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U.S. posts official H200 and MI325X AI GPU export rules to China, but with plenty of caveats — a string of requirments greatly limits the total number of GPUs that can be shipped to China

U.S. posts official H200 and MI325X AI GPU export rules to China, but with plenty of caveats — a string of requirments greatly limits the total number of GPUs that can be shipped to China

💡 Verdict: The U.S. has issued official export rules for advanced AI GPUs to China, but with strict limitations and prioritization of U.S. supply. Check Price: H200 and MI325X ⚡ Quick Hits * U.S. government allows AI GPU exports to China, but with restrictions. * U.S. supply takes priority over
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Qwen boss says Chinese AI models have 'less than 20%' chance of leapfrogging Western counterparts —  despite China's $1 billion AI IPO week, capital can't close the gap alone

Qwen boss says Chinese AI models have 'less than 20%' chance of leapfrogging Western counterparts — despite China's $1 billion AI IPO week, capital can't close the gap alone

💡 Verdict: Despite recent IPO success, a Qwen executive estimates Chinese AI models have a low chance of surpassing Western counterparts due to factors beyond capital investment. Check Price: AI Models ⚡ Quick Hits * Chinese AI firms recently raised over $1 billion through IPOs in Hong Kong. * A Qwen executive believes Chinese
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Meta sets up 'Meta Compute' organization for gigawatt-scale AI data centers — initiative is said to consumer hundreds of gigawatts over time

Meta sets up 'Meta Compute' organization for gigawatt-scale AI data centers — initiative is said to consumer hundreds of gigawatts over time

💡 Verdict: Meta is creating "Meta Compute" to handle the construction of next-gen, gigawatt-scale AI data centers and develop custom computing architectures. Check Price: Meta Compute ⚡ Quick Hits * Meta is building a new organization focused on AI compute. * The goal is to create gigawatt-scale data centers. * They will be
The Tech Monk