#news: #drones from #Russia use #NVIDIA Jetson Orin processors for #AI #machine-vision
on 02026-06-11#NVIDIA got #AI #export-controls to #China lifted in #USA by lobbying #Trump #politics
on 02026-01-15#DSHR is like 77 and wrote #NeWS with #Gosling and also wrote the book on it before he became employee #4 at #NVIDIA, then later was chief scientist on #LOCKSS (#archival)
on 02026-01-05NVIDIA employee #4 David Rosenthal (#DSHR) thinks five-year straight-line depreciation is dramatically overstating #AI profits, because #NVIDIA chips are “more than half the #capex for a new data center”; also, 80–90% of #neural-networks energy usage is now inference rather than training. “If the lenders are using a five-year life when valuing the hardware as collateral they will run into trouble too. It is rumored that Macquairie was lending against GPUs using a seven-year life.” Quotes Ed Zitron: “#OpenAI currently spends $2.35 to make $1.” #finance #accounting
on 02026-01-05#news from September on #export-controls: #China thinks it can replace #NVIDIA’s chips with its own, so it’s banning NVIDIA imports for #AI.
on 02025-12-16#Trump lifts most #export-controls on #NVIDIA to #China for #AI, permitting sales of up to H200, and promising the same to Intel and AMD. #politics
on 02025-12-11“#DeepSeek says that the main restriction on their development is lack of compute, and the PRC responds not by helping them get better chips but by advising them to not use the chips that they have, greatly slowing things down at least for a while. (...) It’s also not fair to fully pin this on DeepSeek when they were forced to do a lot of their training this year on #Huawei Ascend chips rather than Nvidia chips.” (The #NVIDIA chips they had been using in the past.) #China #politics #neural-networks #AI #news
on 02025-08-23commentary on the #ARM proposed sale to #NVIDIA
on 02021-01-24