1+ hour, 52+ min ago (104+ words) Insiders report that manufacturers are fully booked until the end of 2026.The shortage has reached the point where manufacturers are now trying to buy back RAM from retailers to fulfill their obligations... " OpenAI, a company developing artificial intelligence, has reserved almost 40% of the world's DDR5 memory for itself " OpenAI, a company developing artificial intelligence, has reserved almost 40% of the world's DDR5 memory for itself. Insiders report that manufacturers are fully booked until the end of 2026. The shortage has reached the point where manufacturers are now trying to buy back RAM from retailers to fulfill their obligations to OpenAI....

18+ hour, 21+ min ago (710+ words) China and the USA " the battle for leadership in AI Currently, most Chinese chips comply with Nvidia 2020-level technologies, and this is the Nvidia A100 chip (40/80 GB HBM2e memory, 2.0 TB/s, FP16 performance of about 312 TFLOPS and an interconnect of 600 GB/s) For China, the flagship chips have (64 GB HBM2/HBM3 memory, 1.7-2.7 TB/s, 300-500 TFLOPS and an interconnect of 600 GB/s). The foundations of modern LLMs originated on the Nvidia A100, and the main development momentum was formed on Nvidia H100/H200 chips in 2023-2024 (80-141 GB HBM3/ HBM3e, 3.35 TB/s and 4.8 TB/s with a performance of about 1000 TFLOPS and an interconnect of 900 GB/s). Nvidia B200 is currently being deployed (192 GB HBM3e, 8.0 TB/s, 2200 TFLOPS and 1.8 TB/s interconnect). In turn, AMD lags Nvidia by about 2-3 years, especially in the interconnect (by half), while there is parity in memory and a slight gap in GPU, but AMD's problem is the inability to effectively scale chips…...

22+ hour ago (573+ words) What kind of AI chips is China "learning" on? What China has reached by the end of 2025 is 8 years of hyperintensive efforts by the entire Chinese economy and the state machine working together, the highest Chinese discipline and focus on achieving the goal with investments of hundreds of billions of dollars. The "10-year principle", which was laid down in 2017 to overcome the technological gap with the leading countries, probably will not be implemented in 2027, although the gap is rapidly decreasing, but it will be incredibly difficult to reach the leading positions. In the long run, it is wise to bet on China, but tactically, the dominance of the United States is still solid. Previously, I described five fundamental limitations from developed countries: EUV lithography, ultra-fast HBM3e and next-generation memory, CoWoS component integration, Nvidia's NVLink interconnect (even AMD is at least twice…...