Expect strong Nvidia results to keep the stock moving higher: UBS
In their model, UBS has adjusted their revenue estimate for Nvidia's fourth fiscal quarter from approximately $37.3 billion to around $38.9 billion. This includes the expectation of mid-teens ...
unite7d
Huawei’s Ascend 910C: A Bold Challenge to NVIDIA in the AI Chip Market
The Artificial Intelligence (AI) chip market has been growing rapidly, driven by increased demand for processors that can ...
Benzinga.com29d
What's Going On With Nvidia Stock On Monday?
Nvidia's tailored A800, H800, and H20 chips remain critical for AI growth, with 1 million H20 chips potentially generating $12B in sales. A government-backed think tank in China has recommended ...
tom's Hardware on MSN13d
Despite US sanctions, China has enough AI processors to build the world's largest AI training cluster: Report
Despite export restrictions, enough AI processors have been smuggled into China to build world-class AI supercomputers.
scmp.com29d
Chinese think tank recommends Nvidia chips for data centres, warning of high transfer costs
“If the conditions allow, [data centres] can choose [Nvidia’s] A100 and H100 high-performance computing units. If the need for computing power is limited, they can also choose H20 or alternati ...
TweakTown29d
Analyst says NVIDIA Blackwell GPU production volume will hit 750K to 800K units by Q1 2025
NVIDIA's ramp into Blackwell appears to be "quite ... The firm also expects Hopper volume (including H200 and H20) to be around 1.5M units in Q4 2024, gradually ramping down to 1M units in Q1 ...
heise online20d
Chinese chips: SMIC does not have enough 7-nanometer capacity for Huawei
They are an alternative to Nvidia's China version H20. TSMC manufactured the previous Ascend 910 for Huawei, but the chip contract manufacturer is no longer allowed to produce for Huawei due to ...
Seeking Alpha28d
Nvidia: Q4 Guidance Will Be Next Inflection Point
Nvidia’s share price has been stagnant over ... increase again after the successful launch of the company’s H20, L20, and L2 GPU product line, which complies with the U.S. government’s ...
Digi Times13d
China pushing domestically developed AI chips and deployment of RISC-V structure, says DIGITIMES Research
DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, ...
The Asset10d
China, US chip self-sufficiency still unachieved
For the last two years, the US and China have been working towards self-sufficiency in microchips – a critical industry ...
CounterPunch5d
In Fencing China Out is Washington Fencing Itself In?
Although its H20 chips fall short of Nvidia’s H200, innovative local firms are rapidly narrowing the gap. Meanwhile, U.S. attempts to regulate global trade through restricted entity lists has proven ...
Hosted on MSN29d
Move aside H100, Huawei wants Chinese hyperscalers to use its new Ascend AI chip instead of Nvidia's workhorse, but it's going to be tough
Companies like ByteDance and Alibaba, which rely on high-end processors for their AI operations, have been forced to turn to lower-spec GPUs like Nvidia’s H20 or seek domestic alternatives.