Nvidia Is Ensnared In Sad Politics Informed By Much Worse Economics
4 Articles
4 Articles
Breakingviews - Nvidia crisis may hurt China more than it helps
Jensen Huang’s affair with an alleged Chinese spy puts a spotlight on governance at the $4.5 trln chipmaker he leads, with fallout for customers from Anthropic to Alibaba. The distraction may help rival Huawei but Beijing has more to lose if Washington tightens export controls.
Nvidia Would Impose a 51% Quota on Its Clouds While the Price of B300 Racks Is Skyrocketing in China
Nvidia would have asked its cloud partners to reserve at least 51% of their services for non-Chinese customers, while China’s laboratories compete for AI’s GPU and look for foreign capacity. Pressure on supply is also reflected in prices: a B300 rack that would be around $600,000 in international markets would have reached $2.8 million in China.
Nvidia cracks down on overseas cloud AI GPU rentals for China — partners face 51% non-Chinese quota as black market B300 rack prices surge to $2.8 million
Nvidia may cap cloud partners’ Chinese business at 49% as Chinese firms buy up more than 1 million gaming and workstation GPUs.
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