2028: Two scenarios for global AI leadership
…Despite this state-backed investment, PRC AI labs and chipmakers remain stymied by US and allied export controls on advanced chips and chipmaking equipment. As a result, the compute gap appears to…
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NVIDIA's CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets
…Markets The US AI policy shift towards China has been ongoing since NVIDIA's Hopper generation of chips . Export controls restricted NVIDIA from selling its bleeding-edge chips to Chinese firms & this…
US approves 10 Chinese firms to buy NVIDIA H200 chip following Trump's visit
…The H200 chips are modified, lower-tier versions of NVIDIA’s flagship AI accelerators, designed to comply with US export restrictions. The US has also approved Lenovo and Foxconn as distributors, with…
'In China we have now dropped to zero': Nvidia CEO Jensen Huang wants US to export AI 'like crazy'
…As Huang himself explains, the AI industry is like a layer cake with five levels: energy production, AI chips, infrastructure like data centers, AI models and finally AI applications. By Huang's…
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China is increasingly keeping its best AI talent to itself | TechCrunch
…in 2025, Beijing imposed two rounds of export controls on 14 rare earth materials critical to high-tech military manufacturing, and separately barred state-funded data centers from deploying foreign AI chips…
Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August
…export restrictions than the accelerators that underpin Nvidia's data center business, and the company's recent history in China shows that Washington is no longer the only obstacle. The U.S…
Qualcomm Reportedly Lands Major ByteDance Chip Deal For AI Data Centers
…This allows Qualcomm to sell chips to Bytedance without running afoul of existing U.S. restrictions. With ByteDance reportedly having boosted its AI infrastructure budget by 25% to nearly $29.4 billion…
Huawei reckons folding chips beats sanctions – Fudzilla.com
News PC Hardware May 25, 2026 by Nick Farrell Huawei reckons folding chips beats sanctions Huawei says it can dodge US chip bans with stacked silicon tricks, giving Washington’s export controls…
Sanctioned Chinese AI Firm SenseTime Releases Image Model Built for Speed
…That flexibility matters because US export controls restrict Chinese firms from accessing the world's most advanced AI chips, particularly those used for training, which at this point are primarily developed by…
The Butterfly in the Room: How an India Shock Breaks the AI Buildout - Semiwiki
…Huawei’s Ascend chips exist because Nvidia’s H100s were restricted. SMIC’s advancing nodes exist because TSMC access was threatened. The export control regime intended to slow China’s AI development…