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Nvidia Tightens H200 AI Chip Sales to China
Nvidia has reportedly begun requiring Chinese customers to pay the full amount upfront for its H200 artificial intelligence chips, reflecting heightened uncertainty around regulatory approvals in both China and the United States. According to Reuters, the U.S. chipmaker has implemented unusually strict terms that leave no room for refunds, order cancellations, or configuration changes once a purchase is placed, even though Beijing has not yet formally approved shipments of
Covertly AI
Jan 93 min read


Zyphra Breakthrough: Can ZAYA1 Prove AMD Is Ready to Rival NVIDIA?
Zyphra’s unveiling of ZAYA1 marks a significant moment in the AI hardware landscape, proving that large-scale model training can succeed outside NVIDIA’s well-established ecosystem. After a year of collaboration with AMD and IBM, Zyphra trained ZAYA1 entirely on AMD Instinct MI300X GPUs, Pensando networking, and the ROCm software stack, demonstrating that AMD’s platform can support major foundation models without exotic configurations or performance compromises (Artificial
Covertly AI
Nov 26, 20254 min read


Nvidia’s Record Q3 Earnings Reveal High Demand for AI GPUs
Nvidia’s latest earnings paint a picture of a company not just riding the AI wave, but helping create its momentum. The chipmaker reported an astonishing $57 billion in revenue for the third quarter, a 62% jump from the same period last year (TechCrunch; Yahoo Finance; Startup Ecosystem). This surge was matched by equally impressive profitability: net income soared to $32 billion, up 65% year-over-year (TechCrunch; Yahoo Finance; Startup Ecosystem). Both figures blew past Wal
Covertly AI
Nov 20, 20253 min read
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