The Trump administration is considering lifting restrictions that prevent Nvidia from selling its new AI chip, the H200, to China. This move could have significant implications for both […]
U.S. Grants Microsoft License to Export Nvidia AI Chips to UAE
The U.S. Department of Commerce has granted Microsoft permission to export Nvidia’s advanced AI chips to the United Arab Emirates (UAE), a significant move under the current administration. […]
OpenAI Teams Up with Broadcom to Develop Custom AI Chips, Aiming for 10-Gigawatt Data Center Expansion
OpenAI has partnered with Broadcom to create custom AI chips, aiming to expand its data center capacity by 10 gigawatts by 2029. This initiative seeks to reduce OpenAI’s […]
G42 Broadens AI Chip Supplier Options, Exploring AMD, Qualcomm for Its Data Center
UAE-backed technology company G42 is expanding its semiconductor supply options beyond Nvidia to meet the demands of its ambitious AI campus. The firm has initiated discussions with companies […]
Nvidia Stock Dips After Export Restrictions Impact Sales in China
Nvidia’s stock suffered a drop following the announcement of export restrictions from the U.S., impacting sales of its AI chips to China. Despite exceeding revenue and profit expectations […]
Nvidia Earnings Beat Forecasts, but Export Restrictions Weigh Down Stock
Nvidia exceeded earnings estimates in August 2025, but its stock saw a drop after-hours trading due to US export restrictions impacting AI chip sales to China. The decline […]
Cambricon’s Explosive Growth: A Challenge to Nvidia’s Dominance in AI Chip Market
Chinese chipmaker Cambricon has experienced a significant surge in revenue during the first half of 2023, reporting a stunning 4,000% increase. This growth has propelled Cambricon to a […]
Canaan Inc. Reports Q2 Revenue Growth, Announces Exit from AI Chip Division
Canaan Inc. recently announced a significant revenue boost for the second quarter of the year. In conjunction with this financial success, the company has made the strategic decision […]
US Employs Hidden Trackers to Combat AI Chip Diversion to China
To combat the illicit export of advanced AI chips to China, the US government is secretly equipping select shipments with location-tracking devices. This move comes as part of […]
China Cease Using Nvidia’s H20 Chips: New Guidance Threatens Recovery Efforts
The Chinese government has issued a directive advising local businesses to avoid utilizing Nvidia’s H20 chips, potentially hindering the company’s efforts in China. Sources indicate that this guidance […]
Nvidia Excludes China From Revenue Projections Due to Trade Restrictions
Semiconductor giant Nvidia has made a strategic decision, removing China from its official revenue forecasts. This move comes as the result of ongoing geopolitical tensions and U.S. chip […]
U.S. Official Warns Huawei’s AI Chip Production Will Remain Limited
The U.S. Commerce Department has issued a stark warning that Huawei Technologies, despite its ambition, is unlikely to produce more than 200,000 advanced artificial intelligence chips by 2025. […]
NVIDIA, AMD Enter China with Complied AI Chips Amid US Trade Restrictions
In a move to adapt to evolving global trade policies, major chip manufacturers NVIDIA and AMD are launching new AI-focused chips specifically designed for the Chinese market. These […]
Microsoft Dominates Nvidia’s AI Chip Market, Accounting for 47% of Spending
Microsoft has emerged as the leading consumer of Nvidia’s AI chips, spending an estimated 47% of its capital expenditures on these specialized components. This significant investment accounts for […]
Nvidia Releases Cheaper AI Chips for China to Navigate US Restrictions
Nvidia’s move to offer more affordable AI chips in the Chinese market comes amid tightened U.S. export restrictions that have significantly impacted its sales and global presence. The […]