The US DOJ detains two men for allegedly violating export controls by trying to smuggle $160M+ of Nvidia H100 and H200 chips to China; a third man pleads guilty
DOJ says H100 and H200 shipments were relabelled with a fictional brand to dodge export controls Institute for Progress : Should the US Sell Hopper Chips to China? Jasper Ward / Reuters : US Justice D...
Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...
Sources: the Chinese government is intervening in how SMIC distributes its chip output for AI, prioritizing Huawei amid US export restrictions on advanced chips
Shortages of advanced AI chips are so acute that Beijing is intervening and tech companies are resorting to workarounds
Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group
U.S. semiconductor leader Nvidia (NVDA.O) on Friday said it will supply more than 260,000 of its most advanced AI chips …
ASML reports Q3 net bookings of €5.4B, vs. €4.9B est., as the AI boom boosts demand for its most sophisticated EUV machines to make the most advanced AI chips
Sources: Trump officials are considering removing a Biden-era rule that divides the world into three tiers to determine how many AI chips a country can obtain
stakes for tech dominance escalate Diya Lal / Tech in Asia : Trump administration may revise Biden's AI chip export rules Archanarani / Verdict : Trump team weighing changes to Biden-era AI chip expor...
Client notice: Chinese server maker H3C warns of potential shortages of Nvidia's H20 chips, the most advanced AI chips available in China under US export rules
Groq says Saudi Arabia has committed $1.5B over the course of 2025, to expand the delivery of the US startup's AI inference chips for LLMs to the country
U.S. semiconductor startup Groq said on Monday it has secured a $1.5 billion commitment from Saudi Arabia to expand the delivery of its advanced AI chips to the country.
The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China
now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy. — ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina Raimondo stated “Hold...
Sources: the US has approved the export of advanced AI chips to a Microsoft-operated facility in the UAE as part of the company's partnership with G42
- Lawmakers have raised concerns over the partnership, saying there is a risk it could open up a back door for China to access the advanced technology.