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Huawei reports that demand for its AI chips exceeds supply, highlighting its growing challenge to Nvidia in the AI hardware market.
The article reports that PJM's modeling errors in electricity market auctions have led to $12 billion in unnecessary costs for ratepayers between 2025 and 2027, due to underestimating existing power plant capacities and flawed auction design.
Nvidia's stock has fallen 15% from its peak as GPU shortage eases, while memory demand surges, making companies like Micron the new AI bottleneck.
The article estimates that daily token demand in China has reached 1,000 trillion, but computing capacity remains inadequate, leading to a supply-demand imbalance.