With its China-focused H20 still facing uncertainty despite U.S. approval, NVIDIA’s next-gen AI chip Rubin has drawn fresh attention amid delay rumors. But the company told Barron’s and Seeking Alpha the claims are false, adding Rubin remains on schedule. The reports, citing Fubon Research, w...

According to Reuters, sources say the Cyberspace Administration of China has summoned domestic companies—including Tencent, ByteDance, Baidu, and several smaller tech firms—over their purchases of Nvidia’s H20 chips, asking them to justify the purchases and expressing concerns about potential ...

According to Reuters, the Trump administration has asked NVIDIA and AMD to give the U.S. government 15% of revenue from AI chip sales in China, after approving exports of NVIDIA’s H20 and AMD’s MI308. Notably, in addition to the H20, Trump said Jensen Huang has a reduced version of NVIDIA’s Bl...

NVIDIA and AMD reportedly secured export licenses last Friday to sell their H20 and MI308 chips in China—but at a steep price. According to the Financial Times, the chipmakers have agreed to share 15% of their China revenues as a condition for the approvals. The report suggest that this marks t...

According to a report by Tom’s Hardware, citing South China Morning Post, Huawei has approved a plan to open-source its CANN software toolkit for Ascend AI GPUs. As noted in the report, the move is intended to strengthen Huawei’s position against NVIDIA and its closed-source CUDA software ecosys...