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China B300 AI Server Prices Hit $1 Million After Smuggling Crackdown

Tighter U.S. export controls squeezed gray-market supply to create a scarcity premium.

Citi and Goldman Reaffirm Microsoft Buy Ratings on AI Momentum and Cloud Strength

Cerebras Raises $1 Billion at $23 Billion Valuation to Scale Wafer-Scale AI Systems

Microsoft Deploys Maia 200 AI Chip as Nadella Affirms Ongoing Nvidia, AMD Purchases

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

Cornell Study Finds GSI’s Memory-Centric APU Matches GPU Throughput, Slashing Power Use

OpenAI’s 26-GW Chip Commitments Boost Supplier Outlook, Expose Financing and Power Hurdles