Subject


GPU


Huawei
2024-05-24

[News] NVIDIA Reportedly Facing Price Cut Pressure of H20 Chip in China Amid Competition with Huawei

In response to US export bans, NVIDIA, the global leader in AI chips, has commenced to sell H20, its AI chip tailored for the Chinese market earlier this year. However, an oversupply caused the chip to be priced lower than its rival, Huawei, in some cases even at an over 10% discount, according to t...

2024-05-20

[News] CoWoS Production Capacity Reportedly Falls Short of GPU Demand

The world's four major CSPs (Cloud Service Providers) – Microsoft, Google, Amazon, and META – are continuously expanding their AI infrastructure, with their combined capital expenditures projected to reach USD 170 billion this year. According to the industry sources cited in a report from Commer...

2024-05-09

[News] Rising Chinese GPU Contender Emerges? Achieving Local GPU Production in Three Years, Claims “Outperforming AMD”

The latest challenger has emerged in the battle for dominance in China's GPU and graphics card market. China's LinJoWing has unveiled its self-developed second-generation graphics processing chip, the GP201, reportedly boasting performance metrics surpassing that of AMD's E8860 embedded graphics ca...

2024-04-22

[News] Japan’s Sakura AI GPU Procurement Reportedly Increases Fivefold, Including Purchase of NVIDIA B200

Japanese digital infrastructure service provider Sakura Internet, backed by government subsidies, is enhancing its cloud services for generative AI. According to a report from MoneyDJ, Sakura Internet's procurement of GPUs is set to increase fivefold from the initial plan, with purchases including N...

2024-04-19

[News] Microsoft Reportedly Stockpiling AI Chips to Boost Hardware Capability

According to sources cited by the American news outlet Business Insider, Microsoft plans to double its inventory of GPUs to 1.8 million, primarily sourced from NVIDIA. Having more chips on hand will enable Microsoft to launch AI products that are more efficient, faster, and more cost-effective. T...

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