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24.10.26 - 03:48
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Nvidia rejects near-term memory glut fears, leaves CXMT cooperation open (Digitimes)
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Nvidia CEO Jensen Huang said the company did not expect memory supply to exceed demand in the coming years and remained open to working with China's ChangXin Memory Technologies (CXMT). The comments, made during the GTC Berlin conference and reported by CNBC, came as falling market valuations for memory manufacturers and new Chinese dynamic random-access memory (DRAM) developments intensified concerns about oversupply....
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24.10.26 - 03:00
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China′s AI compute surge heavily reliant on US chips, offshore cloud access: report (SCMP)
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China's access to artificial intelligence computing power will double next year, but US-designed chips will account for about 65 per cent of that capacity, an indication of its continued reliance on foreign hardware, according to new research.
Total compute available to Chinese entities was expected to expand in 2027 from about 4.6 million to 8.8 million “H100-equivalents” – a metric benchmarked against Nvidia's data-centre graphics processing units, according to a report by the Washington-based......
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