In response to intensified U.S. export restrictions and growing Chinese demand for artificial intelligence (AI) infrastructure, Nvidia Corporation $NVDA is preparing to launch a new line of AI chips tailored specifically for the Chinese market. These chips will be significantly cheaper than the recently curtailed H20 models and mark a strategic pivot for the GPU giant as it seeks to maintain relevance in one of the world’s largest technology markets.
Dell Technologies $DELL unveiled its latest server lineup featuring Nvidia’s $NVDA cutting-edge Blackwell Ultra chips on Monday, targeting the rapidly expanding artificial intelligence (AI) systems market. This launch aims to meet escalating demand for AI infrastructure capable of accelerating model training and handling increasingly complex computational workloads. Dell’s new servers, designed for high scalability and cooling versatility, represent a strategic push into AI hardware as global enterprises ramp up AI adoption.