Nvidia

Source: ByteDance, Alibaba, and Tencent asked Nvidia to ship ~1M H20s, ideally by the end of May, but the actual number delivered fell short due to new US curbs (asia.nikkei.com)
24 days ago Alibaba Tencent Nvidia

Permalink to AI updates from the past week: New OpenAI models, NVIDIA AI-Q Blueprint, and Anthropic's Google Workspace integration — April 18, 2025 (sdtimes.com)
24 days ago Google AI Nvidia

Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives (indianexpress.com)
25 days ago China AI Nvidia

Sources: Huawei plans mass shipments of its 910C chip, which combines two 910B chips and is comparable to Nvidia's H100, to Chinese customers as early as May (www.reuters.com)
25 days ago China Nvidia

Huawei unveils the Ascend 920 AI chip, expected to hit mass production in H2 2025, after Trump included Nvidia H20 in the ban on AI chip exports to China (www.tomshardware.com)
27 days ago Trump China AI Ban Nvidia

The Trump administration's restrictions on AI chip exports by Nvidia, AMD, and Intel to China could help turn Huawei into a global chip-making powerhouse (www.nytimes.com)
28 days ago Trump China Intel AI Nvidia AMD

Tech shares fall after Nvidia says new US controls on exports of AI chip will cost it $5.5 billion (indianexpress.com)
29 days ago AI Nvidia

Nvidia CEO Jensen Huang arrived in China on April 16 and visited Beijing on April 17, a source says to meet officials to discuss Trump's new chip export rules (t.co)
30 days ago Trump China Nvidia

Sources: Nvidia has privately pushed back against new US export rules, arguing China can already make some H20-level chips; Nvidia sold ~$12B of H20s in FY 2024 (www.wsj.com)
30 days ago China Nvidia

The US House opens a probe on whether Nvidia knowingly provided AI tech to DeepSeek in violation of US rules and asks Nvidia for details on its Asian customers (www.nytimes.com)
30 days ago AI Nvidia

Tech stocks plunge amid uncertainty over US tariff plans and China export controls: AMD, Nvidia, and ASML dropped 7%, Applied Materials and Lam Research fell 5% (www.cnbc.com)
30 days ago China Nvidia AMD

Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips (t.co)
30 days ago Trump China Intel AI Nvidia

UBS: Nvidia's $5.5B inventory charge indicates ~$13B in actual H20 sales; Nvidia reported $17.11B in FY 2025 revenue from China, up from $10.31B in FY 2024 (www.wsj.com)
2025-4-17 China Nvidia

Nvidia GeForce RTX 5060 Ti 16GB review: great value and performance, and GDDR7 offers more bandwidth, but the GPU's pricing and availability remain uncertain (www.tomshardware.com)
2025-4-16 Nvidia

Data orchestration startup Hammerspace, which counts Nvidia, Meta, Tesla, Palantir, and the DOD as clients, raised $100M, sources say at a $500M+ valuation (techcrunch.com)
2025-4-16 Startup Tesla Nvidia

Sources: Nvidia did not warn at least some major customers in advance about new US export rules on its H20 chips to China; the US told Nvidia about a week ago (www.reuters.com)
2025-4-16 China Nvidia

A look at Huawei's AI CloudMatrix 384 rack-scale system, which is less power-efficient than Nvidia's GB200 NVL72, though this is not a limiting factor in China (semianalysis.com)
2025-4-16 China AI Nvidia

Nvidia Makes Mess Afterhours, Discloses $5.5 Billion in Charges due to US Export Restrictions on its H20 Chip for China (wolfstreet.com)
2025-4-16 China Nvidia

Nvidia faces $5.5 billion charge as US restricts chip sales to China (indianexpress.com)
2025-4-16 China Nvidia

Filing: Nvidia says it will record a $5.5B charge after the US said it would require a license to export the H20 chips to China; NVDA drops 6%+ after hours (www.cnbc.com)
2025-4-16 China Nvidia

Nvidia unveils its RTX 5060 family, including the RTX 5060 Ti with 4,608 CUDA cores for $379 with 8GB of VRAM or $429 for 16GB of VRAM, launching on April 16 (www.theverge.com)
2025-4-15 Nvidia

Nvidia's $500B US spending plan follows a familiar pattern of companies trying to please President Trump and offers few details on what AI gear would be US-made (www.wsj.com)
2025-4-15 Trump AI Nvidia

Nvidia To Make AI Supercomputers in US for First Time (news.slashdot.org)
2025-4-15 AI Nvidia

Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years (techcrunch.com)
2025-4-14 AI Nvidia

Alphabet, Nvidia invest in OpenAI co-founder Sutskever's SSI: Report (indianexpress.com)
2025-4-12 Nvidia Alphabet

Source: Alphabet and Nvidia are among investors backing Safe Superintelligence; Google Cloud announced on April 9 that SSI is using its TPUs for AI research (www.reuters.com)
2025-4-12 Google AI Nvidia Alphabet

China exempts products from AMD, Nvidia, Intel, Qualcomm, and others that are made by Taiwanese companies like TSMC from the 125% tariff on US products (www.tomshardware.com)
2025-4-12 China Taiwan Intel Nvidia AMD

The Nasdaq falls 4%, with Meta closing down 7%, Nvidia down 6%, Amazon down 5%, and Apple down 4% as the White House say Trump's tariffs on China now total 145% (www.cnbc.com)
2025-4-11 Trump China Amazon Apple Nvidia

The Nasdaq falls 6%+, with Apple down 7%+, Nvidia down 8%+, and Meta down 7%+, as the White House confirms that Trump's tariffs on China now total 145% (www.cnbc.com)
2025-4-11 Trump China Apple Nvidia

Nasdaq jumps 12% after Trump announced a 90-day tariff pause, with Nvidia up 19%, Apple up 15%, Meta up 15%, Amazon up 12%, Microsoft up 10%, Alphabet up 10% (www.cnbc.com)
2025-4-10 Trump Amazon Microsoft Apple Nvidia Alphabet

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