Elon Musk is on a roll hyping Tesla's AI5 chip, claiming that it's on par and sometimes better than Nvidia Hopper chips that ...

There's still somewhat of a market for Nvidia's Hopper chips, which generated $2 billion in revenue during the October quarter, according to CFO Colette Kress. It's been 13 quarters since that ...

TL;DR: NVIDIA is reducing production of its B40 AI GPU for China from 1.5-2 million to 900,000 units in 2025, as Chinese AI firms favor RTX 5090 gaming GPUs, Hopper AI chips, and local alternatives.

Chinese firms have ordered 2 million H200 chips, say sources Their demand for the chips far exceeds inventory with Nvidia, say sources TSMC expected to start work on expanded output in Q2 2026, says ...

China tech policy, what export controls have achieved so far, and why timing now matters more than chip generations.

Let's talk about the latest AI models, which are mostly powered by something called a "Mixture of Experts" design. Mixture of Experts (MoE) is a form of model sparsity, but we'll talk about that more ...

London, November 6, 2025 — Nebius (NASDAQ: NBIS) today unveiled its first deployment of NVIDIA Blackwell Ultra AI infrastructure in the UK. Powered by NVIDIA Blackwell Ultra GPUs and NVIDIA ...