Second best not good enough, says China
Rejects scaled-down RTX 5090 AIB.
Biren bets on China’s AI silicon independence
Full-stack AI GPU play targets exponential domestic token demand.
Imagination Technologies pushes DXD into PC gaming
If successful, it could mean a third player to challenge Nvidia and AMD’s duopoly.
China builds exascale supercomputer without GPUs
Homegrown LX2 processors power China’s exascale independence play.
Data center build-out in China
Big commitments but subject to reality.
Sunrise releases next-generation inference GPU, Qiwang S3
Is shifting its architecture toward inference-first design.
Nvidia may now sell to China
China may not let Nvidia in.
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.