US export controls on AI accelerators have only succeeded in forcing China to develop its own tech Half a decade of US trade policy aimed at denying China access to America's most potent semiconductor tech has only served to spur China to develop homegrown alternatives.

Through the first six months of 2025, Apple was the second-worst performer among the Magnificent Seven tech giants, as its shares tumbled 18% through the end of June. That has reversed since then, with the stock soaring 35%, while AI darlings like Meta Platforms and Microsoft slid into the red and even Nvidia underperformed

Trump said Chinese President Xi Jinping "responded positively" to the proposal to let Nvidia sell H200 AI chips on condition that the U.S

Wall Street fails to see the benefit of Nvidia finally getting the green light from the U.S

Authorities have shut down yet another China-linked smuggling network for Nvidia's AI chips, according to a release from a U.S

Nvidia can do some business with China via H200 exports, but Blackwell and Rubin are still banned

A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes

Recent analysis from TrendForce shows the price of some consumer-grade SSDs increased between 20 and 60 percent in November for the same reason. Then there's LPDDR5X memory, which is used in both smartphones and NVIDIA's Grace Blackwell and Vera Rubin platforms

As Trump gives green light to ship Nvidia H200s to China and boost US Three US-based businessmen face potential prison sentences after authorities dismantled a smuggling network accused of funneling hundreds of millions of dollars worth of Nvidia GPUs to China.

The Southern District of Texas announced the seizure of more than $50 million in NVIDIA GPUs bound for China in violation of US export laws

NVIDIA is now allowed to sell its second-best H200 processors to China, rather than just the sanction-approved H20 model that China had previously declined to buy, President Trump wrote on Truth Social

The U.S. will allow Nvidia to export its H200 data center accelerators to approved customers in China, President Donald Trump announced on Monday

Nvidia received the green light from the U.S

Several suspects have been apprehended for allegedly violating export control laws regarding the supply of Nvidia H100 and H200 AI chips to China

The US officially gave NVIDIA the go ahead to sell the company’s H200 AI chips to China

Presiden Donald Trump akhirnya membenarkan cip kecerdasan buatan (AI) NVIDIA H200 dijual kepada China dengan Amerika Syarikat akan menerima potongan 25% daripada setiap jualan

Blackwell and Rubin kit remain off limits US President Donald Trump has signalled he will allow Nvidia to resume sales of its H200 accelerators to China.

Nvidia had been at the centre of a geopolitical tug-of-war between the US and China in recent months.

The Trump administration will allow Nvidia to resume selling H200 chips to China, but only if the U.S

The U.S government will take a 25% cut, according to the president.

Nvidia and chip rival Advanced Micro Devices agreed over the summer to share 15% of the revenue from China chip sales with the U.S

The U.S. government is reportedly preparing to let Nvidia ship its H200 accelerators to China, a move that could restore Nvidias influence in the Chinese AI market and reinforce CUDAs dominance, but the question is if Beijing agrees to accept this hardware

Nvidia's CEO has again warned about China's swift progress and potential to move ahead in the AI race

The company said in November that it believes it will sell 19 million units (up from 15 million) by the time its current fiscal year ends in March. Kris Holt, Contributing reporter NVIDIA NVIDIA GeForce 5070 Ti Devindra Hardawar for Engadget Could things be any rosier for NVIDIA? Once just a video card company for gamers, NVIDIA's GPU hardware is now directly tied to the rise of the AI industry

Even as U.S. and Chinese lawmakers make it harder for Nvidia to sell its chips to Chinese customers, the alternatives aren't able to offer a competitive product

From Amazon to AMD, everything looks like an NVL72 now Amazon last week revealed its Trainium3 UltraServer rack systems, and if your first thought was "boy that looks a lot like Nvidia's GB200 NVL72," your eyes aren't deceiving you.

Stories of NVIDIA’s woes with faulty 12VHPWR connectors are starting to become commonplace at this point, we barely bat an eye when another tale gets added to the tally

Cambricon aims to triple AI chip output in 2026 despite yield issues, resource shortages, and rising competition from Huawei

A Reddit user has reported that Nvidia declined to replace their brand-new GeForce RTX 5080 Founders Edition and that the company is trying to burn my house down

Nvidia CEO Jensen Huang revealed in a recent Joe Rogan podcast that the inventors behind deep learning ran the world's first machine learning network on a pair of GTX 580s in SLI in 2012

ASUS is bringing the redesigned XG Mobile external GPU module to Malaysia, though we'll only get one variant featuring the NVIDIA GeForce RTX 5070 Ti Laptop GPU

The SAFE Chips Act proposed by a bipartisan group aims to lock current export rules into law, preventing AMD and Nvidia from selling any AI accelerators based on the latest architectures to China for the next 30 months and forcing companies to compete with H20 and MI308 against China's latest AI processors

Owing to community demand, NVIDIA is bringing back 32-bit PhysX support for GeForce RTX 50 series GPUs for games that still require this feature

AWS is taking pages from Nvidia's book with its new Trainium3 AI accelerators and Trn3 Gen2 UltraServers that are now built entirely on in-house silicon and are accompanies by the enhanced Neuron software stack that simplifies their adoption and gives users more controls over performance and behavior

Nvidia responds to NorthridgeFix and is replacing one of its customers' damaged RTX Pro 6000 Blackwell graphics cards worth $10,000, even though the damage was not Nvidia's fault and was done accidentally by the customer

The Taiwanese company has increasingly moved into the AI infrastructure space in recent times

A bipartisan group so Senators in the US have unveiled a bill that would block the Trump administration from further loosening rules currently in place, restricting China from gaining access to its advanced AI chips for the next two and a half years. The bill is called the Secure and Feasible Exports Act, or SAFE […] The post US Senators File New Bill That Could Block NVIDIA From Selling Advanced AI Chips To China appeared first on Lowyat.NET .

Shares of Moore Threads soared by more than 400% on its debut in Shanghai following its $1.1 billion listing.

Nvidias Jensen Huang successfully lobbied Trump and lawmakers against a proposed AI chip export rule and issued a warning about fragmented state regulation of AI

Nvidias Linux 590 driver drops support for GTX 900 and 10-series GPUs, ending Game Ready updates but quarterly security ones continue

Nvidia's recent slew of billion-dollar checks highlight the company's growing cash pile

Nvidia is along for the ride with chips to offer, naturally Palantir has always been a company marked by ambition, and it's embarking on what might be its most ambitious project yet with Chain Reaction, a new multi-industry, AI-powered software suite designed to eliminate energy bottlenecks for datacenters.

After discontinuing the feature earlier this year, Nvidia is bringing back GPU-powered PhysX compatibility for the RTX 50 lineup

Nvidia CEO Jensen Huang admits that he has no idea whether Nvidia can sell its H200 chips in China even if Washington allows the company to export them

Cash influxes from the U.S. government, Nvidia, and SoftBank stabilized Intel enough to cancel plans to spin out its networking and communications division

Chinese tech firm Cambricon Technologies has plans to triple its production of domestic AI chips in 2026, targeting the market dominance of national giant Huawei

Pada pertengahan tahun ini, ia telah diumumkan bahawa NVIDIA akan mengehadkan sokongan kemaskini perisian untuk siri kad grafik NVIDIA GeForce GTX 900 dan GeForce GTX 1000 kepada kemaskini sekuriti dan prestasi umum sahaja

Dec 3 (Reuters) - U.S. President Donald Trump met with chip giant Nvidia's CEO Jensen Huang on Wednesday to discuss export controls, a source familiar with the matter told Reuters

The U.S. House shelved the GAIN AI Act, blocking a rule that would have forced AMD and Nvidia to put U.S

Nvidia CEO Jensen Huang told reporters on Capitol Hill that he had just met with President Trump, and the two "talked in general about export controls."

Micron Technology didn't share how many jobs could be impacted by shuttering Crucial, but did note that it hoped to soften the blow via "redeployment opportunities into existing open positions within the company." The majority of generative AI products used today are supported by a growing network of data centers that train and host large language models. The rapid buildout of servers at these data centers has been a boon to PC parts makers like NVIDIA , who provide the GPUs used to power them, but also companies like Micron, who build the memory components these computers need to run

Nvidia 590 drivers cut support for GTX 900- and 10-series

Nvidia has taken a $2 billion equity stake in Synopsys, as the two companies announced a long-term collaboration to accelerate electronic design automation workloads on GPUs

Amazon and Nvidia hardware can be installed within a customers own facility with AI Factories

Anthropic has made its first acquisition by buying Bun, the engine behind its fast-growing Claude Code agent. The move strengthens Anthropic's push into enterprise developer tooling as it scales Claude Code with major backers like Microsoft, Nvidia, Amazon, and Google

AWS AI Factories will combine next-gen Nvidia hardware with Amazon's Trainium chips and AI models

AWS is deepening its partnership with Nvidia by adopting "NVLink Fusion" in its upcoming Trainium4 AI chips

Amazon Web Services' two-track approach to artificial intelligence came into better focus Tuesday.

Dec 2 (Reuters) - Nvidia's agreement with ChatGPT parent OpenAI to invest up to $100 billion in the startup is still not finalized, the chipmaker's chief financial officer Colette Kress said on Tuesday at the UBS Global Technology and AI Conference in Arizona

LAS VEGAS, Dec 2 (Reuters) - Amazon.com's AWS cloud computing unit on Tuesday said it will adopt key Nvidia technology in future generations of its artificial intelligence computing chips as the firm ramps up efforts to attract major AI customers to use its services

Meanwhile, Trainium3 makes its debut promising million-chip training clusters Re:Invent Amazon says that its next generation of homegrown silicon will deliver 6x higher performance thanks to a little help from its buddy Nvidia.

AMD is also rising. Both gain at Nvidia's expense

U.S.-based Luma AI is targeting 200 hires in the U.K

SoftBank Group founder Masayoshi Son has downplayed his firm's decision to dump its Nvidia position, saying he "was crying" to sell the shares.

The AI infrastructure buildout is creating shortages of components including various types of chips that are also used in consumer electronics.

Broadcom's custom chips are no threat to Nvidia, according to the latter's CEO.

You could do that on a CPU, but who can say no to a 30x GPU speed boost? As part of its effort to spread GPUs everywhere, Nvidia is investing $2 billion into simulation giant Synopsys.

The two companies are partnering to accelerate computing and AI engineering solutions.

Huang urges complete AI automation while Nvidia confronts investor skepticism, internal resistance, and broader industry concerns about long-term stability

Nvidia has released a paper describing TiDAR, a decoding method that merges two historically separate approaches to accelerating language model inference

Blackwell GPUs, Juniper integration, and a planned France lab aim to speed enterprise rollouts HPE is upgrading its Private Cloud AI stack with Nvidia technology and preparing a France-based AI Factory Lab where customers will be able to test out workloads.

Nvidia's hugely popular RTX 5090 Founders Edition has been restocked in the UK at its MSRP price of 1,799

Dec 1 (Reuters) - Nvidia has invested $2 billion in chip design software maker Synopsys as part of an expanded multi-year tie-up to jointly develop new tools for designing products across industries using its AI technology

Walmart is running great discounts for its Cyber Monday sale on low-priced Acer Nitro V gaming laptops. You can get either a 16-inch model with an AMD CPU or a 15.6-inch Intel model, both kitted out with Nvidia's RTX 5050 GPU

The latter is now available on a number of monitors, particularly gaming displays. However, its only supported by the latest NVIDIA RTX 3000- and 4000-series, AMD RX 6000-series GPUs

The upshot is: Not only are memory prices getting bad now, but it's exceptionally difficult to predict when shortage-fueled price hikes might end... Tom's Hardware reports that AMD has told its partners that it expects to raise GPU prices by about 10 percent starting next year and that Nvidia may have canceled a planned RTX 50-series Super launch entirely because of shortages and price increases

Nvidia had set the MSRP of its RTX 5070 GPU at $549, but AIB variants often sell for a premium, especially in the post-pandemic landscape

Leaker Golden Pig Upgrade reported that NVIDIA has reportedly stopped bundling the VRAM packages alongside the GPU silicon due to the recent RAM pricing surge, meaning AIBs will now have to source their own.

Nvidia's accelerators look pricey, but bullion still wins on cost per ounce For as long as I have been a reporter and analyst in the IT sector, November has always been supercomputing month

I'm starting to despair for the future of GPUs, as a rumor that Nvidia may stop supplying partners with VRAM could be really bad news