With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Reuters, citing The Information, reports the AI chip giant has told Chinese clients that H20 supplies are running low, while TSMC has already shifted its reserved production lines—making restocking a ...

Huawei is reportedly set to unveil its CloudMatrix 384 system for the first time at the 2025 World Artificial Intelligence Conference (WAIC), which opens on the 26th in Shanghai, according to Economic Daily News. As highlighted by Tom’s Hardware, the CloudMatrix 384 is a rack-scale AI system compo...

SOCAMM, dubbed “the next HBM"  is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...

With the U.S. approving NVIDIA’s return to H20 sales in China, chatter among Chinese distributors is picking up. According to Cailian Press, the move mainly clears out existing H20 stock and won’t affect the launch of newer Blackwell-based GPUs in the second half of 2025. Meanwhile, Reuters r...

During Jensen Huang’s visit to Beijing, NVIDIA revealed that the AI chip giant plans to restart sales of its H20 AI accelerator in China, after receiving assurances from the U.S. government that export licenses will be granted, according to Bloomberg. Notably, as per South Korean media outlet B...