Chinese AI firm Moonshot turns to European Nvidia compute to bypass US export controls
Sources report that Chinese AI startup Moonshot is renting Nvidia chips in Europe to bypass US export controls. Despite US accusations that it uses advanced chips remotely in East Asia, the company continues to source compute via European vendors for AI training and inference. This highlights the diversification of compute supply chains under geopolitical pressure.
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Argonne National Lab Expands GPU Compute for Autonomous AI Research
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Tesla updates AI accelerator roadmap: SI6 achieves 80x HW4 compute
Tesla unveiled an updated AI accelerator roadmap, with the SI6 inference chip offering 80x the compute of the current HW4. The Dojo D3 training chip will feature a multi-chip design and stacked HBM. Tesla also announced a rebranding of its AI initiatives to 'Super Intelligence' (SI).
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TSMC Denies Developing 3D DRAM for Nvidia
TSMC denied reports that it is developing 3D DRAM at Nvidia's request, reiterating its focus on IC foundry services. Although sources claim TSMC has begun planning 3D DRAM production for AI hardware, the company officially denied the story, stating its mission remains centered on logic chips.
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NVIDIA Funds ASE to Expand CoWoS Advanced Packaging as TSMC Capacity Tightens
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Intel rumored to halt Arc B580 for AI pro cards
Industry reports suggest Intel is considering halting production of the Arc B580 gaming GPU to shift capacity to Arc Pro workstation cards. The move reflects the squeeze from AI edge inference hardware, with Intel aiming to capture higher margins in the enterprise market.
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