US EditionNVIDIA's High-End "Blackwell Ultra" GB300 AI Servers to Begin Shipping by September as Design Changes Ease Pressure on the Supply Chain
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7 Articles
AMD and Nvidia to Resume AI Chip Shipments to China Amid Export License Reviews - The Leaders Globe Media
White House Signals Easing of RestrictionsAdvanced Micro Devices (AMD) confirmed on Tuesday that it will resume shipments of its MI308 artificial intelligence (AI) chips to China following an announcement from the U.S. Commerce Department that it will restart reviewing export licenses. The move signals a softening of recent U.S. export controls that had restricted the flow of advanced semiconductors to China.AMD’s decision follows White House as…
NVIDIA's High-End "Blackwell Ultra" GB300 AI Servers to Begin Shipping by September as Design Changes Ease Pressure on the Supply Chain
NVIDIA's GB300 AI servers are finally expected to see volume shipments commence by September, as the supply chain has adjusted to Team Green's design changes. NVIDIA's Switch Towards the Bianca Board Has Ease The Pressure On Supply Chain, Leading to Volume Production The "Blackwell Ultra" lineup of AI servers by NVIDIA did see a hiccup when they were released in H1 2025, as Team Green introduced several design changes that the supply chain found…
Nvidia Share Price Eyes $180 as China Engagement and AI Tailwinds Fuel Gains
Nvidia (NASDAQ: NVDA) is trading higher in Friday’s pre-market session, up 0.8% to $173.91 as momentum continues to build around its expanding AI chip footprint and improving trade signals from China. The stock is on track for its eighth straight weekly gain, with bulls now setting sights on the key psychological level at $180. Nvidia Share Price Gains on Strengthening China Demand Investor focus has sharpened around Nvidia’s re-entry into the C…
Chip Industry Week in Review
The U.S. government will grant licenses to NVIDIA and AMD to again sell some AI chips — NVIDIA’s H20 GPU and AMD’s MI308 — to Chinese companies. TrendForce projects that the availability of NVIDIA chips, in particular, will create a surge in demand from Chinese AI firms and cloud service providers, and boost high-bandwidth memory (HBM) consumption. The move could raise China’s share of foreign AI chip procurement to 49% and reestablish the H20 a…
When NVIDIA started its graphic card business in the late 1990s there was great potential, but it faced ATI Technologies that also had very competent graphics. Despite ATI’s advantage at the beginning, NVIDIA only took a few years to overcome it and today we have already seen that it dominates completely in this market sector. Despite its success and great profits, it has also suffered a great loss with China, as the United States has put it har…
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