Nvidia’s NVL72 ‘s new rival in town: Huawei flips the script with CloudMatrix 384

Huawei’s CloudMatrix 384 supernode, powered by its Ascend 910 series AI processors, is positioning itself as a viable challenger to Nvidia’s newly launched GB200 NVL72, despite trailing in chip generation. According to a recent SemiAnalysis report, Huawei’s edge lies not in silicon specs, but in a fundamentally redesigned system architecture that prioritizes interconnect efficiency at scale.

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Microsoft planning thousands more job cuts aimed at salespeople

Microsoft Corp. is planning to ax thousands of jobs, particularly in sales, as part of the company’s latest move to trim its workforce amid heavy spending on artificial intelligence.
The cuts are expected to be announced early next month, following the end of Microsoft’s fiscal year, according to people familiar with the matter. The reductions won’t exclusively affect sales teams, and the timing could still change, said the people, who requested anonymity to discuss a private matter.

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