AMD Launches 6th Gen EPYC for AI Data Centers
AMD launched its 6th-gen EPYC server processors on Nov 10, starting with the SP7 platform and Zen 6 architecture. The lineup targets AI data centers and enterprise applications, coordinating with GPUs to support AI agent execution and model calls.
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AI Data Center Delays: Who Pays for Postponed Demand?
US data center construction has been delayed due to power and permitting issues. Hanyu Investment notes this represents postponed demand rather than cancellation, raising questions about the impact on AI capex and supply chains.
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SpaceX to Build AI Supercomputing Hubs
SpaceX announced a plan to invest over $74 billion in building two AI supercomputing data centers in Texas and Arizona. The initiative aims to expand AI compute infrastructure to support the training of frontier artificial intelligence models.
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Huang Scandal Disrupts Chip Market, China Black Market GB200 Prices Spike
Jensen Huang's scandal fueled concerns over compute smuggling and national security infiltration, impacting the gray market chain. Prices of GB200 chips in the Chinese black market surged to one million RMB.
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China AI Firms Rush to Rent Overseas NVIDIA Compute Amid Huang Scandal
Informed sources say Chinese AI companies are actively seeking to rent NVIDIA chip computing resources from overseas data centers. This move is driven by concerns that the scandal involving NVIDIA CEO Jensen Huang could trigger regulatory scrutiny, prompting firms to hedge against potential supply chain risks.
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