China’s GPU hopefuls hit the public markets with big multiples, while Nvidia hangs on
MetaX pops ~700% on debut, as China’s GPU trade builds, but Nvidia remains the buyer’s choice.
If AMD and Nvidia can sell chips to China, will it be profitable?
A 25% cost-of-goods hit comes out of the gross margin.
Moore Threads files IPO, raises $1.1 billion
Will that be enough to put them in league with AMD or Nvidia?
AMD will pay Trump’s protection money
The company is willing to pay 15% tax on AI chip shipments to China.
Xiang Di Xian introduced its Fuxi A0 GPU
Based on Imagination Technologies’ DXD IP.
Interview with SiFive’s John Ronco
What next for SiFive?
AI processor sales are moving all the needles
Investments in infrastructure exceeding trillions of dollars.
Nvidia’s new B30A chip
Targeted for Chinese market amid regulatory constraints.
Chinese AI GPU needs and ambitions
Will Nvidia be a minority player in five years?
The turbulence of traffic and transactional tremors
Washington plays games with the AI suppliers.
China loves Nvidia
China distrusts Nvidia.
China’s domestic AI alliances
Forms two AI alliances, reducing foreign tech dependence.