This white paper unpacks one of the Biden administration's final acts—the AI Diffusion Rule—analyzing which countries stand to gain, which will be left behind, and how their responses will reshape the global AI landscape.| www.csis.org
Over the last few months, there have been a number of headlines raising concerns about Microsoft’s reduction in datacenter leasing activities including a few datacenter leasing cancellations.…| SemiAnalysis
Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. Thi…| SemiAnalysis
Cluster deployments are an order of magnitude larger in scale with Gigawatt-scale datacenters coming online at full capacity much faster than most believe. As such, there are considerable desi…| SemiAnalysis
There has been an increasing amount of fear, uncertainty and doubt (FUD) regarding AI Scaling laws. A cavalcade of part-time AI industry prognosticators have latched on to any bearish narrative the…| SemiAnalysis
The US government lobbed the largest salvo in the new technology cold war with its new Framework for Artificial Intelligence Diffusion. These new export restrictions are completely unprecedented in…| SemiAnalysis
