Alibaba Shows China May Be the Next Frontier for Nvidia and AMD

Alibaba, the Chinese online retail and cloud computing giant, has emerged as one of China’s AI leaders this year, ...

Nvidia’s Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions

Singapore-based Megaspeed has imported tens of thousands more chips than Nvidia saw when checking its data centers.
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Nvidia, AMD eye billions in China AI chip windfall — but who’s the real winner?

Recent reports pointing to a possible restart of GPU sales to China have raised questions about how much lost revenue Nvidia ...

After Nvidia’s White House ‘coup,’ China may not be buying

Nvidia CEO Jensen Huang appeared to have scored big on Monday when the White House approved sales of his company’s H200 chips ...

'Big Short' investor Michael Burry warns the US will lose the AI race to China if it banks on Nvidia's 'power hungry' chips

Michael Burry of "The Big Short" fame said the US needs to shift away from "power-hungry" chips, but Nvidia has a "death grip ...

Don't call it a tax hike? Trump's demand for a cut of Nvidia's China profits raises novel questions

Some Democratic lawmakers say Trump is intruding on congressional authority or may be breaking the law by demanding a price ...
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Nvidia chief: China has 2x US energy capacity despite smaller economy

Nvidia chief Jensen Huang has delivered a blunt warning about the balance of power in artificial intelligence, arguing that ...