Gpu

Meta's $100B AMD Bet Is a Direct Shot at Nvidia

Meta's $100B AMD Bet Is a Direct Shot at Nvidia

Meta and AMD signed a 6-gigawatt, multi-year GPU pact worth up to $100B - announced days after a separate Nvidia expansion, signaling Meta's deliberate strategy to break single-vendor dependence in AI compute.

US Weighs 75K-Chip Cap on Nvidia H200 Sales to China

US Weighs 75K-Chip Cap on Nvidia H200 Sales to China

The Trump administration is considering limiting Chinese companies to 75,000 Nvidia H200 GPUs each - less than half what Alibaba and ByteDance want - while zero chips have shipped despite months of export approvals.