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Sources: the US has started issuing licenses to Nvidia to export H20 chips to China following weeks of inaction, after Jensen Huang met Trump on Wednesday
(
t.co
)
12 days ago
Trump
China
Nvidia
Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise capital and acquire an AI company meant to help it compete against Nvidia and AMD
(
www.wsj.com
)
12 days ago
Intel
AI
Nvidia
AMD
Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise new capital and acquire an AI company meant to help it compete against Nvidia
(
www.wsj.com
)
13 days ago
Intel
AI
Nvidia
SoftBank reports Q1 net profit of $2.87B, vs. ~$850M est., boosted by its Nvidia investment and says Vision Fund has a “late-stage portfolio valued at $45B”
(
t.co
)
14 days ago
Nvidia
Shares of Hong Kong-listed Chinese chipmaker InnoScience closed up 31% on August 1, after Nvidia named the company as a supplier for its 800V HVDC architecture
(
www.bloomberg.com
)
14 days ago
China
Hong Kong
Nvidia
Filings: SoftBank increased its Nvidia stake to ~$3B in Q1 and bought ~$330M worth of TSMC stock; source: Vision Fund monetized almost $2B of assets in H1 2025
(
www.bloomberg.com
)
14 days ago
Nvidia
Asset
The US DOJ says two Chinese nationals were arrested in California and charged with illegally shipping AI chips, like Nvidia H100s, to China from 2022 to 2025
(
www.reuters.com
)
14 days ago
China
AI
Nvidia
California
Nvidia says its GPUs do not contain backdoors, kill switches, or spyware, and hard-coded, single-point controls like kill switches undermine trust in US tech
(
blogs.nvidia.com
)
14 days ago
Nvidia
Analyst: China summoning Nvidia over alleged H20 security risks shows it “wants to use the Nvidia case to show China is a buyer, but it won't be a blind buyer”
(
www.bloomberg.com
)
14 days ago
China
Nvidia
Sources: thousands of US export license applications, including for Nvidia's shipments of AI chips to China, are stalled due to US Commerce Department turmoil
(
www.reuters.com
)
20 days ago
China
AI
Nvidia
Sources: CapitalG and Nvidia are in talks to invest in Vast Data, which could value the AI infrastructure provider at ~$30B, up from $9.1B in 2023
(
www.reuters.com
)
20 days ago
AI
Nvidia
China Claims Nvidia Built Backdoor Into H20 Chip Designed For Chinese Market
(
slashdot.org
)
21 days ago
China
Nvidia
SK Hynix passed Samsung as the world's top memory maker in Q2, reporting $15.6B in memory revenue vs. Samsung's $15.2B, as Nvidia heavily relies on its products
(
www.bloomberg.com
)
21 days ago
Samsung
Nvidia
The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips
(
www.reuters.com
)
21 days ago
China
AI
Nvidia
Microsoft became the second company to surpass $4T in market cap, joining Nvidia, after shares jumped 8%+ in after-hours trading on better-than-expected results
(
www.cnbc.com
)
21 days ago
Microsoft
Nvidia
Nvidia orders 300,000 H20 chips from TSMC due to robust China demand
(
indianexpress.com
)
23 days ago
China
Nvidia
Sources: Nvidia ordered 300K H20 chips from TSMC last week, adding to inventory of 600K to 700K, amid strong China demand after Trump admin cleared H20 sales
(
www.reuters.com
)
23 days ago
Trump
China
Nvidia
Huawei Shows Off 384-Chip AI Computing System That Rival Nvidia's Top Product
(
hardware.slashdot.org
)
24 days ago
AI
Nvidia
Huawei debuts the CloudMatrix 384 AI computing system, which outperforms Nvidia's most advanced GB200 NVL72 system on some metrics, according to SemiAnalysis
(
www.reuters.com
)
25 days ago
AI
Nvidia
A look at efforts by startups, such as Positron and Groq, to develop inference-focused chips that aim to be more energy efficient and performant than Nvidia's
(
www.wsj.com
)
25 days ago
Energy
Startup
Nvidia
Huawei shows off AI computing system to rival Nvidia's top product
(
indianexpress.com
)
26 days ago
AI
Nvidia
Nvidia CEO Jensen Huang says AI will create more millionaires in 5 years than the Internet did in 20
(
indianexpress.com
)
27 days ago
AI
Nvidia
Sources: repair demand in China for Nvidia's banned AI chips, including H100 and A100, surges as ~12 firms now repair chips that made their way into the country
(
www.reuters.com
)
27 days ago
China
AI
Nvidia
Nvidia not permitted to sell its most advanced chips to China
(
indianexpress.com
)
27 days ago
China
Nvidia
Nvidia AI chips worth $1 billion entered China despite US curbs: Report
(
indianexpress.com
)
28 days ago
China
AI
Nvidia
Analysis and sources: $1B+ of Nvidia's AI chips were shipped to China in the three months after President Trump tightened chip export controls in May
(
t.co
)
28 days ago
Trump
China
AI
Nvidia
At an AI summit, President Trump says he considered breaking up Nvidia before aides told him that doing so was “very hard” and “I learned the facts here”
(
www.bloomberg.com
)
28 days ago
Trump
AI
Nvidia
Nvidia's CUDA Platform Now Support RISC-V
(
hardware.slashdot.org
)
29 days ago
Nvidia
Nvidia rival Hailo announced the general availability of its second-generation AI accelerator chip, the Hailo-10H, with HP among its early adopters
(
www.crn.com
)
30 days ago
AI
Nvidia
Sources: after raising $10B, xAI is now working with a trusted financier to secure up to $12B to buy Nvidia chips, led by Elon Musk-linked Valor Equity Partners
(
www.wsj.com
)
30 days ago
Elon Musk
Nvidia
Equity
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