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Report: U.S. Pressures Malaysia to Curb Illegal Re-Exports of NVIDIA Chips to China
Report: U.S. Pressures Malaysia to Curb Illegal Re-Exports of NVIDIA Chips to China

Yahoo

time25-03-2025

  • Business
  • Yahoo

Report: U.S. Pressures Malaysia to Curb Illegal Re-Exports of NVIDIA Chips to China

The United States is requesting Malaysia tighten oversight of advanced artificial intelligence chip exports, particularly those from NVIDIA (NVDA, Financials), amid concerns about unauthorized re-exports to China, according to Bloomberg. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Bloomberg said Malaysia is creating a special government task force to track NVIDIA technology exports, especially servers with sophisticated artificial intelligence components. The action comes after more general U.S. attempts to stop the supply of limited semiconductors to China via third nations such Malaysia and stop China from getting high-end chips that would enhance its military and artificial intelligence capabilities, Washington has tightened export limits in recent years. Although direct exports to China are already limited, recent gaps are said to have allowed billions of dollars worth of chips to get to Chinese consumers via Southeast Asia, according to the Bloomberg at around $390 million, Singaporean officials just thwarted a transaction involving the illegal export of NVIDIA-powered artificial intelligence servers to China. That event drew more attention to supply networks in the area, notably in is no obvious proof, according to Malaysian Minister of Investment, Trade and Industry Zafrul Aziz, that Malaysia is participating in the illegal re-exports. He said to Bloomberg that the imported chips were most likely meant for local development of AI infrastructure rather than illegal build its homegrown AI ecosystem, including data centers and computing capacity, Malaysia has drawn more than $25 billion in technology-related investments. The government contends that local demand for NVIDIA chips is rising as a consequence, rather than acting as a smuggling conduit to means of rigorous export regulations, the United States has been increasing its attempts to prevent China from obtaining high-performance computer technology. Those regulations have made Malaysia's involvement in regional semiconductor supply chains more disturbance in this unofficial re-export pipeline might perhaps influence NVIDIA's data center income, particularly in light of Singapore's significance as a key AI server hub for re-export, Bloomberg said. This article first appeared on GuruFocus. Sign in to access your portfolio

TECHx Media MBUZZ and 6G AI to Launch NVIDIA-Powered AI Cloud in Sweden
TECHx Media MBUZZ and 6G AI to Launch NVIDIA-Powered AI Cloud in Sweden

TECHx

time19-02-2025

  • Business
  • TECHx

TECHx Media MBUZZ and 6G AI to Launch NVIDIA-Powered AI Cloud in Sweden

MBUZZ and 6G AI to Launch NVIDIA-Powered AI Cloud in Sweden News Desk - Share MBUZZ and 6G AI Sweden AB have announced the launch of their cutting-edge AI Cloud, powered by NVIDIA accelerated computing, set for April 2025. The partnership, initially formalized on October 14th at the GITEX conference in Dubai, will introduce the 6G AI Cloud to Sweden, enabling local industries to lead in AI innovation. The collaboration leverages NVIDIA's accelerated computing technologies, providing Swedish companies with access to advanced AI and high-performance computing. This move follows Sweden's legacy as a pioneer in telecommunication and digital technologies. Nawaf Mohammed Al Shammari, Chairman of MBUZZ (NVIDIA Elite Partner), commented, 'MBUZZ's engagement with 6G AI exemplifies our firm commitment to shaping the future of AI cloud computing. The upcoming launch of 6G AI's NVIDIA-powered Sovereign AI Cloud in Sweden demonstrates our dedication to empowering AI cloud providers with world-class infrastructure. This milestone reinforces our vision of driving the expansion of global AI ecosystems at scale.' The 6G AI Cloud will unlock next-generation AI capabilities for Swedish businesses, giving them access to NVIDIA's ecosystem of over 70 pretrained Generative AI models and pre-developed use cases. This cloud-native platform, designed for developers, researchers, and enterprises, facilitates the faster deployment of superior AI solutions at lower costs. Uniquely, the 6G AI Sweden Cloud will be hosted in Sweden, ensuring all data stays within national borders and complying with Sweden's sovereignty requirements. This collaboration strengthens 6G AI's position in Sweden's AI ecosystem, delivering scalable and sovereign AI solutions to foster innovation across industries. M.A. Zaman, Chairman of 6G AI Sweden AB, added, 'We strongly believe that Sweden, with a tradition of being at the forefront of telecommunications and pioneering advanced technologies, is uniquely positioned to drive the next wave of AI innovation. The timing is ideal to establish a Sovereign AI Cloud platform to empower Swedish companies, research institutes, and government agencies to develop state-of-the-art AI solutions, ensuring that data scientists across industries have the tools and capabilities to push the boundaries of AI-driven advancements, without the risk of having their data and AI solutions exposed to foreign government interests.'

Supermicro Soars 10%, But a Major Deadline Looms--Will AI Hype Be Enough to Save It?
Supermicro Soars 10%, But a Major Deadline Looms--Will AI Hype Be Enough to Save It?

Yahoo

time05-02-2025

  • Business
  • Yahoo

Supermicro Soars 10%, But a Major Deadline Looms--Will AI Hype Be Enough to Save It?

Super Micro Computer (NASDAQ:SMCI) just lit up the market, jumping over 10% as of 12.07pm on Wednesday after announcing full-scale production of its AI data center solutions powered by NVIDIA's (NASDAQ:NVDA) Blackwell platform. The company's latest liquid-cooled and air-cooled systems promise serious firepower for AI workloads, with CEO Charles Liang emphasizing that these innovations push data center capabilities to the next level. This follows an 8.6% surge on Tuesday after Supermicro confirmed it will provide a fiscal Q2 business update on February 11fueling investor speculation. Warning! GuruFocus has detected 5 Warning Signs with SMCI. But here's the twistdespite the rally, SMCI is still down nearly 45% over the past year, thanks to financial reporting delays that have Wall Street on edge. The Nasdaq has put the company on notice: file those annual accounts by February 25 or risk delisting. That uncertainty is keeping some investors on the sidelines, even as the AI wave builds. The stock's sharp moves suggest the market is betting big on Supermicro's AI momentum, but with a regulatory deadline looming, it's not without risk. What happens next? If Supermicro clears its financial hurdles, it could cement itself as a critical player in AI infrastructure, with its rack-scale SuperCluster solutions and NVIDIA-powered systems leading the charge. But miss the deadline, and the stock could take a serious hit. Right now, the company is walking a fine line between AI-fueled potential and regulatory uncertaintyinvestors just have to decide which side of the bet they're on. This article first appeared on GuruFocus. Sign in to access your portfolio

Supermicro Soars 10%, But a Major Deadline Looms--Will AI Hype Be Enough to Save It?
Supermicro Soars 10%, But a Major Deadline Looms--Will AI Hype Be Enough to Save It?

Yahoo

time05-02-2025

  • Business
  • Yahoo

Supermicro Soars 10%, But a Major Deadline Looms--Will AI Hype Be Enough to Save It?

Super Micro Computer (NASDAQ:SMCI) just lit up the market, jumping over 10% as of 12.07pm on Wednesday after announcing full-scale production of its AI data center solutions powered by NVIDIA's (NASDAQ:NVDA) Blackwell platform. The company's latest liquid-cooled and air-cooled systems promise serious firepower for AI workloads, with CEO Charles Liang emphasizing that these innovations push data center capabilities to the next level. This follows an 8.6% surge on Tuesday after Supermicro confirmed it will provide a fiscal Q2 business update on February 11fueling investor speculation. Warning! GuruFocus has detected 5 Warning Signs with SMCI. But here's the twistdespite the rally, SMCI is still down nearly 45% over the past year, thanks to financial reporting delays that have Wall Street on edge. The Nasdaq has put the company on notice: file those annual accounts by February 25 or risk delisting. That uncertainty is keeping some investors on the sidelines, even as the AI wave builds. The stock's sharp moves suggest the market is betting big on Supermicro's AI momentum, but with a regulatory deadline looming, it's not without risk. What happens next? If Supermicro clears its financial hurdles, it could cement itself as a critical player in AI infrastructure, with its rack-scale SuperCluster solutions and NVIDIA-powered systems leading the charge. But miss the deadline, and the stock could take a serious hit. Right now, the company is walking a fine line between AI-fueled potential and regulatory uncertaintyinvestors just have to decide which side of the bet they're on. This article first appeared on GuruFocus. Sign in to access your portfolio

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