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Nvidia B300 servers sell for $1 million in China, nearly double the US price

Prices have surged from roughly 4 million yuan late last year to 7 million yuan ($1 million) today, driven by the Supermicro co-founder’s arrest, tighter enforcement, and voracious demand from Chinese AI companies unwilling to hold restricted hardware on their own books. NVIDIA’s B300 AI servers are now selling in China for approximately 7 million […]

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Alphabet and Amazon outpace Meta in AI as Big Tech’s Q1 2026 earnings confirm cloud dominance

Google Cloud grew 63%, AWS 28%. Meta raised its full-year capex guide to $125-$145 billion, sending its shares down 6% after hours. Combined 2026 AI spending across five hyperscalers is now on track to exceed $650 billion. The question hanging over Wednesday’s earnings calls was whether the AI investment supercycle was producing commensurate returns, or […]

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