Nvidia
Moonshot AI accused of stealing US technology and using banned Nvidia chips
White House officials allege that Moonshot AI utilized distillation to train its system and acquired restricted Nvidia servers to bypass trade controls. These claims arrive as the administration considers potential sanctions ahead of planned diplomatic meetings.
Alibaba faces tighter US AI chip export controls, cloud growth at risk
Alibaba's cloud-centric AI strategy faces pressure as U.S. regulators tighten access to Nvidia chips while Beijing considers new export rules for AI models.
Apple briefly overtakes Nvidia as world’s most valuable company
Apple's market capitalization briefly eclipsed Nvidia's as the company gained momentum ahead of its fiscal third-quarter earnings report on July 30.
Watts Up With That? - Wikipedia
This article examines the history of the blog Watts Up With That, alongside industrial shifts in data center cooling technology and the complexities of COP29.
Hon Hai reports surging quarterly sales driven by strong AI demand
The electronics manufacturer’s quarterly results underscore significant capital expenditure in AI infrastructure. Hon Hai continues to play a key role in the global supply chain by assembling servers for clients like Nvidia.
AI token spending index falls 20% signalling loss of pricing power
A nearly 20% drop in the Silicon Data LLM Token Expenditure Index suggests that cost-sensitive users are tightening usage as the gap between investment and sales widens.