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Analysis Mar 23, 2026

EU Opens Formal Antitrust Investigation Into NVIDIA's GPU Dominance

Brussels is probing whether NVIDIA bundles GPUs with networking equipment and uses CUDA lock-in to crush competitors. The investigation could take years.

Analysis Feb 3, 2026

DeepSeek's Engram: The Memory Trick That Bypasses GPU Restrictions

China's most innovative AI lab published a technique that lets large language models store knowledge in cheap system RAM instead of expensive GPU memory. It's a direct response to US export controls -- and it works.

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