Article Brief Key Takeaways 4 Points24s Read 01The Number–ByteDance and Tencent have each received about 10,000 Nvidia H200 accelerators. US licence terms permit up to 75,000 per approved customer. The deliveries are 13 percent of…
Bloomberg reported on July 20 that Z.ai — the Chinese lab that used to call itself Zhipu — has switched on part of a data center drawing roughly a gigawatt of power that runs, by…
The headline that crossed on June 19 was the kind that moves a stock: US officials suspect China may have gotten its hands on ASML’s most advanced chipmaking machine. For a company whose entire worth…