Subject


Nvidia


2025-05-19

[News] NVIDIA Ditches Hopper, Reportedly Turns to Blackwell for China-Specific AI Chip

According to Commercial Times, NVIDIA is reportedly shifting to develop a new custom AI chip for the Chinese market based on its latest Blackwell architecture, replacing the H20. The move is expected to boost demand for TSMC’s 4nm process, the report highlights. As Reuters notes, CEO Jensen Hua...

2025-05-19

[News] Four Themes to Watch at Computex 2025 – Beyond Just NVIDIA

While AMD’s Lisa Su is skipping this year’s Computex, NVIDIA’s Jensen Huang takes center stage again, making waves already with dinners alongside TSMC’s Chairman C.C. Wei and revealing the company’s next AI chip plan in China after the H20 ban. Kicking off Monday in Taipei, Computex 202...

2025-05-16

[News] NVIDIA Said to Build Shanghai R&D Hub Amid U.S. Export Curbs, But Core Design Could Stay Abroad

Amid tightening U.S. export controls, NVIDIA has seen a sharp revenue decline in China. According to Economic Daily News, citing Financial Times, the company reportedly plans to set up a new R&D center in Shanghai to bolster its position in the market. The center will focus on solutions tailored...

2025-05-15

[News] U.S. Reportedly to Greenlight Millions of NVIDIA’s Most Cutting-Edge AI Chips for UAE from 2025-27

Shortly after Trump has dethroned Biden’s proposed AI Diffusion rules, the UAE has reportedly emerged as the first to strike a breakthrough deal with Washington. According to Reuters, the U.S. will allow the country to import 500,000 of NVIDIA’s most advanced AI chips annually starting in 2025, ...

2025-05-14

[News] Trump Axes Biden’s AI Diffusion Framework, Targets Huawei, China’s AI Models and Chip Diversion

Before Biden’s AI chip rules kick in on May 15, Trump slams the brakes, and Washington is now zeroing in on Chinese AI chips and models. According to Bloomberg and the U.S. Bureau of Industry and Security, the agency clarified that using Huawei’s Ascend AI chips anywhere breaches US export rules...

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