Nvidia employee implicated in escalating Supermicro smuggling scandal, but demand only intensifies for Nvidia hardware
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe

Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe

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CXMT closed its Shanghai debut up 466% on Monday after raising 57.92 billion yuan for DRAM wafer lines, and a report last week put China at low-volume production of domestic immersion DUV scanners running to around five …

Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe

There are currently seven assembly lines, residing in a space roughly double the size of the kitting area (53,000 square feet). Lenovo has the capacity to produce 1,400 server nodes per day across 28 assembly stations (o…

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NAND flash is also being pulled into the AI boom. High-capacity enterprise SSDs are increasingly being used for model storage, data staging and key-value cache offloading, allowing colder portions of AI workloads to spil…

This is could be bad news for OpenAI and Anthropic, given that most anyone with decent AI GPUs can now become their direct competitor, and the fact that Kimi K3 is open-weight also gives off the impression that “free” so…

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