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AI chips

Nvidia's H100 and H200 GPUs Are Now Banned from China — and the AI Chip War Just Got Serious

Nvidia’s H100 and H200 GPUs Are Now Banned from China — and the AI Chip War Just Got Serious

February 26, 2026 3 min read

Cerebras Just Shipped Its 900,000-Core AI Chip — and the GPU Crowd Should Be Paying Attention

Cerebras Just Shipped Its 900,000-Core AI Chip — and the GPU Crowd Should Be Paying Attention

February 24, 2026 8 min read

Samsung Is Now Shipping HBM4E Chips to Nvidia — and the AI Memory Market Won't Look the Same

Samsung Is Now Shipping HBM4E Chips to Nvidia — and the AI Memory Market Won’t Look the Same

February 24, 2026 4 min read

Jensen Huang Warns of AI Chip Oversupply — and Nvidia's Margins Are About to Feel It

Jensen Huang Warns of AI Chip Oversupply — and Nvidia’s Margins Are About to Feel It

February 21, 2026 3 min read