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China Blocked in the GPU and AI Market | Gestalt IT Rundown: September 7, 2022

The United States turned up the heat on China last week, announcing that export or sale of advanced GPUs from Nvidia and AMD would not be allowed. This escalation of the trade war also reflects the war in Ukraine, with western governments seeking to keep most technology out of Russian hands. But this comes just as two Chinese firms have announced advanced GPU designs of their own. Will this move hold China back or will it backfire? This and more on the Gestalt IT Rundown. Head to GestaltIT.com for show notes.


0:36 | Folio Photonics Gives Optical Discs Another Try

Ohio-based startup Folio Photonics has just announced a new inexpensive optical technology that promises to dramatically reduce cost-per-bit for long-term storage. But are they making a mistake in productizing this as a 12 cm optical disc?

Read More: Folio Photonics archive optical disk technology is real


3:09 | USB Naming Gets Weirder

All hail USB 4 version 2.0! That’s the name of the latest revision of the ubiquitous connectivity standard, and it promises to bring 80 Gbps connectivity to the USB-C connector. But what’s with that crazy name?

Read More: USB4 v2 Has a trick up its sleeve


5:40 | Pure Storage Brings the vVols Back at VMware Explore

When VMware announced vVols as part of vSphere 6 in 2015, there was a tremendous amount of excitement. But the technology never really established itself as an alternative to NFS. Now that vSphere 8 is here, it might seem strange that Pure Storage is leaning in to vVols once again, but maybe the technology is really ready for prime time?

Read More: Streamlining Storage Operations with vVols


8:17 | Arm Sues Qualcomm Over Nuvia

As we discussed on August 24, Qualcomm’s purchase of Nuvia now looks to produce a competitive ARM server platform. But the situation quickly got murkier, as ARM claims that Qualcomm has no rights to the Nuvia server chip design. Although we were skeptical of this platform to start, will this be the final nail in the coffin?

Read More: Arm Sues Qualcomm over Nuvia IP Misappropriation and Trademark Infringement


10:55 | Astera Labs Announces the First CXL Memory Controller

CXL memory is coming, and Astera Labs is the first with a controller to pool DRAM. The Leo memory connectivity platform supports both expansion and pooling of memory using PCIe-based CXL links. Is this the start of something big?

Read More: Astera Labs Is First To CXL Memory Pooling Silicon – Beating Marvell, Rambus, Microchip, and Montage Technologies | Feature and Time To Market Advantage


13:42 | China Blocked in the GPU and AI Market

The United States turned up the heat on China last week, announcing that export or sale of advanced GPUs from Nvidia and AMD would not be allowed. This escalation of the trade war also reflects the war in Ukraine, with western governments seeking to keep most technology out of Russian hands. But this comes just as two Chinese firms have announced advanced GPU designs of their own. Will this move hold China back or will it backfire?

Read More: GPU ENGINES ARE SO STRATEGIC CHINA WILL HAVE TO USE ITS OWN


19:39 | The Weeks Ahead

Networking Field Day 29 – September 7-9, 2022

Cloud Field Day Extra with NetApp – September 20, 2022

Cloud Field Day 15 – September 21-23, 2022


The Gestalt IT Rundown is a live weekly look at the IT news of the week. It broadcasts live on Facebook every Wednesday at 12:30pm ET. To watch along, “Like” our Facebook page. Be sure to subscribe to Gestalt IT on YouTube for even more weekly video content.

About the author

Stephen Foskett

Stephen Foskett is an active participant in the world of enterprise information technology, currently focusing on enterprise storage, server virtualization, networking, and cloud computing. He organizes the popular Tech Field Day event series for Gestalt IT and runs Foskett Services. A long-time voice in the storage industry, Stephen has authored numerous articles for industry publications, and is a popular presenter at industry events. He can be found online at TechFieldDay.com, blog.FoskettS.net, and on Twitter at @SFoskett.