Nvidia

How Silicon Valley will eat its AI competitors in 2026

A loss of confidence in AI could lead to a fire-sale for startups and accelerate consolidation among Big Tech

The strict payment requirements underscore the delicate balancing act Nvidia faces as it attempts to capitalise on surging Chinese demand.

Nvidia requires full upfront payment for H200 chips in China: sources

The US chipmaker imposes strict terms, demanding full payment with no cancellations, refunds or changes

Lenders are getting cautious despite strong demand from tech companies for financing for fear of incurring Washington's wrath.

Asia bankers fear US scrutiny of loans involving chips, China

The backlash against US capital flowing into an AI ecosystem linked to Chinese firms can be swift

The H200 is the predecessor to Nvidia’s current flagship “Blackwell” chips.

China asks tech firms to halt orders for Nvidia’s H200 chips: report

US export licenses for the chips are still being processed, with no set timeline

Under the data centre programme, Lenovo said it will offer its liquid-cooled hybrid AI infrastructure alongside Nvidia’s computing platforms to help AI cloud providers reduce deployment time to “weeks”.

Lenovo expands AI lineup with Nvidia tie-up, Qira platform

CHINA’S Lenovo, the world’s largest personal computer maker, on Tuesday said it has teamed up with US AI chip leader Nvidia to help AI cloud providers quickly put data centres into operation, as it st...

Nvidia CEO Jensen Huang speaks at 2026 CES in Las Vegas, Nevada, Jan 6, 2026.

Nvidia CEO says purchase orders, not formal declaration, will signal Chinese approval of H200

[LAS VEGAS, Nevada] Nvidia CEO Jensen Huang said on Tuesday he does not believe China’s government will make a formal declaration that it has allowed Chinese firms to import the US company’s H200 chip...

Musk’s xAI is planning for an expansion of its massive data centre complex in Memphis.

Musk’s xAI closed US$20 billion funding with Nvidia backing

The billionaire has also tapped his empire of companies, including SpaceX, for the startup backing

Nvidia CEO Jensen Huang speaks at CES 2026 in Las Vegas, Nevada, Jan 5, 2026.

Nvidia CEO Huang touts automotive AI at CES talk as competition mounts

[LAS VEGAS] Nvidia CEO Jensen Huang on Monday touted new software the company is releasing for autonomous cars in a keynote at the Consumer Electronics Show in Las Vegas, where the leader of the world...

Nvidia wants TSMC to begin production of the additional chips, and work is expected to start in the second quarter of 2026

Nvidia sounds out TSMC on new H200 chip order as China demand jumps

The moves raise concerns over whether there could be further tightening in global AI chip supplies