Following reports that NVIDIA is set to start shipping H200 chips to China by mid-February next year, the country’s top tech firms appear to be accelerating their AI investments. The Financial Times reports that ByteDance, TikTok’s parent company, is preparing to boost its AI spending in 2026, w...

While Huawei’s AI chips have made rapid strides, a new U.S. council report finds that NVIDIA continues to lead in overall AI hardware performance, with that lead expected to continue. According to a report by the U.S. Council on Foreign Relations, an analysis combining publicly available AI chip p...

Trump has approved H200 sales to China, but the arrangement has raised concerns. According to The Wall Street Journal, the chips permitted for export must undergo a special U.S. security review before shipment. As a result, the H200s—manufactured primarily in Taiwan—would first be sent to the U....

While Washington approved NVIDIA’s H200 exports to China on December 8th, Beijing reportedly acted first. According to the Financial Times, China has, for the first time, added domestic AI chips to its official government procurement list, with the Ministry of Industry and Information Technology a...

After a protracted tug-of-war, Washington has approved the export of NVIDIA’s H200 AI processors to China, with each unit subject to a 25% tariff-like fee, Reuters and Bloomberg report. President Donald Trump announced the move Monday on his social media platform, Truth Social, noting that he h...