, and low energy costs. Electricity prices in North Dakota, where the company is based, are 24% lower than the national average, significantly reducing operating costs and enhancing its competitiveness.
How Astera Labs, AI high-speed transmission expert, make money?
Astera Labs specializes in connectivity solutions for data center-centric systems, including cloud computing, artificial intelligence and machine learning. Its products optimize data flow and performance in servers, GPUs and AI accelerators, addressing bottlenecks in high-performance computing environments.
A must-read for Nvidia investors＂The Thinking Machine＂
＂The Thinking Machine＂ is about the founding history of Nvidia, Jensen Huang personal biography, and how Nvidia evolved and grew into the world’s most important chip manufacturer. The author actually interviewed hundreds of people who were directly related to the founding of Nvidia or Huang Renxun at the time, and all of them are first-hand interview records. If you are an investor in Nvidia stocks, it is recommended that you take the time to read this book.
Reciprocal tariff and forex impact to investors
The Forex fluctuations caused by the reciprocal tariffs initiated by Trump and the impact on countries around the world have caused the U.S. stock market to fall into a bear market. Major large-scale listed companies have experienced a sharp drop in stock prices of more than 20% due to reciprocal tariff and forex.
Magnificent Seven are experiencing a rare dark time
2025 is destined to be a painful year for the Magnificent Seven, and it seems that it has just begun. The share prices of the Magnificent Seven led the market decline, which is rare in history.
How GPU farms CoreWeave make money?
CoreWeave’s main business is selling access to data centers and Nvidia’s high-performance GPU chips, which have become the most sought-after resources in the race to develop AI applications.
The famous Chinese founder and CEO of semiconductor companies
A large proportion of Chinese descent in world top chip companies, But you may have discovered the proportion of leaders of global semiconductor companies from mainland China is very low. Why?
AI Agent will be the next wave of software industry
AI Agent is a program that can perform long-term tasks with little need for human supervision during the execution of the task