The Energy & Sustainability Supplement
A sustainable future for data centers
News - IT Hardware & Semiconductors, Tencent
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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China approves Nvidia H200 purchases for ByteDance, Alibaba, and Tencent - report
Government is reportedly weighing up conditions under which additional purchases will be greenlit
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Tencent's capex down 24% YoY due to lack of access to GPUs
Expects capex to continue to decline
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Microsoft bought twice as many Nvidia Hopper GPUs as other big tech companies - report
Acquired double the Nvidia chips as Meta, according to Omdia
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Chinese companies exploiting sanctions loophole by accessing GPUs in the US - report
Chinese cloud providers have also attempted to establish data centers in the US to avoid sanctions
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China's tech giants order $5bn in Nvidia chips, including 100,000 A800 GPUs for 2023
Local hyperscalers want to get in on generative AI explosion, but can only get pared-back chips
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Nvidia creates pared back H100 GPU for export to China, called H800
Worse data transfer rates to get past sanctions
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Tencent reveals three data center chips - for AI, video transcoding, and networking
Likely exclusive to its cloud platform
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Ampere unveils new chip design, says Microsoft, Tencent, and ByteDance are customers
Drops Neoverse to design cores in house
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Cloud providers see "aggressive" growth amidst Covid-19 pandemic
Every cloud has a silver lining
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AMD launches 2nd gen Epyc server CPU, signs Google and Twitter as customers
Data centers are set to get more Epyc
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Baidu partners with AMD on GPU software; Tencent and JD get Epyc
A good day to be AMD
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Tencent Cloud gets Nvidia GPUs
Joins a growing number of Chinese corporations in offering GPUs for AI applications