H100

A senior U.S. official revealed on Monday that the Chinese AI company DeepSeek is supporting the Asian nation’s military and intelligence agencies and found ways around U.S. export restrictions on advanced semiconductor chips.  The Details: DeepSeek provided AI technology that uses advanced U...

Brian Colello, Morningstar’s equity strategist, expressed a bearish outlook on Nvidia’s China business, while maintaining a positive view on its prospects in developed markets. What Happened: Colello suggested that Huawei’s competitive threat is a significant obstacle for Nvidia,...

The Donald Trump administration is reportedly considering sweeping changes to Joe Biden-era restrictions on AI chip exports. What Happened: Trump officials are weighing a significant overhaul of the Framework for Artificial Intelligence Diffusion, a rule issued in January by the U.S. Commerce...

Meta Platforms Inc (NASDAQ:META) CEO Mark Zuckerberg revealed during the company’s third quarter 2024 earnings call that Meta is developing its next-generation AI model, Llama 4, using what he described as an unprecedented computing infrastructure of more than 100,000 NVIDIA Corp (NASDAQ:NVDA...

Oracle Corp (NYSE:ORCL) shares are diving Tuesday afternoon after Elon Musk’s xAI ended talks with Oracle regarding a potential server deal. What To Know: According to a report from The Information, confirmed by Musk, Oracle and xAI have stopped discussions regarding a potential expansion of...

Nvidia Corp. (NASDAQ:NVDA) kickstarts its annual GPU Technology Conference (GTC 2024) on Monday and most analysts and industry watchers expect the company to shed light on its next-big AI chip, codenamed B100, with ‘B’ standing for Blackwell. Great Expectation: “Nvidia will blow...

Advanced Micro Devices Inc’s (NASDAQ:AMD) CEO Lisa Su has high hopes for the company’s new MI300 in terms of driving, or rather commanding, revenues. “We now expect Data Center GPU revenue to be approximately $400 million in the fourth quarter and exceed $2 billion in 2024 as...

As the global tech sector grapples with supply chain disruptions, NVIDIA Corporation (NASDAQ:NVDA) has reportedly made a bold move to triple the production of its highly sought-after H100 AI processor for the year 2024. This strategic response comes as supply chain challenges...