NVIDIA To Claw Back Lost China Market With H200 Approval After US Curbs Crushed Its 95% Share Down To Nothing
The US Government has approved NVIDIA's GPU sales to China, allowing 10 Chinese firms to access the Hopper H200 GPU . …
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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
… And for us to make a contribution and to offer something to Chinese market, we will have to compete, and we will have to continue to advance our technology. - NVIDIA's CEO Jensen Huang It appears that NVIDIA views China as a core part of its chip business, which is why Jensen emphasizes that Americ… …
NVIDIA's CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets
… Blackwell or Rubin AI Chips are a no-go for China, but NVIDIA's CEO Wants US Firms To Continue To Compete In Global Markets The US AI policy shift towards China has been ongoing since NVIDIA's Hopper generation of chips . …
"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
… Anthropic's Amodei Argues that China Has Remained Behind in the AI Race Due to a Lack of Compute Power The question of whether NVIDIA should be allowed to access the Chinese AI market has been discussed by several subject experts, but among them, Anthropic's CEO, Amodei, has opposed this decision, … …
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
China's YMTC is expanding its NAND production capabilities and aiming to compete with Samsung and SK Hynix in a highly profitable market. …
NVIDIA Is Plotting Its China Comeback Via A New LPU-Based Inference Chip, As SMIC Rides US Export Controls To A Virtual China Monopoly [Update: NVIDIA Denies]
… Related Story CXMT Grabbed 11.3% of DRAM Growth in 2026, but Analysts Say China’s Momentum Collapses to 6.9% by 2027 NVIDIA is apparently designing a China-specific chip that leverages Groq's LPUs to offer an attractive solution for AI inference workloads The Information is now reporting that NVIDI… …
China's First Real Gaming GPU, The 7G100, Arrives From Lisuan, At RTX 5060 Ti Money, But Delivers RTX 3060 Performance
… Plus, China is doubling down on in-house and domestic products while banning consumer-tier products from offshore brands such as NVIDIA . So Lisuan will be able to find a big domestic market for its latest gaming graphics card. …
China Develops Its First 3.5D "Infinity Chiplet" & 3D DRAM Tech As It Tackles External HBM Constraints Through Domestic AI Supply Chain
… DFSX Is Working on China's First DF1000 AI Accelerator With 3D DRAM Technology, Also Unveils 3.5D+ Packaging DFSX recently hosted a presentation where they announced China's first 3D AI chip that is built entirely using China's domestic supply chain. …
Jensen Huang Admits NVIDIA Missed Its Shot at Owning a Piece of OpenAI and Anthropic, Vows He 'Won't Make That Same Mistake' Again
… The amount of compute they have in China is enormous. I mean, you're talking about the country is the second largest computing market in the world. …
PC Vendors Race To Lock In CXMT DRAM Supply As Memory Orders Reportedly Stretch Through 2027
… The first one is the speculation that the US had considered adding CXMT to its entity list, but delayed the move following improved US-China relations. …