2025-10-22

Kai-Fu Lee's brutal assessment: America is already losing the AI hardware war to China

China is on track to dominate consumer artificial intelligence applications and robotics manufacturing within years, but the United States will maintain its substantial lead in enterprise AI adoption [...]

2025-08-22

NVIDIA reportedly stops production of H20 AI chips

NVIDIA has reportedly asked its suppliers to halt production related to its H20 AI chips for the Chinese market. According to The Information, the company told Arizona-based Amkor Technology and Samsu [...]

2025-08-19

NVIDIA is reportedly developing an AI chip for China more powerful than the H20

NVIDIA is working on a new AI chip meant for the Chinese market that's more powerful than the H20, according to Reuters. It will reportedly be based on the company's latest Blackwell archite [...]

2025-09-17

China reportedly bans tech companies from buying NVIDIA's AI chips

The Cyberspace Administration of China (CAC) has reportedly banned the country's local tech companies from purchasing NVIDIA's newest AI chip made for the region. According to the Financial [...]

2025-07-15

NVIDIA says it can resume selling key AI chips to China

NVIDIA will be able to start selling its H20 AI GPU to China again soon after gaining approval to do so from the US government, the company announced in a blog post. Earlier this year, the company was [...]

2025-08-21

China reportedly discouraged purchase of NVIDIA AI chips due to 'insulting' Lutnick statements

Chinese regulators reportedly dissuaded local companies from purchasing NVIDIA's H20 chips, because they found certain statements by US commerce secretary Howard Lutnick "insulting." Ac [...]

2025-09-17

China orders Bytedance and Alibaba to cancel Nvidia AI chip purchases

According to the Financial Times, China has ordered leading tech firms including ByteDance and Alibaba to cancel orders for the RTX Pro 6000D, a chip designed specifically for the Chinese market.<b [...]

2025-07-24

$1 billion of NVIDIA AI chips were reportedly sold in China despite US bans

Financial Times is reporting that $1 billion worth of NVIDIA AI chips were smuggled into China in the three months after the Trump administration tightened semiconductor export controls. Citing sales [...]

2025-10-24

OpenAI's recent chip deals heap more pressure on TSMC

In recent weeks, OpenAI has signed blockbuster deals with AMD and Broadcom to build vast numbers of AI chips. Much of the focus has been on the financial implications, since OpenAI will need hundreds [...]