Friday, March 15, 2024

Sources: China quietly asks EV makers like BYD and Geely to sharply increase their purchases from local chipmakers, to reduce reliance on Western imports (Bloomberg)

Bloomberg:
Sources: China quietly asks EV makers like BYD and Geely to sharply increase their purchases from local chipmakers, to reduce reliance on Western imports  —  - Directive could hurt Nvidia, NXP and other EV chip suppliers  — Order is a response to US efforts to curb Chinese chip tech



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Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of thousands of chips; Hut 8 didn't name its client (Financial Times)

Financial Times : Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of tho...