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K
Nvidia restarts H200 AI chip sales in China after receiving regulatory approval for major tech firms like Tencent and Alibaba with new...
Wednesday at 11:42 PM
T
Also the recycling problem. On earth data center dispose old hardware every few years，how do they do that in space
Wednesday at 8:32 PM
Y
China is strong in discrete devices for military equipments, here is a list generated by Doubao(AI)
Major Chinese Manufacturers of...
Wednesday at 8:06 PM
F
Yeah, cooling being radiation-limited, and also heating from the Sun, Earth, and elsewhere.
At the end, he acknowledges we haven't...
Wednesday at 8:02 PM
F
Conclusion，putting data center into space doesn't work well with thermodynamics
Wednesday at 7:44 PM
T
Conclusion，putting data center into space doesn't work well with thermodynamics
Wednesday at 7:40 PM
Nvidia restarts H200 AI chip sales in China after receiving regulatory approval for major tech firms like Tencent and Alibaba with new...
Wednesday at 7:26 PM
F
I would put Cerebras in the path to success category, but they still might need the major partnering tie-in, like Amazon, to go the...
Wednesday at 7:03 PM
F
The question is, to me, is any start-up chip designer successful in the AI market who is not partnered with a major player (cloud...
Wednesday at 7:02 PM
F
Is there an implied exclusivity? The use of the term "primary" begs the question of when they would go the secondary or further.
Wednesday at 6:26 PM
Samsung is also considering HBM "relief" like Groq and HBF.
Wednesday at 5:50 PM
R
It is not impossible for China to manufacture these products; the only possible shortcomings may be in three aspects: size, cost and...
Wednesday at 5:41 PM
F
Samsung is also considering HBM "relief" like Groq and HBF.
Wednesday at 5:40 PM
F
What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
Wednesday at 5:39 PM
Gamers Nexus recent research and video on the topic of "The DRAM Cartel" seems appropriate here:
THE DRAM CARTEL: With absurd RAM...
Wednesday at 3:44 PM
Like.
Nvidia restarts H200 AI chip sales in China after receiving regulatory approval for major tech firms like Tencent and Alibaba with new...
Daniel Nenni posted the thread Nvidia H200 Sales China Approval and Strategic Groq AI Hardware Adaptation for Artificial Intelligence Markets in 2026 in SemiWiki Main Forum ( Ask the Experts! ).Nvidia restarts H200 AI chip sales in China after receiving regulatory approval for major tech firms like Tencent and Alibaba with new...
Xebec reacted to Fred Chen's post in the thread Samsung and SK hynix are scaling back their DRAM expansion plans: Is there concern about potential overcapacity? with