|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
26.01.26 - 00:48
|
The ASIC server wars begin as Nvidia squeezes the margins (Digitimes)
|
|
|
ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the largest volumes of GPU-based systems. However, as Nvidia tightens its control over the supply chain through high server prices and increasingly standardized specifications, gross margins across the ecosystem are coming under pressure. Competition for ASIC server orders is intensifying as suppliers seek to protect and improve profitability....
|
|
|
|
|
|
|
|
|
|
|
25.01.26 - 15:42
|
China Opens Door to Nvidia H200 Chips But Questions Outnumber Answers (24/7 Wall St.)
|
|
|
China has reportedly indicated willingness to approve NVIDIA (NASDAQ:NVDA) H200 chips for import. The timing, conditions, and competitive dynamics present a complex situation for the company's China market strategy. The Approval That Isn't Really an Approval Jensen Huang is currently in Shanghai. China is “poised to approve” H200 imports. Questions remain about whether this represents ... China Opens Door to Nvidia H200 Chips But Questions Outnumber Answers
The post China Opens Door to Nvidia H200 Chips But Questions Outnumber Answers appeared first on 24/7 Wall St.....
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
