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Most Neoclouds Suck At Security
OpenAI vs HuggingFace, Container Escapes, Kernel Bypass, Network Policies, Security Keys, Multi-tenant Grafana, and a ClusterMAX 3.0 Preview
 • Jordan Nanos, Sam Harshe, Pratt Bhatt, Billy Cao, Jack Carson, and Dylan Patel
Nvidia Hacked - A National Security Disaster
Nvidia was hacked for a vast sum of data and this hack is not only a disaster for Nvidia, but all chip companies and the national security of all…
 • Dylan Patel
Marvell's Next $1B Business Is Security – Hardware Security Modules HSMs
Cloud based LiquidSecurity HSMs will eat the world
 • Dylan Patel
AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA
5 GW Datacenter, HUMAIN, G42, Diversion and Misuse Risks, Security Requirements, American AI Wins
 • Dylan Patel, Jeremie Eliahou Ontiveros, AJ, Ivan Chiam, and Wega Chu
Why America Will Lose Semiconductors
Tangible bi-partisan solutions for solving a national security crisis.
 • Dylan Patel
ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns
In gory detail: reliability, performance, support, pricing—and, of course, security—in our most thorough analysis of GPU cloud providers globally.
 • Jordan Nanos, Sam Harshe, Samuel Kruse, Pratt Bhatt, Billy Cao, Jack Carson, and Dylan Patel
Caliptra – First Open-Source Silicon Going Into All Datacenter Chips
Every chip from Microsoft, Google, AMD, and Nvidia
 • Dylan Patel
2025 AI Diffusion Export Controls - Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions
Malaysia's Stranded Capacity, Western Hyperscale Strength, AI Accelerator Restrictions, India Brazil Middle East Concerns, Sovereign AI Killed, VEU…
 • Dylan Patel, Daniel Nishball, Myron Xie, AJ, Jeremie Eliahou Ontiveros, Reyk Knuhtsen, and Ivan Chiam
China and USA Are Officially At Economic War – Technology Restriction Overview
New regulations will impact global trade by hundreds of billions of dollars annually.
 • Dylan Patel
The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
90%+ Coverage by Rental GPU Value, GPU Cloud Evaluation Guidelines, GPU Pricing Updates, GPU Bubble Burst, CoreWeave IPO, Hyperscalers, AI Neocloud…
 • Dylan Patel, Kimbo Chen, Daniel Nishball, Ivan Chiam, and Reyk Knuhtsen
Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls
 • Dylan Patel and Sravan Kundojjala
The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D
Arm is widely regarded as the most important semiconductor IP firm.
 • Dylan Patel
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