A video from Hong Kong outlet HKEPC shows Chinese factories taking apart hundreds of new GeForce RTX 5090 cards to turn them into boards for AI servers. Meanwhile, Nvidia's card is becoming increasingly scarce in shops.
A JDN column argues that AI changes scale, speed and access to skills, and that controlling access to computing power addresses all three. Cloud platforms are the power plants of this era, and the open question is who will control them.
Debt issued by AI infrastructure providers and neoclouds is losing investors' confidence. They doubt future revenue from the technology can pay back such enormous spending.
High-frequency trading firms such as Jane Street and Hudson River Trading are now competing with each other for AI computing power, building data centers and backing chip startups.
NVIDIA is eyeing Germany's shut-down nuclear power plants with a view to converting them into data centers dedicated to artificial intelligence.
As political battles over AI intensify, a super PAC aligned with the data center industry has emerged. Its first bet is on Darline Graham, a Republican in an unexpectedly close race.