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Sources: Nvidia tested Intel's 18A to make chips but stopped moving forward; interviews with 20+ people describe how dealmaker Lip-Bu Tan gave Intel a lifeline
(
www.reuters.com
)
12 days ago
Intel
Nvidia
Sources reveal inconsistencies in Megaspeed's chip inventory, as the US probes the Singapore AI startup over alleged Chinese ownership and Nvidia chip smuggling
(
www.bloomberg.com
)
14 days ago
China
Startup
AI
Singapore
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
)
14 days ago
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
)
14 days ago
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
)
14 days ago
Google
Nvidia
Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection
(
www.barrons.com
)
17 days ago
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
)
18 days ago
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
)
18 days ago
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
)
19 days ago
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
)
21 days ago
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
)
21 days ago
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
)
22 days ago
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
)
24 days ago
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
)
24 days ago
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
)
24 days ago
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
)
26 days 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
)
26 days ago
Google
Nvidia
Nvidia Builds Location Verification Tech That Could Track Where Its AI Chips End Up
(
tech.slashdot.org
)
26 days 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
)
26 days 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
)
26 days 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
)
26 days 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
)
27 days 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
)
27 days 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
)
27 days 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
)
27 days 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
)
27 days 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
)
27 days 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
)
27 days 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
)
27 days ago
China
Nvidia
Nvidia Can Sell H200 Chips To China For 25% US Cut
(
hardware.slashdot.org
)
28 days ago
China
Nvidia
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