9 Min Read
Taiwanese prosecutors indicted nine people over 74 servers smuggled to China. The same week, Chinese AI lab Moonshot was found to have rented a 20,000-chip cluster without breaking any rule.
NVDA · Since The Event− 5.25%Read9 Min Read
The company leasing a Norwegian data center for 16 years was incorporated in January, and its only customer is committed for six. JPMorgan wrote the letters of credit backing the rent and is now raising $5 billion for the chips.
Late 2023, annualized pace2026, annualized pace
9 Min Read
The 25% duty in force since January reaches only chips that clear a technical threshold, while the rack carrying that chip enters duty-free. Politico reported on August 27 that the administration is weighing a wider definition.
