GoKawiil - Tech News

1.

China bans foreign AI chips from state-funded data centers, report claims — crackdown would include removing Nvidia, AMD, and Intel chips from builds in early stages (tomshardware.com)

2025-11-05 | by Luke James | related products | tags: china, chinese, market

2.

SK hynix reveals DRAM development roadmap through 2031 — DDR6, GDDR8, LPDDR6, and 3D DRAM incoming (tomshardware.com)

2025-11-05 | by Anton Shilov | related products | tags: hynix, memory, nvidia

3.

China and America's AI war isn't just about compute, it's about energy — energy subsidies promote homegrown chip push, amid data center energy squeeze (tomshardware.com)

2025-11-05 | by Jon Martindale | related products | tags: china, chinese, energy

4.

The Big Short Guy Just Bet $1 Billion That the AI Bubble Pops (futurism.com)

2025-11-05 | by Victor Tangermann | related products | tags: bubble, burry, market

5.

Echoing Trump's sentiments, America's finance chief Bessent says the most advanced AI GPUs are restricted to home soil - China can have Blackwell chips once they're outdated (tomshardware.com)

2025-11-04 | by Hassam Nasir | related products | tags: bessent, blackwell, china

6.

Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir (news.ycombinator.com)

2025-11-04 | by Hyunsoo Rim | related products | tags: bets, burry, disclosed

7.

Hot AI stocks Nvidia and Palantir are falling today. Here’s why (feeds.feedburner.com)

2025-11-04 | related products | tags: adjacent, adjacent companies, ai boom

8.

Chinese provinces offer steep power discounts to AI companies using China-made chips — country continues its aggressive push towards AI independence and homegrown silicon (tomshardware.com)

2025-11-04 | by Bruno Ferreira | related products | tags: chinese, chip, chips

9.

2008 financial crisis prophet bets against the AI bubble with potential $1 billion payout — Michael Burry reveals put options on Nvidia and Palantir (tomshardware.com)

2025-11-04 | by Mark Tyson | related products | tags: ai bubble, burry, financial

10.

Alex Karp blasts 'Big Short' investor Michael Burry as 'bats--- crazy' for bets against Palantir, Nvidia (cnbc.com)

2025-11-04 | by Yun Li John Melloy | related products | tags: burry, filing, karp

11.

Nvidia, Deutsche Telekom strike €1B partnership for a data center in Munich (techcrunch.com)

2025-11-04 | by Ram Iyer | related products | tags: deutsche, deutsche telekom, nvidia

12.

OpenAI’s $1T IPO: a Split from Nvidia’s Costly AI Dominance? (techreport.com)

2025-11-04 | by Monica J. White | related products | tags: energy, hardware, nvidia

13.

Nvidia stock climbs 2% as U.S. approves chip sale to the UAE under Microsoft deal (cnbc.com)

2025-11-03 | by April Roach | related products | tags: advanced, chips, licenses

14.

Nvidia Just Hit a Record-High Market Value — Now a Leading Analyst Says It's Poised to Go Even Higher (feeds.feedburner.com)

2025-11-03 | related products | tags: capital, loop, loop capital

15.

OpenAI Signs $38 Billion Deal With Amazon (wired.com)

2025-11-03 | by Will Knight | related products | tags: amazon, deal, infrastructure

16.

Nvidia adds nearly $100B in market cap in a matter of days. Here is what's going right (cnbc.com)

2025-11-03 | by Zev Fima | related products | tags: club, nvidia, south

17.

OpenAI signs massive AI compute deal with Amazon (arstechnica.com)

2025-11-03 | related products | tags: amazon, computing, deal

18.

Nvidia stock climbs 3% as U.S. approves chip sale to the UAE under Microsoft deal (cnbc.com)

2025-11-03 | by April Roach | related products | tags: advanced, chips, licenses

19.

Blackwell GPU's exclusion from high-level trade talks highlights deepening AI ecosystem rift between nations — China aims to build sovereign hardware and software systems without Nvidia (tomshardware.com)

2025-11-03 | by Luke James | related products | tags: blackwell, china, nvidia

20.

Trump says no Blackwell chips to be sold to China — Nvidia re-entry into Beijing nixed despite temporary trade truce (tomshardware.com)

2025-11-03 | by Hassam Nasir | related products | tags: blackwell, china, gpus

21.

Intel Is Losing Ground in the High-End CPU Segment. Can the US Government Save the Legacy Company? (techreport.com)

2025-11-03 | by Monica J. White | related products | tags: chips, cpus, intel

22.

Nvidia’s $100B Bet on OpenAI: Fueling the AI Boom or Overheating the Grid? (techreport.com)

2025-11-03 | by Monica J. White | related products | tags: centers, nvidia, openai

23.

Can AMD Finally Challenge Nvidia? Inside OpenAI’s $10B Bet (techreport.com)

2025-11-03 | by Monica J. White | related products | tags: deal, hardware, market

24.

xAI’s Next Leap: AI That Understands the World Around It (techreport.com)

2025-11-03 | by Monica J. White | related products | tags: models, nvidia, real

25.

Nvidia’s Blackwell Wafer: The First Step Toward Onshored AI Chipmaking (techreport.com)

2025-11-03 | by Monica J. White | related products | tags: arizona, blackwell, chip

26.

Why the 'Mag 7 is too much of the market, get out' is money-losing, false narrative (cnbc.com)

2025-11-02 | by Jim Cramer | related products | tags: apple, market, nvidia

27.

CrowdStrike & NVIDIA’s open source AI gives enterprises the edge against machine-speed attacks (venturebeat.com)

2025-11-01 | related products | tags: models, nvidia, open

28.

Wall Street Analyst Warns That Nvidia Is Facing Serious Trouble (futurism.com)

2025-10-31 | by Joe Wilkins | related products | tags: ai, bubble, financial

29.

Samsung is using NVIDIA chips to build its new AI chip factory (engadget.com)

2025-10-31 | related products | tags: 000, ai, gpus

30.

Nvidia expands AI ties with Hyundai, Samsung, SK, Naver (techcrunch.com)

2025-10-31 | by Kate Park | related products | tags: ai, industry, naver