Microsoft's introduction of its third-generation Maia 300 AI accelerator comes at a particularly revealing moment for the artificial intelligence industry. After years of extraordinary investment in data centers, GPUs, networking equipment and power infrastructure, attention is shifting from the race to acquire computing capacity toward a more uncomfortable question: can the … [Read more...] about Microsoft’s New AI Chip Arrives as Financial Anxiety Clouds the AI Infrastructure Boom
Semiconductors
Inspur Is Routing Around US AI Chip Controls Through a Network of New Subsidiaries
The New York Times has laid out how Inspur, the state-owned server maker that has been on the US entity list since 2023, keeps getting access to advanced AI chips. The mechanism is not exotic. It is corporate structure: a spread of freshly incorporated subsidiaries and partner firms that are not themselves listed, and that can therefore buy what the parent cannot. This is the … [Read more...] about Inspur Is Routing Around US AI Chip Controls Through a Network of New Subsidiaries