This week, Tesla, Inc. TSLA made a significant move by activating a 10,000-unit Nvidia Corp. (NVDA) H100 GPU cluster to accelerate the training of its full self-driving technology. Elon Musk, the ...

Elon Musk's demand for Nvidia chips has put pressure on the company to deliver. A Nvidia sales lead told colleagues in an email that their supply chain was under strain, per the Journal.

Nvidia cannot sell its H100 chips to Chinese companies under U.S. restrictions. News of the Huawei chip, reportedly still in early development, negatively impacted some U.S.-listed chip stocks on ...

Nvidia May Lose Billions as Huawei Deploys Its Fastest AI Chip Under US Export Ban. By. Sean - Apr 29, 2025. ... The current gen Ascend 910C offers around 60 percent of the Nvidia H100’s ...

Huawei hopes the Ascend 910D will outperform Nvidia’s H100 chip, the industry standard for AI training since 2022. Previous models in the Ascend line-up include the 910B and 910C.

Nvidia’s A100 and H100 chips have been the subject of export restrictions by the Biden administration, which seems specifically concerned about their use in China in military applications.

Currently, purchases under the equivalent of 1,700 Nvidia Corporation's NVDA H100 chips don't require a license—only notification. The Trump team is reportedly considering cutting that threshold ...

Some services now offer rented H100 access for under $2 per hour. The industry could be entering a period where the useful life of AI chips is reduced, Barclays analyst Ross Sandler wrote in a ...

A100, along with Nvidia’s enterprise AI chip H100, were placed under a U.S. export control list to “address the risk that the covered products may be used in, or diverted to, a ‘military end ...

Nvidia cannot sell its H100 chips to Chinese companies under U.S. restrictions. News of the Huawei chip, reportedly still in early development, negatively impacted some U.S.-listed chip stocks on ...