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💡 Verdict: Analysts predict a significant drop in Nvidia's China market share, from 66% to 8%, due to export restrictions and increased competition from domestic alternatives. Check Price: Check Latest Price ⚡ Quick Hits * Nvidia's market share in China is projected to plummet. * Export curbs are a major

💡 Verdict: Microsoft is advocating for AI infrastructure development that prioritizes community support, potentially setting a standard for other hyperscalers. Check Price: AI Infrastructure ⚡ Quick Hits * Microsoft is prioritizing community support in its AI infrastructure projects. * This initiative could serve as a model for other large AI companies. * The policy addresses

💡 Verdict: AMD discussed their graphics technologies like FSR Redstone at CES 2026, addressing topics like the lack of RDNA 4 GPU in the AI 400 series. Check Price: FSR Redstone ⚡ Quick Hits * AMD highlighted advancements in their graphics technologies. * The discussion included details about FSR Redstone. * The absence of RDNA

💡 Verdict: A critical shortage of glass cloth, essential for manufacturing AI components, is causing major tech companies to scramble for supplies. Check Price: Glass Cloth ⚡ Quick Hits * Glass cloth is a critical component for AI hardware manufacturing. * Supplies are dwindling, leading to a potential shortage. * Major tech companies are vying

💡 Verdict: New U.S. export rules on AI accelerators favor larger manufacturers like AMD and Nvidia, potentially disadvantaging smaller companies while allowing limited shipments of MI325X and H200 GPUs to China under specific conditions. Check Price: MI325X and H200 ⚡ Quick Hits * New U.S. export rules impact the AI accelerator