Subject


Nvidia


2025-03-28

[News] China’s Major Server Maker Reportedly Warns of NVIDIA’s H20 Shortage, with Uncertainty Ahead of April

While China’s new energy-efficiency rules may raise concerns for NVIDIA, a latest Reuters report suggests that according to H3C, one of China’s biggest server makers, the H20 chip is in high demand and hard to find. Reuters, citing a notice from H3C, notes that H20’s international supply ch...

2025-03-28

[News] Intel’s Comeback? NVIDIA and Broadcom Reportedly Eye 18A, with a Boosted Version in the Works

With Lip-Bu Tan as Intel’s new CEO, aiming to restore its chipmaking edge and build a top-tier foundry, Team Blue’s 18A is gaining traction. Tom’s Hardware, citing guru, notes that NVIDIA and Broadcom, the world’s two top AI chip firms, are eyeing Intel’s 18A process. The reports indica...

2025-03-27

[News] NVIDIA’s H20 Sales in China Threatened by Beijing’s New Green Rules, Revenue at Risk

A report from Commercial Times, citing Financial Times, notes that China’s National Development and Reform Commission (NDRC) has introduced new energy-efficiency guidelines, urging companies to use compliant chips when building or expanding data centers. If these new regulations are strictly enfor...

2025-03-27

[News] U.S. AI Chip Controls Are Coming— A Breakdown of the Tiered Restrictions

The U.S. government’s new tiered AI chip export restrictions—known as the AI Diffusion Rule—are set to officially take effect on May 15. According to Liberty Times, the regulation is expected to significantly impact major U.S. tech companies’ plans to invest in overseas data centers. As h...

2025-03-25

[News] NVIDIA GB300 Ignites Supercapacitor Push Among Leading Taiwanese Suppliers

At GTC 2025, NVIDIA unveiled its latest GB300 server, which is expected to launch in the second half of 2025. According to Central News Agency, the integration of supercapacitor into its power system design has become a key highlight. The report points out that several global companies—includin...

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