A look at the US DOJ's December 2025 indictment that alleged a smuggling ring illegally exported or tried to export $160M+ in advanced Nvidia AI chips to China
When President Donald Trump announced last December that Washington would let Nvidia sell its advanced H200 chips to China …
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...
Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it
And This Stock Has Exploded 125% Reuters : China chipmakers push to triple AI chip capacity, eyes Nvidia alternative Dan Gallagher / Wall Street Journal : Even Nvidia Has Speed Limits Marcus Schuler /...
Sources: repair demand in China for Nvidia's banned AI chips, including H100 and A100, surges as ~12 firms now repair chips that made their way into the country
companies resurrecting banned AI accelerators at a rate of up to ‘500 per month’ Chris Cooke / CMU : If China blocks TikTok deal app will “go dark” says US Commerce Secretary, but hints deal “coming s...
Sources: some Trump administration officials are holding up finalizing a deal for the UAE to buy Nvidia AI chips over concerns that China could access the chips
Some administration officials worry China could get access to advanced Nvidia chips and are holding up efforts to iron out the agreement
Sources: Foxconn and Nvidia are in talks to deploy humanoid robots at a new Foxconn factory in Houston by Q1 2026 to produce Nvidia AI servers
Taiwan's Foxconn (2317.TW) and U.S. artificial intelligence chips maker Nvidia (NVDA.O) are in talks to deploy humanoid robots at a new Foxconn factory …
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
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...
Nvidia unveils Project Digits, a “personal AI supercomputer” with a new GB10 Grace Blackwell Superchip and says it can run models up to 200B parameters in size
and it can fit in your bag Markus Kasanmascheff / WinBuzzer : Nvidia Unveils $3,000 Personal AI Supercomputer “Project Digits” Mastodon: Marko Karppinen / @karppinen@mastodon.online : The power consum...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...