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Huawei's new AI CloudMatrix cluster beats Nvidia's GB200 by brute force, uses 4X the power
By Anton Shilov published
Huawei unveils AI CloudMatrix 384 system based on 384 Ascend 910C processors that can beat Nvidia's GB200 NVL72 in performance, but at the cost of efficiency.

Nvidia vows to continue making products for Chinese market
By Anton Shilov published
Nvidia CEO reaffirmed the company's commitment to serving China despite escalating U.S. export restrictions.

Lawmakers demand answers from Nvidia over suspected GPU diversions to China, company denies any wrongdoing
By Anton Shilov published
The House Select Committee on the CCP seeks to know all of Nvidia's significant clients in Asia.

Microsoft researchers build 1-bit AI LLM with 2B parameters — model small enough to run on some CPUs
By Jowi Morales published
Microsoft researchers developed a 1-bit AI model that's efficient enough to run on traditional CPUs without needing specialized chips like NPUs or GPUs.

Massive 366% chip shipment surge to Malaysia amid increased Nvidia AI GPU smuggling curbs, ahead of looming sectoral tariffs
By Anton Shilov published
Data center hub or export control avoidance?

TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out
By Anton Shilov published
TSMC plans to produce 30% of its 2nm and 1.6nm chips in Arizona as part of a its effort to transform its Fab 21 site into a major U.S. semiconductor hub.

Intel has championed High-NA EUV chipmaking tools, but costs and other limitations could delay industry-wide adoption: Report
By Anton Shilov published
Delay, but not stop.

AMD takes $800M haircut as US gov't cuts off China's AI GPU supply
By Jowi Morales published
AMD is projected to write off $800 million because of expanded export restrictions on AI chips.
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