Nvidia

Sources: Nvidia's DGX Cloud is merging with the engineering unit, pivoting from selling cloud services to enterprises to supporting internal AI development (www.theinformation.com)
2025-12-23 AI Nvidia

Sources: Nvidia plans to begin shipping its H200 chips to China before mid-February 2026 and expects initial shipments to be ~40,000 to 80,000 H200 units (www.reuters.com)
2025-12-22 China Nvidia

Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma (siliconangle.com)
2025-12-22 Google Nvidia

Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection (www.barrons.com)
2025-12-20 Tencent Nvidia Tokyo

US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening (www.cfr.org)
2025-12-19 China Nvidia

Twenty-four companies, including Microsoft, Google, Nvidia, OpenAI, and AWS, join the US Genesis Mission to boost the use of AI for scientific discovery (www.bloomberg.com)
2025-12-19 Google Microsoft AI Nvidia

AI chip startup Mythic, which develops “analog processing units” to perform AI computations within memory, raised $125M led by DCVC; its CEO is a Nvidia veteran (www.bloomberg.com)
2025-12-18 Startup AI Nvidia

Nvidia announces it has acquired SchedMD, the developer of Slurm, an open-source workload management system for HPC and AI (www.reuters.com)
2025-12-16 AI Nvidia

Nvidia launches Nemotron 3, a family of AI models using a hybrid mixture-of-experts architecture and the Mamba-Transformer design, in 30B, 100B, and ~500B sizes (venturebeat.com)
2025-12-16 AI Nvidia

How Nvidia's lobbying efforts grew after Howard Lutnick brokered Jensen Huang's access to Trump, ending with the president's approval of the H200 sales to China (t.co)
2025-12-15 Trump China Nvidia

David Sacks says China is rejecting Nvidia's H200 AI chips, because the country wants “semiconductor independence” and to “prop up and subsidize Huawei” (www.bloomberg.com)
2025-12-13 China AI Nvidia

Sources: Nvidia tells its Chinese clients that it is considering adding production capacity for its H200 chips in response to robust demand (www.reuters.com)
2025-12-13 China Nvidia

Taiwan opens its largest AI supercomputing data center using Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation (asia.nikkei.com)
2025-12-12 Taiwan AI 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)
2025-12-11 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)
2025-12-11 Google Nvidia

Nvidia Builds Location Verification Tech That Could Track Where Its AI Chips End Up (tech.slashdot.org)
2025-12-11 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)
2025-12-11 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)
2025-12-10 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)
2025-12-10 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)
2025-12-10 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)
2025-12-10 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)
2025-12-10 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)
2025-12-10 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)
2025-12-10 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)
2025-12-10 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)
2025-12-9 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)
2025-12-9 China Nvidia

Nvidia Can Sell H200 Chips To China For 25% US Cut (hardware.slashdot.org)
2025-12-9 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)
2025-12-9 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)
2025-12-9 Trump China Nvidia

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