Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...
Sources: Nvidia suppliers Foxconn, Inventec, Dell, and Wistron made breakthroughs to resolve issues from 2024 that delayed Blackwell AI server “rack” shipments
Technical breakthroughs allow partners to begin shipments of cutting-edge ‘Blackwell’ artificial intelligence servers
Sources: OpenAI owned a 23% stake in io from a 2024 deal, so it is now paying ~$5B to fully acquire it; the OpenAI Startup Fund also invested in io in 2024
OpenAI buys Ive's “io” in San Francisco as Google holds their i/o conference down in mountain view right at this moment (also apple stock dropped ~2 percent this morning on the acquisition news) Ben N...
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
Sources: Nvidia asks some cloud provider startups for their customers' names; the company also ensures some upstart cloud providers get early new chip shipments
Anissa Gardizy / The Information :
Amazon Air has started operations in Anchorage, Alaska, which could allow Amazon to expand its in-house logistics to moving goods to and from Asia
- Observers say Amazon is building a logistics empire to compete with UPS and FedEx. — Beginning June 27, Amazon will start daily operations … Tweets: @rrpre Tweets: Rachel Premack / @rrpre : Amazon ...
Rakuten: around 48% of Amazon packages in the US are now delivered by Amazon itself, up from 15% two years ago, when the Postal Service delivered 60%+ packages
Less than a decade after Amazon broke into the logistics industry, it has become its own biggest shipper. Tweets: @sub8u , @rakeshlobster , @cristinagberta , @retailprophet , @whatthebit , and @erica_...
Source: Amazon is building an Uber-like app that connects shipments with truck drivers, slated to launch summer 2017
Eugene Kim / Business Insider :