AI Data Centers Archives

Is China’s AI Bubble on the Verge of an Unprecedented Collapse?

April 2, 2025 by Mintu

Just a year ago, China’s artificial intelligence (AI) sector was booming. Millions of high-end Nvidia (NASDAQ: NVDA) GPUs found their way into the country, despite U.S. export restrictions and tariffs. Demand was so high that Nvidia’s H100 chips, essential for training AI models, were selling for as much as 200,000 yuan ($28,000) each on the black market. In response to this soaring demand, China rapidly constructed hundreds of data centers to house AI servers. However, according to a recent MIT Technology Review report, the AI bubble in China has lost momentum. Government funding has dried up, leading project managers to … Read more

Can Memory Technologies Solve AI’s Growing Energy Problem?

December 21, 2024 by Mintu

The unprecedented rise of artificial intelligence (AI) has brought a unique set of challenges to the forefront of computing. Central among them is the “memory wall,” a phenomenon where the inefficiency of traditional memory systems hinders computational progress and consumes massive amounts of energy. The urgent need to address these issues was the focal point of H.-S. Philip Wong’s talk at the International Electron Devices Meeting (IEDM) in San Francisco. Wong, a Stanford University electrical engineer and former R&D chief at TSMC, delivered a compelling argument for a paradigm shift in memory and computing architecture. He emphasized the importance of … Read more