Chinese tech giants Alibaba and ByteDance are moving AI training to Southeast Asia to skirt US bans on top-tier Nvidia chips.
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"Blackwell Sales Are Off the Charts" for Nvidia -- and Worryingly, so Is Its Customer Concentration
The point being that while demand for Blackwell is "off the charts," this only tells part of the story. Demand for Nvidia's ...
Shares have slumped over the past month, as investors fret about lofty AI valuations and the threat posed by Google.
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