US Approves Nvidia AI Chip Exports to China
The US Commerce Department allows Nvidia to sell H200 AI chips to China under new case-by-case review, marking a policy shift from Biden-era restrictions.
The US Commerce Department allows Nvidia to sell H200 AI chips to China under new case-by-case review, marking a policy shift from Biden-era restrictions.
Chinese government imposes special approval requirements for tech companies seeking Nvidia's H200 AI chips, limiting purchases primarily to university research.
Nvidia has firmly denied a Reuters report claiming it requires Chinese customers to make full upfront payments for its advanced H200 AI chips, stating it never asks for payment before delivery.
Nvidia's CEO expects Chinese firms to place orders for H200 AI chips without a formal government declaration. US licenses pending, but demand remains high.
TikTok's parent ByteDance is reportedly budgeting 100B yuan for Nvidia H200 AI chips in 2026, a major jump from 2025. This comes as China pushes for local chip reliance and ByteDance develops custom GPUs.
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Global semiconductor sales hit $400B in 2025, driven by AI. Nvidia leads but faces competition from Google, Amazon. 2026 forecasts reach $538B despite supply chain hurdles. Read the full analysis.
Nvidia's massive $20 billion licensing agreement with Groq secures key AI inference technology and talent. Discover the deal's specifics, founder's windfall, and what's next.
President Trump's alliance with tech giants yields major wins: AI chip export limits lifted, crypto approved, and $1.4 trillion in domestic projects. Explore the political shift and its consequences.
Nvidia's licensing deal with AI chip startup Groq mirrors Meta's Instagram acquisition. While defensive, it signals competitive threats and potential margin pressure for the GPU giant. Read the full analysis.
Meta's move to train AI on Google's TPUs triggers a massive market loss for Nvidia. We compare Nvidia GPUs, Google TPUs, and Groq's LPUs. Read the full analysis.
Intel CEO Lip-Bu Tan reflects on a defining 2025 marked by mass layoffs, a White House rescue, and a public clash with Donald Trump. Read his full New Year message and the chipmaker's turnaround story.
Nvidia makes its largest-ever tech purchase, paying $20 billion to license Groq's AI inference chips. Deal signals strategic shift as AI focus moves from training to inference. Full analysis inside.
Intel CEO Lip-Bu Tan turned a public resignation demand from Donald Trump into an $8.9 billion government investment, making the US its largest shareholder. Discover the inside story of the deal.
The Trump administration postpones new tariffs on Chinese legacy chips until June 2027, citing unfair trade practices. The move follows the October US-China truce. Read the full analysis.
KPIT Technologies shares surged after signing an MOU with a global partner to develop next-gen automotive Edge AI chips. Discover the details and market impact.
Google Cloud CEO Thomas Kurian pushes back on 'chip war' narrative, calling Nvidia a partner. This follows a market dip after Google-Meta AI deal. Read the full analysis.
Nvidia's massive $100bn investment in OpenAI to fuel AI chip sales creates a complex web of dependencies. Explore the risks, rewards, and the staggering scale of AI infrastructure being built.
Chinese scientists have built a working EUV lithography prototype, a feat deemed impossible by ASML. The project, involving ex-ASML engineers, could accelerate China's chip independence. Read the full report.
Micron Technology's stellar results fuel an AI stock rally. Demand for high-bandwidth memory chips is so high, supply is sold out through 2026. Discover the market's reaction.
The US has started a formal review to potentially allow Nvidia to sell its H200 AI chips to China, marking a policy shift. Critics warn it could boost China's military AI.
Julia Roberts shared her favourite childhood sandwich on The Late Show. Discover the simple peanut butter, jelly, and chips recipe that's taking the internet by storm. Try it at home!
OpenAI is in preliminary talks to raise over $10 billion from Amazon and adopt its Trainium AI chips, a move that could reshape the semiconductor market and challenge Nvidia. Read the full details.
Chinese chipmaker MetaX's shares skyrocket 693% on debut, marking the best IPO performance in China for its size in 10 years. The AI chip firm's surge lifts broader markets. Read more.
Apple explores assembling iPhone chips in India via talks with CG Semi's Sanand OSAT facility. A deal could boost India's semiconductor ambitions. Read more.
STMicroelectronics has shipped over 5 billion chips for SpaceX's Starlink. The deal, a decade in making, may see volumes double in two years, fueling the commercial space boom. Read more.
Apple faces a major leadership crisis as Johny Srouji, the mastermind behind its silicon revolution, considers leaving. This comes amid a talent war and senior exits. Can Tim Cook retain him?
Samsung Electronics is set to reclaim the No. 1 spot in the global DRAM market by revenue in Q4 2024, driven by a projected operating profit exceeding $12.2 billion. Discover the AI chip battle details.
Neuromorphic electronics, inspired by the human brain, could power AI's next leap, offering faster processing, lower energy use, and enhanced privacy. Discover the future of computing.