The irony is that Western policy, which was designed to try and slow or stymie the development of China and Russia’s high-tech economy, may well have helped manufacture exactly the kind of trading bloc it set out to prevent. The issue is compounded by uncertainty in Washington DC, where the inhabitant of the White House seemingly can’t decide what he wants from the situation. In the space of 12 months, the Trump administration banned Nvidia's H200, unbanned it, slapped a 25% tariff on it, and created a licensing framework that experts immediately called contradictory. On 13 January, the Commer
While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance…constrained China's ability to manufacture leading-edge chips, and additional restrictions on NVIDIA's products have sapped Beijing's ability to procure the necessary hardware to run the latest AI technologies…
China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of…
…MORE CONTEXT Washington reportedly moves to tighten leash on AI chip exports China's rubber-stamp parliament rubber stamps tech independence plan Nvidia hasn't made a cent in China lately – and…
…Huawei's move stems from a voracious appetite for AI-centric High Bandwidth Memory (HBM), which sanctions ensure it cannot source directly from international suppliers, with the US having tightened export controls…
…ban on all AI chip exports to China, locking down smuggling routes that have been actively exploited for several years. But now the investigation is escalating up the supply chain and has…
…change that is Chinese supply, but China cannot yet export competitive chips at scale, and the U.S. has made the Gulf’s access to U.S. AI tech conditional on keeping…
…The American AI stack is American AI on American chips, not just the chips. The US needs to balance having China on the US AI stack and slowing the development of their…
…Others note that the card’s AI compute capabilities were already restricted, meaning a ban would likely have minimal effect on the development of China’s own AI accelerator ecosystem. The timing…
…Google has built a financing machine to supply more than $150bn of AI chips to Anthropic. In April, Google signed a deal with Broadcom to develop TPUs and other AI infrastructure components…
…via Reuters Meanwhile, Huawei, China's crown jewel for chip development, has already shared its next-gen roadmap and is supplying domestic AI firms with the latest and greatest. DeepSeek has largely…