Chinese tech firms are paying nearly $1 million each for Nvidia's B300 servers, almost double the U.S. price, due to U.S. export restrictions and a crackdown on chip smuggling. The B300 servers, powerful AI inference machines, are not officially sold in China, causing a tight supply and high prices. Despite restrictions, Nvidia holds about 55% of China's AI chip market, while domestic competitors try to gain ground. The surge in Chinese AI usage is driving demand, with token usage rising sharply in early 2026.
Nvidia has successfully signed Toyota, Fanuc, Kioxia, and five other leading Japanese industrial companies into its physical AI coalition this week. This move highlights Nvidia's expanding influence in the AI sector and its strong partnerships with k...
Nvidia has signed agreements with eight leading Japanese industrial companies, including Toyota, Fanuc, and Kioxia, to join its Physical AI Coalition. This move strengthens Nvidia's position in the industrial AI market and confirms $1 trillion in dem...
Chinese AI startup Moonshot AI's rapid rise with its open-weight Kimi K3 model, which competes with US models, has sparked debate over the practice of AI distillation. Distillation uses outputs from advanced AI models to train others, raising concern...
Mag-7 companies are forecasted to see earnings growth of 32.2% in the second quarter, compared to 26.0% for the S&P 500, marking the smallest growth difference since 2023. Nvidia is the primary driver, responsible for nearly 65% of the group's earnin...
SK Group and NVIDIA have announced a $500 billion-plus partnership to develop AI infrastructure, including a 2-gigawatt AI factory by SK Telecom using NVIDIA's DSX platform and Vera Rubin accelerated computing. This initiative aims to meet growing gl...
