Express News | Foreign media: Alibaba, ByteDance, and DeepSeek may soon be approved to purchase NVIDIA H200 chips

BreakingsJul 10 22:37

SemiAnalysis's latest interview: Storage still has room to double; CPUs are merely supporting actors; CPO implementation delayed until 2029

Founder Dylan Patel stated that Anthropic has become profitable, with annual recurring revenue (ARR) exceeding $50 billion, refuting doubts about its return on investment (ROI). On the hardware front, memory prices have already quadrupled and are expected to rise another 2–3 times; the structural shortage driven by inference models will persist for several years. Demand for CPUs largely reflects historical catch-up purchases—a short-term 'mini-cycle' rather than a long-term inflection point. Mass production of co-packaged optics (CPO) has been delayed until late 2028, unexpectedly extending the copper interconnects' window of opportunity, while power constraints are forcing data centers to adopt behind-the-meter power generation.

wallstreetcnJul 10 15:57

The United States significantly relaxed its chip export policy toward the UAE, but the document contains one peculiar phrasing.

① The U.S. Department of Commerce announced a relaxation of export controls on the United Arab Emirates, placing it in the Middle East’s sole “Country Group A:5,” which permits the UAE government, G42, Core42, and local subsidiaries of several major U.S. technology firms to purchase advanced AI chips without individual licenses. ② However, the preferential status for G42 and Core42 is valid for only 270 days; if they fail to “become U.S. companies” by then, they must reapply for authorization.

cls.cn20minutes ago

CEO of SK Hynix: Memory chip shortages may persist beyond 2030, prompting more customers to opt for long-term contracts.

Following the issuance of American Depositary Receipts, SK Hynix CEO Kwak Noh-Jung stated in an interview that the memory chip shortage could extend beyond 2030; an increasing number of customers are opting to sign long-term supply contracts, as they generally expect the supply tightness to persist for an extended period.

wallstreetcn22minutes ago

Nvidia Remains Morgan Stanley's Top Semiconductor Pick Despite Valuation -- Market Talk

WSJ02:46

The Stock Market Can't Afford Another Magnificent 7 Meltdown -- Barrons.com

Barron's01:44