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Nvidia to resume selling H20 AI chips in China after U.S. assurances
Nvidia said it will once again sell its H20 AI chips in China, after receiving assurances from the Trump administration.
Nvidia's chips to China: Is US trading AI dominance for rare earth access?
The Commerce Department allows Nvidia to sell H20 AI chips to China despite security concerns, and experts are divided on the U.S. technological advantage.
Nvidia stock jumps after the AI titan says it can sell some of its top chips to China again
Nvidia stock spiked on Tuesday. The AI chip titan said it had received assurances from the administration that it can resume sales of key AI chips to China.
NVIDIA says it can resume selling key AI chips to China
NVIDIA can start selling its H20 AI GPU to China again after gaining approval to do so from the US government.
Nvidia’s AI Chips Are Returning to China After Huang and Trump Meet
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Mackenzie Hawkins looks at the reversal from the Trump administration on a subject that US officials had repeatedly said was not up for discussion.
China Faces $2.5B AI Chip Supply Gap Despite Nvidia’s Return
Chinas booming artificial intelligence sector is set to demand $39.5 billion worth of AI chips in 2025, yet supply is forecast to fall short at $37 billion, creating a $2.5 billion gap, according to Bernstein
Nvidia plans to restart H20 chip exports to China but needs U.S. license approvals
Nvidia informed its Chinese customers that H20 chip availability is constrained, according to The Information. The chipmaker announced this week it plans to restart H20 exports to China, pending U.S.
DIGITIMES52m
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring ...
How Huawei ascended from telecoms to China's ‘jack of all trades' AI leader
Despite being hindered by years of U.S. trade restrictions, Huawei has quietly emerged as one of the fiercest competitors ...
TweakTown53m
NVIDIA's new B30 AI GPU planned to ship in Q4: 10-20% slower than H20, but 30-40% cheaper
NVIDIA resumes shipping its H20 AI GPU into China, piggybacking its new B30 AI GPU for China later this year, thanks to US ...
AMD's Latest AI Chips Are on Par With Nvidia's Blackwell GPUs, HSBC Says
HSBC analysts upgraded their rating on AMD, noting that its latest series of chips can compete with Nvidia’s Blackwell GPUs.
Nvidia CEO Meets With Trump and Secures Permission to Sell AI Chips in China Again
It’s been a very busy week for Nvidia CEO Jensen Huang. After meeting with President Donald Trump and senior officials in ...
Malaysia says trade permit required for AI chips of U.S. origin
Malaysia's trade ministry said on Monday that the export, transshipment and transit of high-performance artificial ...
Japan Inches Toward AI Goals With Rapidus’ First Chip Prototype
Japan’s Rapidus Corp. has prototyped an advanced chip, an early step in the government-backed startup’s attempt to leapfrog ...
Talen Energy: The Street Chases AI Chips, I'm Buying The Power Behind Them
Talen Energy shifts to AI infrastructure, leveraging PJM market and AWS deals for growth. See about TLN stock's unique data ...