Subject


Nvidia


2025-12-23

[News] ByteDance Reportedly to Boost 2026 AI Spend to $23B, Plans Preliminary 20K H200 Chips Order

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...

2025-12-22

[News] China’s Moore Threads Unveils Huashan AI Chip, Reportedly Takes Aim at NVIDIA’s Hopper

Hot on the heels of the U.S. greenlighting H200 exports to China, the country’s so-called “little NVIDIA,” Moore Threads, has unveiled a new product lineup, headlined by the AI training and inference chip Huashan, aiming to challenge Team Green’s Hopper series, according to the South China M...

2025-12-19

[News] U.S. Council: NVIDIA–Huawei AI Chip Gap Could Reach 17× by 2H27, Yet H200 Exports Risk Aiding China

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...

2025-12-18

[News] SOCAMM2 War Heats Up: Samsung Reportedly Delivers Samples to NVIDIA, Ramping Early 2026

While Micron confirmed at its earnings call that it has sampled its 192GB LP SOCAMM2, other memory leaders are ramping up their efforts. Yonhap News reports that Samsung has also developed SOCAMM2, an LPDDR-based server memory module, and has already delivered samples to AI powerhouse NVIDIA, with s...

2025-12-12

[News] China’s Apple Supplier Lens Tech Pivots to AI, Acquires NVIDIA-Certified Server Rack Maker

One of China’s key Apple suppliers is making an unexpected push into the AI era. Consumer electronics giant Lens Technology plans to acquire 100% of PMG International, according to Commercial Times and Anue, giving it indirect control of Yuans Technology and access to server-rack and liquid-coolin...

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