NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease
… Export Restrictions Ease
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NVIDIA & AMD Could Be 'Forced' To Sell Their GPUs to American Customers First, Before Exporting Them To Other Regions
… Now, in an amendment to the National Defense Authorization Act of 2026 , lawmakers have proposed a new "Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025" GAIN AI Act , which explicitly restricts the likes of NVIDIA and AMD from selling their AI chips and GPUs to U… …
NVIDIA's CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets
… But simultaneously, all American companies should compete globally. Because remember, in the final analysis, we're trying to maximize exports. We're trying to maximize American exports. …
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 … …
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
… We saw a breakthrough in policy restrictions back in August, when President Trump declared that the US government would be taking a 15% cut of the total shipments being sent to China by AMD and NVIDIA , which allowed the tech giants to sell chips like the Hopper H20 and Instinct MI308 AI chips. …