An investigation traces how Shanghai-based AI startup INF Tech accessed advanced Nvidia chips at an Indosat data center in Jakarta, despite US export controls
and how thin our track record of enforcement. If we're going to keep relying so heavily on these tools, that has to change.
A deep dive into Huawei's Ascend AI chip production, SMIC, TSMC, US export controls, HBM bottlenecks, China's HBM issues, Huawei's data center chips, and more
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
How Jensen Huang successfully lobbied Trump to resume Nvidia's H20 sales to China; US officials hadn't vetted the 20% pay-to-play proposal when Trump offered it
Amrith Ramkumar and Robbie Whelan, reporting for The Wall Street Journal (gift link): Emma Roth / The Verge : US demands cut of Nvidia sales in order to ship AI chips to China Arjun Kharpal / CNBC : T...
A senior US official says DeepSeek is aiding China's military and intel operations, going beyond open-source AI model access, and evading US export controls
AI firm DeepSeek is aiding China's military and intelligence operations, a senior U.S. official told Reuters …
White House crypto and AI czar David Sacks says China has grown adept at evading US export controls and is at most two years behind US chip design capabilities
Jackie Davalos / Bloomberg :
Arm CEO Rene Haas sides with Nvidia CEO Jensen Huang, saying US export controls on China threaten to slow overall tech advances and harm consumers and companies
“If you narrow access to to technology and you force other ecosystems to grow up, it's not good,” Haas said Thursday in an interview …
The US Commerce Department issues guidance stating that “using Huawei Ascend chips anywhere in the world violates US export controls” as they likely use US tech
Commerce department guidance aims to toughen export controls on tech used by China to make AI processors
Sources: Huawei has sold 10+ sets of its AI chip cluster CloudMatrix 384, including to data centers that serve Chinese tech companies, in a bid to rival Nvidia
CloudMatrix 384 sent to data centres serving Chinese tech companies as they seek to fill gap created by US export controls
Nvidia's shares fell 8.69% over fears about Trump's tariffs and increased scrutiny of GPU shipments that may be in violation of US export controls
Kif Leswing / CNBC :
Singapore charges three men in a case suspected to involve Nvidia chip sales that breach US export controls, after a tip-off the chips were exported to Malaysia
Owen Walker / Financial Times :