"Like Selling Nuclear Weapons to North Korea": Anthropic CEO Dario Amodei Blasts U.S. Decision to Approve NVIDIA's H200 AI Chip Exports to China
… Decision to Approve NVIDIA’s H200 AI Chip Exports to China
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NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease
… To remain competitive in China, Nvidia will need to release other products including Blackwell and Rubin generation chips "in time," Huang said, adding U.S. regulation also needs to evolve if Washington wants American technologies to stay globally competitive. - Nikkei Asia We do know that after th… …
NVIDIA & AMD Could Be 'Forced' To Sell Their GPUs to American Customers First, Before Exporting Them To Other Regions
… One variation includes integrating a 'kill switch' in all AI chips sold to China . …
China Weighs Reversing Its Own NVIDIA Ban, May Let Alibaba, ByteDance & Others Buy 200,000 H200 Chips
… Related Story NVIDIA Retakes Germany’s GPU Crown With 8% More Sales, Yet AMD’s RX 9070 XT Still Outsells Every Single Card NVIDIA, following US sanctions on its products, had developed a China-specific chip called the H200, which complied with all US export control laws. …
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
… At the moment, we are 100% out of China, and so China is 0%. We went from a 95% market share to 0%, and so I can't imagine any policymaker thinking this is a good idea. In all our forecasts, we assume zero for China. If anything happens in China, it will be a bonus. …
China’s YMTC Plans to Fast-Track NAND Production at Wuhan Fab, as the Manufacturer Looks to Capitalize on the Gigantic “Gold Rush” in AI Storage
… YMTC Plans to Speed Up Its Biggest-Ever Project, the Wuhan Fab, Ultimately Adding a Difference to the Global NAND Output YMTC is known as one of the 'underdogs' in the NAND industry, mainly because, prior to US export controls in 2022, the company had been collaborating with the likes of Apple and … …
Moonshot Openly Defies The Trump Administration By Seeking Access To Additional NVIDIA GPUs For Training The Next-Gen Kimi K4 Model
… Meanwhile, the Trump administration is currently mulling whether to ban open-weight models from China altogether. …
DeepSeek's R2 AI Model Is Reportedly Delayed After Chinese Authorities Encouraged the Firm to Use Huawei's AI Chips; Beijing Is Still in Need of NVIDIA's Alternatives
… When the more recent US export controls came in, Beijing decided to speed up the development of domestic AI chip alternatives. …
NVIDIA Reportedly Partnering With Kioxia to Produce SSDs Up to 100x Faster Than Standard Models, Designed for AI Workloads
… Related Story NVIDIA Expects Zero Revenue From China Even As Its Export-Locked H200s Are Approved For Sales NVIDIA claims to want to achieve 200 million IOPS with the solution built by Kioxia, and the SSD manufacturer will likely utilize two different SSDs, each with 100 million IOPS, to achieve th… …