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2025-07-28
Trump temporarily drops export controls to smooth negotiations with China
After previously saying that the US would block exports of key AI chips to China, Donald Trump's administration may have backtracked. The US will now temporarily block restriction on exports of c [...]
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 [...]
2025-06-09
Chinese exports to the U.S. are cratering despite a trade truce
Even as fresh trade talks get underway in London, and despite the trade truce struck in early May, Chinese exports to the U.S. are cratering. Shipments dropped 35% in May, the sharpest year-over-year [...]
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 [...]
2025-06-26
Deepseek's R2 is reportedly delayed as US export controls create a shortage of Nvidia chips in China
The rollout of Deepseek's R2 model has been pushed back, reportedly because US export restrictions have made Nvidia chips hard to come by in China.<br /> The article Deepseek's R2 is r [...]
2025-05-15
How AI Is Reshaping M&A Strategy Amid Trade Tensions and Global Volatility
As we head into summer 2025, mergers and acquisitions (M&A) stands at a crossroads. Geopolitical tensions, economic headwinds, and rapid advances in technology are forcing dealmakers to rethink ho [...]
2025-05-07
Nvidia warns that U.S. export bans could cost it billions in China
Nvidia CEO Jensen Huang said at the ServiceNow conference in Las Vegas that being shut out of the Chinese AI market would be a “tremendous loss.”<br /> The article Nvidia warns that U.S. exp [...]