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Tag

GPUs

2 articles

Research & Analysis16d ago

BNP Paribas Warns SpaceX AI Buildout Could Squeeze Neocloud GPU Supply

SpaceX's AI infrastructure expansion may prompt Nvidia to prioritize its chip allocations, tightening GPU supply for neocloud providers CoreWeave and Nebius.

Technology30d ago

Nvidia Locks In $500B HBM Supply Deal With SK Hynix to Defend AI Market Lead

The long-term agreement secures critical high-bandwidth memory for Nvidia's H100 and B200 GPUs, tightening its grip on AI accelerator supply chains.