Ad
Short

G42 is moving to lessen its dependence on Nvidia and is in talks with AMD, Cerebras Systems, and Qualcomm, according to a source familiar with the matter who spoke to Semafor. G42 also holds a stake in Cerebras Systems.

Of the five gigawatts planned for the UAE-US AI Campus, one gigawatt is already set aside for a Nvidia-powered Stargate data center. But these negotiations make it clear G42 doesn't want to rely solely on Nvidia. The company is aiming for a more diversified hardware base, partly in response to geopolitical tensions and concerns over supply chain dependencies.

Short

Nvidia has stopped producing H20 and 700,000 AI chips intended for China are now sitting idle.

After a temporary green light from the US government, Nvidia had promised Chinese customers about 700,000 H20 AI chips. These chips are stripped-down versions designed to meet US export rules, making them legal for the Chinese market. Now, a new directive from Beijing is forcing local companies to stop buying Nvidia chips over security concerns. As a result, thousands of finished chip dies are sitting unused at Amkor, a US-based packaging partner. The supply chain has ground to a halt, even though Washington and Nvidia had already reached a political agreement. The situation highlights how AI hardware is increasingly caught in the middle of geopolitical tensions. Earlier reports suggested the US is adding tracking chips to AI hardware bound for China.

Ad
Ad
Ad
Ad
Ad
Ad
Google News