Commerce approved Alibaba, Tencent, ByteDance, JD.com and others for up to 75,000 H200s each. Zero deliveries. Beijing has told them to wait while it pushes domestic chips.
Memory workers offered 607% of salary, foundry 50% to 100%. The 21 May strike exposes the cross-subsidy that has propped up Samsung's foundry, and the workers who funded it.
Cerebras priced at $185, closed at $311, and is now worth $66B. The Nvidia-challenger pitch finally cleared public markets. The customer-concentration question did not.
