NVIDIA

Nine Leading Stocks with Both Google TPU and NVIDIA PCB and Optical Module CPO Hardware Computing Power Concepts

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Nine Leading Stocks with Both Google TPU and NVIDIA PCB and Optical Module CPO Hardware Computing Power Concepts

Nine Leading Stocks with Both Google and NVIDIA PCB and Optical Module CPO Hardware Computing Power Concepts Huadian Co., Ltd. (002463) Collaboration with NVIDIA:Huadian Co., Ltd. is a core PCB supplier for NVIDIA’s high-end AI servers (such as GB200). Additionally, NVIDIA has included Huadian as a core supplier for the Rubin platform (GB300). Collaboration with … Read more

Insights on AI Hotspots: The Ongoing Chip War – The Rise of Google’s TPU and NVIDIA’s Anxiety

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Insights on AI Hotspots: The Ongoing Chip War - The Rise of Google's TPU and NVIDIA's Anxiety

The “New Normal” of the Chip War: The Rise of Google’s TPU and NVIDIA’s “Anxiety” Introduction: A Trillion-Dollar Market Shock Triggered by “Rumors” Recently, a report surfaced that tech giant Meta is in talks with Google to deploy Google’s self-developed Tensor Processing Units (TPUs) in its data centers starting in 2027. This news struck the … Read more

NVIDIA Responds to Google’s Chip Threat

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NVIDIA Responds to Google's Chip Threat

On November 26, Beijing time, NVIDIA rarely responded to market concerns about its dominance in the AI chip sector being threatened. “We are pleased with Google’s success—they have made significant progress in the field of artificial intelligence, and we continue to supply to Google,” NVIDIA stated in a post on the X platform. “NVIDIA leads … Read more

The Changing Landscape of AI Chips: Google’s TPU Challenges NVIDIA’s Dominance

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The Changing Landscape of AI Chips: Google's TPU Challenges NVIDIA's Dominance

Reshaping the Market Landscape: The Strong Rise of Google’s TPU Google is collaborating with Broadcom to develop the TPU v7p, set to launch in 2026. The new generation Ironwood TPU can connect up to 9,216 chips in a single cluster, addressing data bottlenecks for complex models. This technological breakthrough directly impacts NVIDIA’s market position, causing … Read more

How Many PCBs Does an AI Server Really Need?

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How Many PCBs Does an AI Server Really Need?

Click the above “Mechanical and Electronic Engineering Technology” to follow usWhen it comes to AI servers, many people may find them mysterious, but in fact, they are composed of various components just like the electronic devices we use in our daily lives, including PCBs—printed circuit boards. PCBs are as crucial in electronic devices as the … Read more

Linus Torvalds Reveals the Survival Rules for Programmers in the AI Era

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Linus Torvalds Reveals the Survival Rules for Programmers in the AI Era

Linus Torvalds, the father of Linux, provided a very realistic response during a recent interview discussing the wave of AI, the rise of GPUs, and the future of programmers: The greatest success of Linux is its “boring” nature. The rise of AI has not weakened Linux; instead, it has made Nvidia the most active kernel … Read more

Broadcom: The Biggest Beneficiary of Major Tech Companies’ In-House Chip Development

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Broadcom: The Biggest Beneficiary of Major Tech Companies' In-House Chip Development

If major tech companies, excluding Nvidia, accelerate their in-house chip development with Google as a benchmark, who stands to benefit? It is Broadcom. Broadcom specializes in taking on in-house orders from these giants, and if more of them increase their in-house development ratio, Broadcom’s performance will not be poor. . In the real world, tech … Read more

NVIDIA H200 Set to Be Unrestricted in China? Easing of US Chip Regulations Could Transform the AI Industry Landscape

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NVIDIA H200 Set to Be Unrestricted in China? Easing of US Chip Regulations Could Transform the AI Industry Landscape

Recently, a piece of news regarding the US chip regulation policy has stirred the global tech community—according to Reuters, the Trump administration is internally discussing the possibility of allowing NVIDIA to export its “game-changing” AI chip H200 to China. As a core controlled product under the US export ban on AI chips to China, if … Read more

Major Developments in Chinese Chip Industry: Urgent White House Meeting Signals End of Good Times for Western Giants

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Major Developments in Chinese Chip Industry: Urgent White House Meeting Signals End of Good Times for Western Giants

Major developments in the Chinese chip industry have emerged! An urgent meeting was held at the White House late at night, with foreign media reporting that the good times for Western giants are coming to an end! In the ubiquitous electronics markets, the myriad of mobile phones, computers, and smart devices all rely on a … Read more

Impact of NVIDIA H200 Chip’s Easing of Restrictions on China

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Impact of NVIDIA H200 Chip's Easing of Restrictions on China

THANK YOUClick the blue text to follow us Recently, foreign media such as Reuters reported that the Trump administration is considering approving the sale of NVIDIA’s H200 artificial intelligence chip to China, and the related export control policy adjustments have entered the review stage. However, no final decision has been made yet, and changes are … Read more