Latest about Blackwell
Gigabyte CEO explains Nvidia's potential GPU supply strategy amid crushing memory shortages
Gigabyte CEO Eddie Lin says the revenue contributed per gigabyte of GDDR7 on Nvidia graphics cards will be the key measure for which products thrive and which will be in short supply in 2026.
Analyzing Washington's new AI accelerator export rules
Premium AMD's MI325X and Nvidia's H200 could benefit, but smaller suppliers will suffer.
Nvidia details new software that enables location tracking for AI GPUs
Including tracking of physical location.
Nvidia decries 'far-fetched' reports of smuggling in face of DeepSeek training reports
DeepSeek's next priorities for training future LLM generations conveniently line up with Blackwell's biggest strengths.
Nvidia develops software-based tracking for AI GPUs to quash smuggling concerns
Officially, the capability is positioned for large CSPs as a way to manage their AI fleets.
White House senators lobby for SAFE Chips Act, which would limit leading-edge AI chip exports to China
No Blackwell and MI355X for China: H20 and MI308, but for how long?
Nvidia lobbies White House and reportedly wins loosened AI GPU export control to China
The U.S. House shelved the GAIN AI Act, blocking a rule that would have forced AMD and Nvidia to put U.S. buyers ahead of China for advanced GPUs, though Beijing's own limits blunt the impact.
China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs
AI accelerators with DRAM on top could be China's way to catch up with advanced AI accelerators.
