AI chips

AMD to supply 6GW of compute capacity to OpenAI in chip deal worth tens of billions

AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry.  AMD has agreed to supply 6 gigawatts of compute capacity to OpenAI — enough to power up to 4.5 million homes — across multiple generations of its Instinct GPUs, starting with the Instinct MI450 GPU. OpenAI

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The Trump admin is going after semiconductor imports

In its latest bid to boost semiconductor production in the U.S., the Trump administration is reportedly considering a ratio-based approach that would penalize domestic manufacturers with tariffs if they don’t produce enough chips. The administration is weighing a policy that would mandate U.S. semiconductor companies to manufacture the same number of chips in the U.S. as their customers import from overseas

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The Trump administration is going after semiconductor imports

In its latest bid to boost semiconductor production in the U.S., the Trump administration is reportedly considering a ratio-based approach that would penalize domestic manufacturers with tariffs if they don’t produce enough chips. The administration is weighing a policy that would mandate U.S. semiconductor companies to manufacture the same number of chips in the U.S. as their customers import from overseas

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Huawei announces new AI infrastructure as Nvidia gets locked out of China

Tech giant Huawei unveiled new AI infrastructure meant to help boost compute power and allow the company to better compete with rival chipmaker Nvidia.   At a keynote at its Huawei Connect conference on Thursday, Shenzhen, China-based Huawei announced new SuperPoD Interconnect technology that can link up to 15,000 graphics cards, including Huawei’s Ascend AI chips, together to increase compute power.  This tech seems to be a competitor for Nvidia’s NVLink infrastructure, which facilitates high-speed communication between AI chips.   Technology like this is critical for Huawei

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China tells its tech companies they can’t buy AI chips from Nivida 

Nvidia just got shut out of the Chinese market — this time by the Chinese government instead of the US.   China’s internet regulator, the Cyberspace Administration of China, has banned domestic tech companies from buying Nvidia AI chips on Wednesday, as first reported by the Financial Times.   The agency also told tech companies including ByteDance and Alibaba to stop testing

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China tells its tech companies they can’t buy AI chips from Nvidia 

Nvidia just got shut out of the Chinese market — this time by the Chinese government instead of the US.   China’s internet regulator, the Cyberspace Administration of China, banned domestic tech companies from buying Nvidia AI chips on Wednesday, as first reported by the Financial Times.   The agency also told tech companies including ByteDance and Alibaba to stop testing and

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China says Nvidia violated antitrust regulations

Trade tensions between China and the U.S. regarding semiconductors just got even more strained. On Monday, China’s State Administration for Market Regulation ruled that semiconductor giant Nvidia was in violation of the country’s antitrust regulations, as first reported by Bloomberg. The ruling was in reference to Nvidia’s 2020 acquisition of Mellanox Technologies, a computer networking

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Intel’s chief executive of products departs among other leadership changes

Semiconductor giant Intel continues to shake up its senior leadership since Lip-Bu Tan took the helm as CEO in March. Intel announced Monday that Michelle Johnston Holthaus will depart the company after more than three decades. Johnston Holthhaus was most recently chief executive officer of Intel products and will remain a strategic adviser. The company

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