Alibaba whips out AI chip to dodge Nvidia squeeze
China’s silicon brigade tries to fill the GPU hole with homebrew parts
Chinese cloud giant Alibaba has wheeled out a shiny new AI chip, hoping to plug the silicon hole left after Nvidia was kicked in the export rules by Uncle Sam.
Nvidia’s profits sparkle but China chip freeze spooks traders
AI darling’s data centre growth slows as H20 blacklisting bites
Nvidia has blown past earnings expectations again, but that wasn’t enough to satisfy the cocaine nose jobs of Wall Street.
Nvidia pulls plug on China-only H20 GPU
Nvidia backs away as Chinese market turns sour
Nvidia appears to be winding down its H20 GPU line for China, as the economic and political winds continue to blow straight in its face.
China turns off Nvidia over loudmouth US trade chief
Beijing tells tech giants to dump AI chip after US boasts spark fury
The Middle Kingdom is quietly telling its top tech outfits to give up on buying the H20, a neutered AI chip from Nvidia, after a senior US official’s remarks left Beijing fuming.
China leans on Nvidia chip buyers
Beijing pressures tech firms to explain why they’re not buying local silicon
The Middle Kingdom’s bureaucrats are making life more difficult for Nvidia by questioning Chinese tech giants about their reasons for ordering the US chipmaker’s H20 AI processors.
Why Huang giving Trump a kick back was Nvidia's only move
It is unclear if it is actually legal
Nvidia's CEO's Jensen Huang half-trillion-dollar "carrot" to Donald Trump appeared to get the president to turn a blind eye to his exporting chips to China, proving where diplomacy fails a good kick-back will always succeed.
Beijing gives Nvidia a kicking over H20 chip
Claims of tracking tech and remote shutdown
Nvidia’s charm offensive in China has taken a nosedive after Beijing summoned the firm to explain what it claimed were “serious security issues” buried in its made-for-China AI chips.
Nvidia's H20 chips hit red tape gridlock in US-China shuffle
Licensing logjam stalls AI GPU shipments despite lifted ban
Nvidia might have dodged a US ban on its H20 AI chips for China, but it’s entangled in a licensing quagmire so deep it’s putting the brakes on exports.
Nvidia chases more H20 chips from TSMC
Wants 300,000 extra units
Nvidia is grovelling at the door of TSMC, begging it to crank out another 300,000 of its H20 AI chips, according to Reuters.
Nvidia’s banned AI chips flood China’s black market
More than a $1bn of restricted B200 processors slipped through in three months
Washington’s plan to restrain China’s AI ambitions is already failing as more than $1 billion worth of Nvidia’s high-end AI chips entered China in the three months after Donald Trump tightened export curbs.