2026-03-03
Does anyone believe something like this is enforceable? Why won't Chinese companies simply set up shell firms to buy what they need? US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company https://www.bloomberg.com/...
Bloomberg
Sources: the US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than 50% of what some want; AMD's MI325 would also count toward the cap
Does anyone believe something like this is enforceable? Why won't Chinese companies simply set up shell firms to buy what they need? US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company https://www.bloomberg.com/...
The Wire China
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 …
2025-08-14
So much for the vaunted Huawei and the myth that China can easily replace NVIDIA chips. DeepSeek's next AI model delayed by attempt to use Chinese chips https://www.ft.com/... via @FT
Financial Times
Sources: DeepSeek R2's launch delay is due to training issues on Huawei Ascend chips, prompting a switch to Nvidia chips for training and Huawei's for inference
Difficulties of training the start-up's latest system with Huawei's semiconductors highlight dependence on Nvidia
2024-09-03
Finally a story that shows Huawei is not 10 feet tall. Huawei's buggy software hampers China's efforts to replace Nvidia in AI https://www.ft.com/... via @ft
Financial Times
Sources: Huawei's Ascend chips still lag far behind Nvidia's for model training and have stability issues, slower inter-chip connectivity, and inferior software
Tech group's Ascend artificial intelligence chips are being widely adopted but Chinese companies complain of performance problems