Nvidia

ByteDance, Alibaba keen to order Nvidia H200 chips after Trump green light: sources

The chip’s ability to train AI models is currently unmatched by domestic equivalents

Nvidia’s location update answers calls from the White House and US lawmakers to curb smuggling of AI chips to China and other restricted markets.

Nvidia builds location verification tech that could help fight chip smuggling 

The feature will first be made available on the latest ‘Blackwell’ chips

While Trump pledged Nvidia’s top products would remain off bounds, the move gives China access to semiconductors at least a generation ahead of its best technology.

Trump’s Nvidia deal reshapes US’s China strategy, risks supercharging Xi’s AI push

The Asian nation has challenged America’s chip curbs this year with its own export controls on rare earths

The decision appears to settle a US debate about whether Nvidia and rivals should maintain their global lead in AI chips by selling to China or withhold the exports.

US to allow Nvidia H200 chip shipments to China, says Trump

Nvidia shares rise 2% in after-hours trading after announcement; US president says same approach will apply to AMD, Intel

 The Trump administration in September expanded its restricted export list to automatically include subsidiaries owned 50% or more by a company on the list.

US Justice Department accuses two Chinese men of trying to smuggle Nvidia chips

Prosecutors estimate that the scheme had been in operation since at least November 2023, according to court documents

The ramp-up at Cambricon underscores the rapid ascent of Chinese chipmakers after Beijing began actively discouraging the use of Nvidia’s product this year.

Cambricon aims to triple chip output to replace Nvidia in China

The company is preparing to deliver half a million artificial intelligence accelerators in 2026

The H200 is designed to both train and run AI models.

Nvidia’s Huang unsure whether China would accept its H200 chips

Allowing H200 sales to the Asian nation would mark a significant win for the world’s most valuable company

“The Gain AI Act is even more detrimental to the United States than the AI diffusion act,” Huang says.

Nvidia scores lobbying win as Congress rejects chip export bill

Lawmakers are working on another bill, the Safe Act, which would codify existing limits on AI chip sales to China

Amazon is releasing Trainium3 about a year after deploying its predecessor accelerator.

Amazon rushes out latest AI chip to take on Nvidia, Google

AWS is the largest seller of rented computing power and data storage