NVIDIA Expects Zero Revenue From China Even As Its Export-Locked H200s Are Approved For Sales
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Hydrofluoric Acid Prices Climb as AI Chip Demand Outpaces a Strained Semiconductor Materials Supply
… While China is not a key Helium exporter in terms of capacity, its role nevertheless could create trouble down the road if there is further disruption. …
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. …