Chinese companies reportedly considering sourcing H200 chips from the black market as chips held at the border — demand for Nvidia AI GPUs remain high despite political uncertainty

Days after Beijing stopped the entry of H200 chips at the border, Chinese tech companies are reportedly considering purchasing them from the black market at a higher price just to get their hands on the powerful AI GPU.
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Elon Musk’s xAI Colossus 2 is nowhere near 1 gigawatt capacity, satellite imagery suggests — despite claims, site only has 350 megawatts of cooling capacity

Despite Elon Musk’s claim that xAI’s Colossus 2 has already reached a 1 GW scale, satellite analysis by Epoch AI indicates the supercomputer is still far below that level due to limited cooling capacity.
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Quantum computing firm dangles $22,500 Bitcoin prize — all you have to do is uncover a private key hidden inside a quantum-optimized problem

The Quantum Advantage Challenge offers a 0.25 BTC wallet prize to anyone who can answer a specialized problem that can be solved in under two hours on today’s quantum hardware.
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Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer — rumor suggests that the chip fab is increasing its prices for Cupertino

Nvidia CEO Jensen Huang confirmed in a podcast that his company has overtaken Apple as TSMC’s biggest customer, once again becoming its top client after more than 20 years.
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Steam client allegedly continues sharing your status with your friends even if you set it ‘Offline,’ report claims — setting is a ‘UI illusion’ and your friends still receive real-time updates when you log on or log off

An anonymous blog claims that your Steam client continues broadcasting your log-on and log-off times, regardless of your privacy status. Your friends’ clients just hide your profile, but your log data is still stored on th…

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Microsoft CEO says AI needs to have a wider impact or else it risks quickly losing ‘social permission’ — also says that the technology should benefit more people to avoid a bubble

Microsoft CEO Satya Nadella discusses AI’s wider impact and what it needs to do to not be a bubble.

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OpenAI shows clear compute and revenue scaling to soothe investor worries as company preps for IPO — expenditure continues to outweigh income as 10GW buildout continues

OpenAI links computing power to revenue and assuages investors

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Nvidia reportedly boosts Vera Rubin performance to ward hyperscalers off AMD Instinct AI accelerators — increased boost clocks and memory bandwidth pushes power demand by 500 watts to 2300 watts

Nvidia has reportedly increased the TDP of premium Rubin processors by 500W to 2.30 kW in a bid to boost clocks, memory bandwidth, and performance per Rubin GPU and per rack.
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OpenAI commits to ‘paying our own way’ so that Stargate AI data centers don’t increase energy bills — will fund grid upgrades and even flexible loads to reduce stress on energy supply

OpenAI says it will ensure Stargate does not increase electricity prices in communities where it is building its data centers.
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More than half of CEOs report seeing no benefits from AI deployment so far — only 12% of business leaders hit the jackpot of higher revenues and reduced costs

Only a third of CEOs report getting a benefit from AI deployments, while 55% saying they get no benefit or are worse off because of it.
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