NVIDIAs

That the US authorizes Nvidia’s H200 to reach China is not a concession, but a plan. They prefer money to competition

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The chip war between China and the US has mutated from a blockade to a commercial transaction. Donald Trump has announced that he will allow Nvidia export its high-performance H200 chips to China. The authorization carries an unprecedented condition: the US government will receive a 25% commission about these sales. This “reverse tariff” transforms China … Read more

Google’s TPUs are the first big sign that NVIDIA’s empire is faltering

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It was 2013 and Jeff Dean, one of the directors of Google, he realized something along with your team: if each Android user used their new voice search option for three minutes a day, the company would have to double the number of data centers to cope with the computational load. At the time, Google … Read more

The US vetoed NVIDIA’s most powerful chips in China. I didn’t count on an unexpected problem: Indonesia

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NVIDIA is at the center of the technological war between China and the United States. After the blockadethe US allowed the company sell a version of its H20 chips specific for the Chinese market, but the most powerful chips, The Blackwells are still banned in China. Or so we believed. What is happening. Donald Trump … Read more

Everyone is developing chips that compete with NVIDIA’s. They are in the wrong race

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Qualcomm advertisement on Monday that it is working on AI accelerator chips, which means there will be new competition for NVIDIA. The company that dominates the AI ​​hardware landscape is seeing a large group of competitors try to erode that position, but the problem for all of these companies is not the chips, but something … Read more

Huawei already has his best strategy to end Nvidia’s domain in China

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In early 2025 NVIDIA had a fee in the Chinese chip market for artificial intelligence (AI) of nothing less than 95%. However, during the last weeks has dropped to 50%. This abrupt decrease is largely due to the export restrictions of chips for the The US government has imposedalthough it is also caused by the … Read more

Intel pull the towel with the chips for ia. Its general director acknowledges that Nvidia’s advantage is insurmountable

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“I think it is too late for us (to achieve the position of Nvidia in the field of artificial intelligence), Although we have other opportunities in this market (…) twenty or thirty years ago we were leaders. Now the world has changed. We are not among the ten main semiconductor companies. We have to be … Read more

NVIDIA’s story is that of a survivor when all its competitors disappeared or were bought

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In 1998 NVIDIA was on the verge of go bankrupt. The rivalry that graphics chip manufacturers sustained during the 90s of the last century and the first decade of the current one killed many of them. In fact, as Tae Kim explains to us in the highly recommended essay book ‘The NVIDIA Way’only the company … Read more

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