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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 [...]
2025-06-26
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 [...]
2025-04-15
NVIDIA says the US has put export restrictions on H20 AI chips
According to an SEC filing from NVIDIA, the US government now requires companies to obtain a license to export H20 integrated circuits and any other products that achieve the same performance benchmar [...]
2025-01-13
Biden proposes new export controls on GPUs targeting China
The Biden administration has unveiled its “AI diffusion rule,” which aims to restrict the export of GPUs that are most coveted for AI applications. Although it does not mention the nation by name, [...]
2025-02-14
Apple could roll out AI features for iPhones in China as early as May
Apple's artificial intelligence features for iPhones could be available in China as early as May, according to Bloomberg. The company reportedly established several teams in China and the US to m [...]
2025-03-03
Chinese dealers advertise Nvidia's newest Blackwell processors despite strict US export controls
A sophisticated black market is helping Chinese buyers access Nvidia's latest processors despite US trade restrictions, as authorities crack down on illegal shipments.<br /> The article Chi [...]