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AI & Enterprise

Govt GPU second-round bidding draws five contenders, Coupang re-entry in focus

South Korea\'s second round of government support for graphics processing units has attracted five bidders, including first-round winner Naver Cloud and first-round loser Coupang, both re-entering. KT Cloud, Samsung SDS and Elice Group joined as new participants. The science ministry set evaluation criteria including economic feasibility, large scale, direct clustering, latest GPUs and service launch within the year. Officials plan evaluations and site inspections in April and May before selecting operators in May.

Industry

GPU rental rates jump 40 percent in six months as HBM, DRAM shortages deepen

Nvidia’s H100 GPU rental prices have jumped 40 percent in six months, with supply for new deployments already sold out and on-demand capacity exhausted, SemiAnalysis said. Surging demand is lifting AI server component costs and tightening supplies of high-bandwidth memory and DRAM. DS Investment & Securities said memory contract prices are likely to keep rising through the fourth quarter, while long-term supply deals may support margins for Samsung Electronics and SK Hynix.

Industry

Nvidia shifts production from China AI chips to Vera Rubin platform

Nvidia will stop producing AI chips for China and focus its manufacturing capacity on its next-generation Vera Rubin platform as uncertainty over U.S.-China export restrictions persists. It shifted production slots at foundry partner TSMC from the H200, previously destined for China, to Vera Rubin, a report said. The move reflects limited foundry capacity and expectations that H200 sales volumes in China would be constrained by possible U.S. purchase limits.