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1.
Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 (tomshardware.com)
2.
FOMO is why enterprises pay for GPUs they don't use — and why prices keep climbing (venturebeat.com)
3.
Why isn't AMD's MI300X competitive? (news.ycombinator.com)
4.
U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry (tomshardware.com)
5.
Tests show $30,000 AI GPUs are terrible password crackers — RTX 5090 gaming GPU outperforms Nvidia H200 and AMD MI300X (tomshardware.com)
6.
Is a $30,000 GPU Good at Password Cracking? (bleepingcomputer.com)
7.
Sony is Raising PlayStation 5 Prices Again, Between $100 and $150 (slashdot.org)
8.
Scaling Karpathy's Autoresearch: What Happens When the Agent Gets a GPU Cluster (news.ycombinator.com)
9.
Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated] (tomshardware.com)
10.
Jensen Huang says Nvidia has received orders from China and is 'restarting our manufacturing' (cnbc.com)
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