Approval of the H20 Chip: Victory or a Strategic Sedative?

Approval of the H20 Chip: Victory or a Strategic Sedative?

Recently, the approval of NVIDIA’s H20 chip to re-enter the Chinese market has sparked widespread attention and heated discussions. Some are celebrating, believing this is a timely boost for China’s AI industry, addressing the urgent shortage of computing power; others are worried, fearing this is a strategic move by the U.S., a “sedative” that numbs … Read more

NVIDIA: After AI, Robotics is the Next Trillion-Dollar Growth Opportunity!

NVIDIA: After AI, Robotics is the Next Trillion-Dollar Growth Opportunity!

NVIDIA stated that, aside from artificial intelligence (AI), robotics technology is the largest potential growth market for the chip manufacturer. “Our company has numerous growth opportunities, among whichAI and robotics technology are the two largest fields, representing trillions of dollars in growth opportunities,” NVIDIA CEO stated at the annual shareholder meeting. Over a year ago, … Read more

NVIDIA CEO Jensen Huang’s ‘Chip Diplomacy’ Amidst Geopolitical Tensions

NVIDIA CEO Jensen Huang's 'Chip Diplomacy' Amidst Geopolitical Tensions

At a critical juncture where global technology intersects with geopolitics, NVIDIA CEO Jensen Huang’s itinerary has garnered significant attention. According to insiders, Huang met with U.S. President Donald Trump at the White House on Thursday (July 10) and is set to travel to China the following day. This trip coincides with NVIDIA’s market capitalization surpassing … Read more

NVIDIA’s First Desktop Chip is Coming Soon

NVIDIA's First Desktop Chip is Coming Soon

Remember to star the public account ⭐️ to see the push notifications in time. Source: ContentTranslated fromtomshardware. VideoCardz discovered an event invitation from ASUS indicating that a physical system based on NVIDIA’s GB10 Grace Blackwell platform will be launched on July 22. ASUS plans to reintroduce its Ascend GX10 mini PC on that day. However, … Read more

NVIDIA’s First Desktop Chip is Coming

NVIDIA's First Desktop Chip is Coming

VideoCardz discovered an event invitation from ASUS indicating that a physical system based on NVIDIA’s GB10 Grace Blackwell platform will be launched on July 22. ASUS plans to reintroduce its Ascend GX10 mini PC on that day. However, the presentation revealed little about the launch timing or actual pricing, although NVIDIA had previously mentioned both … Read more

Will Shipments Exceed GPUs by 2026? The Era of ASICs Accelerates

Will Shipments Exceed GPUs by 2026? The Era of ASICs Accelerates

The global AI computing power market is focusing on the customized ASIC chip field, entering a smoke-free “wheel battle”: OpenAI is preliminarily testing some of Google’s Tensor Processing Units (TPUs); NVIDIA has officially released NVLink Fusion, directly confronting the UALink alliance composed of several tech giants.… As the customized computing power competition enters deeper waters, … Read more

Analysis of A-Share Hotspots: The Difference Between Printed Circuit Boards (PCBs) and Chips

Analysis of A-Share Hotspots: The Difference Between Printed Circuit Boards (PCBs) and Chips

Recently, the overall market has been performing well, particularly the printed circuit board sector, which has shown significant strength. The strength of printed circuit boards is primarily driven by Nvidia continuously reaching historical highs, which has raised expectations for the PCB industry. With increasing demand, the continuous rise of the PCB sector is logically supported. … Read more

Last Year’s CPO, This Year’s PCB

Last Year's CPO, This Year's PCB

Every day is filled with the terror of rising prices. NVIDIA continues to rise today, surging past the $160 mark, just a step away from a $4 trillion market capitalization, ready to break through at any moment. In the A-share market, last year the beneficiaries of NVIDIA’s supply chain were CPOs like Yi Zhongtian, but … Read more

AI ASIC Tracking – June 30, 2025

AI ASIC Tracking - June 30, 2025

AI ASIC Tracking – June 3, 2025AI ASIC Tracking – June 21, 2025 OpenAI and Google Reach Collaboration OpenAI is one of the major customers of Nvidia AI chips and has recently started leasing Google’s AI chips (TPUs) to support products like ChatGPT. This marks OpenAI’s first significant use of non-Nvidia chips. OpenAI aims to … Read more

Setting Up a Linux GPU Docker Algorithm Environment for Deep Learning with Scala 3

Setting Up a Linux GPU Docker Algorithm Environment for Deep Learning with Scala 3

We often use Linux as our algorithm server, typically using Ubuntu, CentOS, or Huawei’s Euler system. However, some small workshops directly use Windows systems as algorithm servers. If you encounter a company still deploying servers on Windows, it is advisable to stay away, as they are either inexperienced or have serious issues, which we refer … Read more