link1s.site

Nvidia H20 will sell 1 million units this year, contributing $12 billion in revenue!

Recently, according to the FT, citing the latest forecast data of the market research institute SemiAnalysis, AI chip giant NVIDIA will ship more than 1 million new NVIDIA H20 acceleration chips to the Chinese market this year, and it is expected that the cost of each chip is between $12,000 and $13,000. This is expected to generate more than $12 billion in revenue for Nvidia.

Affected by the United States export control policy, Nvidia's advanced AI chip exports to China have been restricted, H20 is Nvidia based on H100 specifically for the Chinese market to launch the three "castration version" GPU among the strongest performance, but its AI performance is only less than 15% of H100, some performance is even less than the domestic Ascend 910B.

When Nvidia launched the new H20 in the spring of this year, there were reports that due to the large castration of H20 performance, coupled with the high price, Chinese customers' interest in buying is insufficient, and they will turn more to choose China's domestic AI chips. Then there are rumors that Nvidia has lowered the price of the H20 in order to improve its competitiveness.

However, the latest news shows that due to supply issues caused by the low yield of the Ascend 910B chip, Chinese manufacturers in the absence of supply and other better options, Nvidia H20 has started to attract new purchases from Chinese tech giants such as Baidu, Alibaba, Tencent and Bytedance.

Analysts at both Morgan Stanley and SemiAnalysis said the H20 chip is now being shipped in bulk and is popular with Chinese customers, despite its performance degradation compared to chips Nvidia sells in the United States.

Russian military launches massive missile attack, Kiev children's hospital hit; President Biden issues statement condemning Russia's "brutalism"
A children's hospital in the Ukrainian capital was hit by a Russian missile on Monday as part of a wave of airstrikes across Ukraine that has killed at least 31 people and injured 154 others. "Russian terrorists have once again launched a massive missile attack on Ukrainian cities - Kiev, Dnipro, Kryvyi Rih, Slaviansk, Kramatorsk," said Ukrainian President Volodymyr Zelenskyy. Zelensky said Russia fired more than 40 missiles of different types at the five cities in daytime attacks, hitting residential buildings and public infrastructure. The Ukrainian air force said it intercepted 30 missiles. Authorities said the attack on Kiev killed seven people, while the attack on Kryvyi Rih, Zelensky's birthplace in central Ukraine, killed 10 and injured 47. United Nations Secretary-General António Guterres condemned the attacks, calling the assault on the Kiev hospital and another medical facility in the capital's Dniprovsky district "particularly egregious," said his spokesman, Stephane Dujarric. "Direct attacks on civilians and civilian objects are prohibited under international humanitarian law. Any such attacks are unacceptable and must cease immediately," Dujarric said. The U.N. Security Council will meet Tuesday to discuss the Russian strikes, diplomats said. The Russian Defense Ministry said the strikes targeted Ukrainian defense factories and a military aviation base and were successful. It denied striking any civilian facilities and claimed, without evidence, that photos from Kiev showed the damage was caused by a Ukrainian anti-aircraft missile. Ukrainian Air Force Colonel Yurii Ignat said Russia has been improving the effectiveness of its air strikes by equipping its missiles with enhanced features, including so-called heat decoys that can throw air defense systems off target. In comments sent to The Associated Press, he said the cruise missiles flew low in Monday's attack -- just 50 meters off the ground -- making them harder to hit. Western countries, led by the United States, have provided Ukraine with billions of dollars in arms support. They will hold a three-day NATO summit in Washington starting Tuesday to work out how to reassure Kiev of NATO's strong support and give Ukrainians hope that their country can survive the largest conflict in Europe since World War II. "Today's Russian missile strike that killed dozens of Ukrainian civilians and caused damage and loss of life to Kyiv's largest children's hospital is a horrifying reminder of Russia's brutality," U.S. President Joe Biden said in a statement Monday. "It is critical that the world continues to stand with Ukraine at this important moment and that we do not ignore Russian aggression." Biden said in the statement that he will meet with President Zelensky during the NATO summit in Washington this week "to make clear our unwavering support for Ukraine." Biden continued: "We will join our allies in announcing new measures to strengthen Ukraine's air defenses and help protect their cities and civilians from Russian attacks. The United States stands with the Ukrainian people." Czech President Petr Pavel said the hospital attack was "inexcusable" and he hoped the NATO summit would reach a consensus that Russia is "the greatest threat and we must be fully prepared to deal with it." Zelensky said during a visit to Poland that he hoped the NATO summit would provide Ukraine with more air defense systems. The Ukrainian leader said rescuers were digging through the rubble of the Ohmatdit Children's Hospital in Kyiv and that the number of casualties was not yet known. Kyiv Mayor Vitali Klitschko said at least 16 people were injured, including seven children, and the attack caused a two-story wing of the hospital to partially collapse. Doors and windows were blown off the hospital's 10-story main building, and the walls were charred. The floor of one room was splattered with blood. Hospital officials said the intensive care unit, operating room and oncology department were damaged.
NASA plays 'blame-shifting' game with China as lunar soil research set to start
The returner of the Chang'e-6 lunar probe is opened during a ceremony at the China Academy of Space Technology under the China Aerospace Science and Technology Corporation in Beijing, capital of China, June 26, 2024. The returner of the Chang'e-6 lunar probe was opened at a ceremony in Beijing on Wednesday afternoon. During the ceremony at the China Academy of Space Technology under the China Aerospace Science and Technology Corporation, researchers opened the returner and examined key technical indicators. Photo: Xinhua As the US space industry recently faced yet more delays and stagnation with key components including manned spacecraft and space suits "going wrong," NASA has once again resorted to its "sour grapes" rhetoric upon seeing China's successful retrieval of fresh lunar soils from the far side of the moon, by claiming that China did not directly invite its scientists to participate in the lunar soil research. This behavior is a typical blame-shifting trick, Chinese experts said, noting it is clear to all that it is the US' own laws, not China, that are restricting space cooperation between the two sides. Instead of deceiving themselves by distorting the truth, the US should face up to its own problem of overall weakening engineering capability and the lack of long-term planning in its space industry. After the Chang'e-6 samples, weighing nearly 2 kilograms, were safely transported to a special laboratory for further study on Friday, NASA spokesperson Faith McKie told media that while China worked with the European Space Agency, France, Italy and Pakistan on this mission, "NASA wasn't invited to take part in the moon probe." NASA also didn't get "any direct invitation" to study China's moon rocks, after it welcomed all scientists from around the world to apply to study them, McKie told NatSec Daily. Responding to the remarks, Chinese Foreign Ministry spokesperson Mao Ning told the Global Times on Monday that China is open to having space exchanges with the US, and we also welcome countries around the world to take part in the study of lunar samples. "However, the US side seems to have forgotten to mention its domestic legislation such as the Wolf Amendment. The real question is whether US scientists and institutions are allowed by their own government to participate in cooperation with China," Mao said. "The existence of the Wolf Amendment has basically shut the door to space collaboration between the two countries," Wang Yanan, chief editor of Beijing-based Aerospace Knowledge magazine, told the Global Times on Monday. Even if research institutions of the US have the willingness to work with China on opportunities such as lunar sample research, institutions there must obtain special approval from the US Congress due to the presence of this amendment, Wang explained. Currently, no such "green light" is in sight from the Congress. Furthermore, China's collaboration with international partners is based on equality and mutual benefit, leveraging their respective scientific resources, facilities, and expertise. However, the US only wants what it doesn't have, and its engagement with China would be advantageous only to itself, Wang noted. NASA has found itself embroiled in a number of thorny issues recently, with the latest being Boeing's Starliner manned spaceship experiencing both helium leaks and thruster issues during a June 6 docking with the International Space Station (ISS), which led to an indefinite delay for its crew's return to Earth, despite NASA's insistence that they are not "stranded" in space. The return of the Starliner capsule, while has already been delayed by two weeks, will be put on hold "well into the summer" pending results of new thruster tests, which are scheduled to start Tuesday and will take approximately two weeks or even more, per NASA officials. Previously on June 24, NASA cancelled a spacewalk on the ISS following a "serious situation," when one of the spacesuits experienced coolant leak in the hatch. While being broadcast on a livestream, the astronauts reported "literally water everywhere" as they were preparing for the extravehicular activity, space.com reported. The report said that this is the second time this particular spacewalk was postponed, after a June 13 attempt with a different astronaut group was pushed back due to a "spacesuit discomfort." The recurring issues with the spacesuits are due to their much-extended service lifespan, media reported, as the puffy white ones US astronauts currently wear were designed more than 40 years ago. Despite the pressing need to replace them, NASA announced recently that it is abandoning a plan to develop next-generation spacesuits, which had been committed to be delivered by 2026, CNN reported on Thursday. One of the root causes for such problems is that the US has developed many large technology conglomerates, which for a long time have benefited significantly from government orders and industry monopolies. Consequently, in many complex engineering fields, the level of attention given is greatly insufficient, Wang noted. It also reflected the US' lack of long-term strategic planning for its manned space program. For instance, the ageing spacesuits should have been replaced a decade ago to ensure that operational suits remain in usable condition. Failure to address this issue results in a hindrance to the space station's necessary maintenance tasks and even poses life-threatening risks to astronauts in emergency situations, experts said. The issues with Boeing's spacecraft and the spacesuits are not isolated problems, but reflected a systemic issue in the US space industry - the overall weakening of engineering capabilities, they noted.
TSX futures rise ahead of Fed chair Powell's testimony
July 9 (Reuters) - Futures linked to Canada's main stock index rose on the back of metal prices on Tuesday, while investors awaited U.S. Federal Reserve Chair Jerome Powell's congressional testimony on monetary policy later in the day. The S&P/TSX 60 futures were up 0.25% by 06:28 a.m. ET (1028 GMT). The Toronto Stock Exchange's materials sector was set to re Oil futures , dipped as fears over supply disruption eased after Hurricane Beryl, which hit major refineries along with the U.S. Gulf Coast, caused minimal impact. Markets will be heavily focussed on Powell's two-day monetary policy testimony before the Senate Banking Committee, starting at 10 a.m. ET (1400 GMT), which can help investors gauge the Fed's rate-cut path. Following last week's softer jobs data, market participants are now pricing in a 77% chance of a rate cut by the U.S. central bank in September. The main macro event for the markets this week will be the U.S. consumer prices data due on Thursday, which can help assess the trajectory of inflation in the world' biggest economy. Wall Street futures were also up on Tuesday after the S&P 500 (.SPX), opens new tab and Nasdaq (.IXIC), opens new tab touched record closing highs in the previous session. In Canada, fears of the economy slipping into recession advanced after the latest data showed that the unemployment rate rose to a 29-month high in June. Traders are now pricing in a 65% chance of another cut by the Bank of Canada, which already trimmed interest rates last month. In corporate news, Cenovus Energy (CVE.TO), opens new tab said it is demobilizing some staff at its Sunrise oil sands project in northern Alberta as a precaution due to the evolving wildfire situation in the area.
Are US development jobs falling off a cliff?
Companies are going to have fewer people and fewer layers. Ten years from now, the software development circuit may have fewer jobs, higher salaries, and more product-centric work. The reason behind it is the rapid development of AI, AI has approached human beings at the intelligence level, a lot of work relying on thinking ability may be handed over to AI, while emotion is still the territory of human beings, how to communicate and collaborate is the most important ability in the near future. When Indeed's chart for software development and operations jobs was released, we found that, as the chart shows, there was a peak in early 2022, but after that there was a precipitous decline.
Israeli strike kills a senior Hezbollah commander in south Lebanon
BEIRUT/JERUSALEM July 3 (Reuters) - An Israeli strike killed one of Hezbollah's top commanders in south Lebanon on Wednesday, prompting retaliatory rocket fire by the Iran-backed group into Israel as their dangerously poised conflict rumbled on. The Israeli military said it had struck and eliminated Hezbollah's Mohammed Nasser, calling him commander of a unit responsible for firing from southwestern Lebanon at Israel. Nasser, killed by an airstrike near the city of Tyre in southern Lebanon, was the one of the most senior Hezbollah commanders to die yet in the conflict, two security sources in Lebanon said. Sparked by the Gaza war, the hostilities have raised concerns about a wider and ruinous conflict between the heavily armed adversaries, prompting U.S. diplomatic efforts aimed at deescalation. Israeli Defence Minister Yoav Gallant said Israeli forces were hitting Hezbollah "very hard every day" and will be ready to take any action necessary against the group, though the preference is to reach a negotiated arrangement. Hezbollah began firing at Israeli targets at the border after its Palestinian ally Hamas launched the Oct. 7 attack on Israel, declaring support for the Palestinians and saying it would cease fire when Israel stops its Gaza offensive. Hezbollah announced at least two attacks in response to what it called "the assassination", saying it launched 100 Katyusha rockets at an Israeli military base and its Iranian-made Falaq missiles at another base in the town of Kiryat Shmona near the Israeli-Lebanese border. Israel's Channel 12 broadcaster reported that dozens of rockets were fired into northern Israel from Lebanon. There were no reports of casualties. The Israeli Defence Ministry said that air raid sirens sounded in several parts of northern Israel. Israel's military did not give a number of rockets launched but said most of them fell in open areas, some were intercepted, while a number of launches fell in the area of Kiryat Shmona.