Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year, including from Cerebras and Groq
OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …
Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025
Company betting on Beijing's approval following Trump admin's ease on AI export controls Anusuya Lahiri / Benzinga : China's AI Appetite Pushes Nvidia Into A Supply Crunch Yurii Shtokaliuk / AIN : Chi...
A profile of ASML, Europe's most valuable company, as it prepares for a transition to High NA EUV, with high-volume manufacturing expected in 2027 and 2028
The Dutch company's machines are needed to make the AI chips that power ChatGPT and other models — When Christophe Fouquet interviewed … X: @oliviasolon and @business LinkedIn: Sarah Jacob and Peter...
Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips
Alibaba and ByteDance shift development to south-east Asia to sidestep US curbs — Top Chinese companies are training …
Jensen Huang says its Blackwell GPUs are now in full production in Arizona, after being solely manufactured in Taiwan previously
Turning Enterprise Data Into Dynamic Decision Intelligence Julia Shapero / The Hill : Nvidia becomes world's first $5 trillion company Reuters : Trump says may speak to China's Xi about Nvidia's ‘supe...
Sources: delays in the deal to send Nvidia's AI chips to the UAE, announced in May, are frustrating Jensen Huang and administration officials like David Sacks
White House said to be pressing nation to finalize U.S. investments before chip deliveries are authorized Aiko Gao Ishida / Tech in Asia : Trump's UAE chip deal delays frustrate Nvidia, US officials S...
Sources: OpenAI and Nvidia are discussing structuring their new AI data center partnership so that OpenAI would lease Nvidia's AI chips instead of buying them
The Information :
Sources: Alibaba, ByteDance, and other Chinese tech companies remain keen on Nvidia's AI chips despite Beijing strongly discouraging them from such purchases
Alibaba (9988.HK), ByteDance and other Chinese tech firms remain keen on Nvidia's (NVDA.O) artificial intelligence chips despite regulators …
Analysis and sources: $1B+ of Nvidia's AI chips were shipped to China in the three months after President Trump tightened chip export controls in May
Roaring black market for US semiconductors operates despite efforts to curb Beijing's high-tech ambitions
Jensen Huang says China's military is unlikely to use Nvidia's AI chips, citing the risk of the chips being “limited at any time” due to US export restrictions
Addressing the largest concern Washington has cited in placing increasing restrictions on US technology exports to the Asian nation …