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Nvidia GTC and ASICs, The Energy Constraint, The Pareto Frontier – Stratechery by Ben Thompson

Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls – Stratechery by Ben Thompson

Theautonewspaper.com by Theautonewspaper.com
16 April 2025
in Corporate Strategy
0
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It seems that Nvidia won’t ever be allowed to promote AI accelerators to China once more, even crappy ones, whereas Huawei makes its personal supercomputer with outdoors assist.

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