Nvidia

Sources: ByteDance and Alibaba have asked Nvidia about placing large orders for H200 chips after Trump's export approval, as they remain concerned about supply (www.reuters.com)
13 hours ago Trump Alibaba Nvidia

Starcloud, which launched a satellite with a Nvidia H100 chip in November, says the satellite is running and querying responses from Google's Gemma (www.cnbc.com)
18 hours ago Google Nvidia

Nvidia Builds Location Verification Tech That Could Track Where Its AI Chips End Up (tech.slashdot.org)
18 hours ago AI Nvidia

Nvidia says that it hasn't seen “substantiation or received tips” about chip smuggling via data centers outside of China, after The Information's DeepSeek story (www.bloomberg.com)
18 hours ago China Nvidia

Sources: DeepSeek is developing its new AI model using several thousand Nvidia Blackwell chips, which were smuggled into China via third-party countries (www.theinformation.com)
21 hours ago China AI Nvidia

President Trump letting Nvidia sell advanced AI chips to China reverses decades of US tech restrictions on its adversaries, giving China a boost in the AI race (www.nytimes.com)
22 hours ago Trump China AI Nvidia

Sources: Beijing is set to limit access to Nvidia's H200 chips despite Trump allowing their export to China, as it pushes to achieve chip self-sufficiency (www.ft.com)
1 day ago Trump China Nvidia

Sources: Nvidia has privately demonstrated its unreleased location verification tech in recent months, which could show the country its chips are operating in (www.reuters.com)
1 day ago Nvidia

Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump's move to allow Nvidia exports (www.ft.com)
1 day ago Trump China AI Nvidia

Sources: Nvidia's H200 chips for China, mainly manufactured in Taiwan, will travel to the US for an unusual national security review before they are exported (www.wsj.com)
1 day ago China Taiwan Nvidia

Source: Trump allowed Nvidia to sell H200s to China after concluding the move carried a lower security risk as Huawei offers systems with comparable performance (www.bloomberg.com)
1 day ago Trump China Nvidia

Some Biden-era officials say access to Nvidia chips could help China's AI companies buy time while China's chip makers improve their chips' performance (www.nytimes.com)
1 day ago China AI Nvidia

Sources: Beijing is set to limit access to Nvidia's H200 chips despite President Trump allowing their export to China, in its push for chip self-sufficiency (www.ft.com)
1 day ago Trump China Nvidia

The US DOJ detains two men for allegedly violating export controls by trying to smuggle $160M+ of Nvidia H100 and H200 chips to China; a third man pled guilty (www.bloomberg.com)
2 days ago China Nvidia

Nvidia Can Sell H200 Chips To China For 25% US Cut (hardware.slashdot.org)
2 days ago China Nvidia

President Trump says the “same approach” used to let Nvidia ship H200 chips to China will also apply to “AMD, Intel, and other GREAT American Companies” (www.reuters.com)
2 days ago Trump China U.S. Intel Nvidia AMD

President Trump says the US will allow Nvidia to ship H200 chips to “approved customers” in China and elsewhere, and that Xi Jinping “responded positively” (www.cnbc.com)
2 days ago Trump China Nvidia

Source: the US Department of Commerce plans to allow the export of Nvidia's old H200 chips to China, seeking a compromise over controlling exports to China (www.semafor.com)
2 days ago China Nvidia

Sources: Skild AI, which develops a foundational model for robots, is in talks to raise $1B+ from SoftBank and Nvidia at a $14B valuation, up from $4.7B in July (www.reuters.com)
2 days ago AI Robot Nvidia

Nvidia says its GB200 Blackwell AI servers boost performance 10x compared to H200 servers for MoE models like Moonshot's Kimi K2 Thinking and DeepSeek's R1 (www.reuters.com)
7 days ago AI Nvidia

Jensen Huang says “we don't know” if China would accept Nvidia's H200 AI chips even if the US relaxed export controls, following a meeting with President Trump (www.bloomberg.com)
7 days ago Trump China AI Nvidia

Amazon To Use Nvidia Tech In AI Chips, Roll Out New Servers (slashdot.org)
8 days ago Amazon AI Nvidia

Amazon launches AWS AI Factories to deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in customers' data centers (www.datacenterdynamics.com)
8 days ago Amazon AI Nvidia

Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to work with Nvidia's chips (techcrunch.com)
8 days ago Amazon AI Nvidia

At a Tokyo forum, Masayoshi Son says he “was crying” over SoftBank selling its $5.83B Nvidia stake but “I just had more need for money to invest in OpenAI” (www.cnbc.com)
8 days ago Nvidia Tokyo

Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model” (techcrunch.com)
9 days ago AI Nvidia

Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (stratechery.com)
9 days ago Google Nvidia

Nvidia acquires $2B of Synopsys' common stock and unveils a strategic partnership to accelerate computing and AI engineering products, including deploying CUDA (www.cnbc.com)
9 days ago AI Nvidia

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (newsletter.semianalysis.com)
10 days ago Google AI Nvidia

An analysis of Google TPU v6e vs AMD MI300X vs Nvidia H100/B200: Nvidia achieves a ~5x tokens-per-dollar advantage over TPU v6e and 2x advantage over MI300X (x.com)
12 days ago Google Nvidia AMD

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