Nvidia invests $5 billion in Intel, forming a strategic alliance to co-develop PC and data center chips. This partnership aims to boost Intel and fuse Nvidia's AI dominance with Intel's x86 architecture, laying the groundwork for future computing.
China Unicom has built a large data center using AI chips from Alibaba and others to reduce reliance on foreign technology.
China banned Nvidia AI chips (RTX Pro 6000D, H20) for top tech firms like ByteDance & Alibaba. This boosts its domestic chip industry as local AI chips are now seen as comparable or better than Nvidia's allowed models. Companies must now use homegrown solutions.
Nvidia's new China AI chip (RTX6000D) faces low demand due to high cost & low performance. Firms await better chips (H20, B30A) amid US export bans & China's push for domestic alternatives. Beijing also has anti-monopoly & information risk concerns.
CoreWeave scored a $6.3 billion cloud deal with Nvidia! Nvidia will buy CoreWeave's unused cloud capacity until 2032, deepening their partnership. Nvidia also owns a stake in CoreWeave and supplies its GPUs, easing concerns about CoreWeave's data center costs.
China found Nvidia violated anti-monopoly laws over its 2020 Mellanox acquisition, breaking conditional approval terms. Beijing continues its probe, raising tensions during ongoing US-China trade talks.
