15 h. ago Top Beijing Adviser Says China Should Ditch Nvidia For Own Tech

Top Beijing Adviser Says China Should Ditch Nvidia For Own Tech  Bloomberg.com

Politics

6 d. ago Chinese firms still want Nvidia chips despite Beijing concerns: sources

Alibaba Group Holding, ByteDance and other Chinese tech firms remained keen on Nvidia’s artificial intelligence chips despite regulators in Beijing strongly discouraging them from such purchases, four people with knowledge of procurement discussions said. They wanted reassurance that their orders of Nvidia’s H20 model, which the US firm in July regained permission to sell in China, were being processed, and were closely monitoring Nvidia’s plans for a more powerful chip, tentatively named the...

Politics

1 week ago Chip designer Cambricon stays in the spotlight amid market potential

Shares of Cambricon Technologies on Monday closed lower on the Shanghai Stock Exchange after a representative of Alibaba Group Holding denied speculation that it had ordered 150,000 graphics processing units (GPUs) from the Beijing-based AI chip designer. According to the representative, the platform of Alibaba Cloud – the artificial intelligence and cloud computing services unit of e-commerce giant Alibaba – was powered by multiple Chinese-designed GPUs. Alibaba owns the South China Morning...

Politics

1 week ago Alibaba Reportedly Develops New AI Chip To Counter NVIDIA’s Uncertainty as Beijing Pushes Harder for Independence in AI Tech

Alibaba Reportedly Develops New AI Chip To Counter NVIDIA’s Uncertainty as Beijing Pushes Harder for Independence in AI Tech  Wccftech

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1 week ago China’s ‘little Nvidia’ warns investors of risks after stock gains 533% in year

Beijing-based AI chipmaker Cambricon Technologies, widely seen as a potential alternative to Nvidia in the Chinese market, has issued a rare warning about supply chain risks and excessive speculation in its shares, which have gained 533 per cent in the past 12 months. The company’s Shanghai-listed stock nearly doubled in the last month on a wider rally fuelled by China’s favourable policy support of local artificial intelligence chips and a new AI model from DeepSeek tailored for upcoming...

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2 w. ago Nvidia CEO Jensen Huang says US tech stack should be global standard companies are built on — including China

Nvidia CEO Jensen Huang says US tech stack should be global standard companies are built on — including China  Yahoo Finance

Politics

2 w. ago Hong Kong stocks dip as investors eye Nvidia results amid US

Hong Kong stocks dip as investors eye Nvidia results amid US-China tech tensions  South China Morning Post

Economics

2 w. ago China’s ‘little Nvidia’ sees 4,348% revenue surge amid AI stock frenzy

Cambricon Technologies, the Beijing-based chipmaker seen as a potential alternative to Nvidia’s graphics processing units (GPUs), reported a record revenue surge in the first half amid a Chinese stock market frenzy driven by DeepSeek’s breakthrough AI models. Cambricon’s revenue surged 4,348 per cent year on year to 2.88 billion yuan (US$403.8 million) in the first six months of 2025, a record high for the company since it went public in 2020. Profit reached 1.04 billion yuan, reversing a net...

Politics

2 w. ago Tech Industry Reacts to Trump's Intel Stake, Beijing's Nvidia Backlash, and Zuckerberg's AI Restructuring

Tech Industry Reacts to Trump's Intel Stake, Beijing's Nvidia Backlash, and Zuckerberg's AI Restructuring  AInvest

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2 w. ago Intel Deal Splits Experts, Beijing Pressures Alibaba And ByteDance On Nvidia, Zuckerberg Reshuffles AI Again —Tech This Week

Intel Deal Splits Experts, Beijing Pressures Alibaba And ByteDance On Nvidia, Zuckerberg Reshuffles AI Again —Tech This Week  Benzinga

Economics

2 w. ago What Nvidia's China Confusion Means For Tech Giant And AI Nvidia Stock Yo

What Nvidia's China Confusion Means For Tech Giant And AI Nvidia Stock Yo-Yos On Worries About China, AI Bubble  Investor's Business Daily

Politics

2 w. ago Nvidia CEO ‘surprised’ by Beijing’s move to question the security of H20 AI chips

Nvidia CEO Jensen Huang said he was surprised by Beijing’s questioning of the security of its H20 artificial intelligence chips and that it would be up to the US government to decide whether the company can produce a new product for the Chinese market. Huang made the comments during a visit to Taiwan on Friday, where he had meetings scheduled with top executives from Taiwan Semiconductor Manufacturing Company (TSMC), the silicon foundry that makes Nvidia’s chips. Separately, US tech media outlet...

Events

2 w. ago Tech war: Nvidia CEO 'surprised' by Beijing's move to question the security of H20 AI chips

Tech war: Nvidia CEO 'surprised' by Beijing's move to question the security of H20 AI chips  Yahoo Finance

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2 w. ago Nvidia halts H20 AI chip production amid China concerns: report

Nvidia has told some component suppliers to suspend production of its H20 AI chip, designed specifically for the Chinese market, the Information reported on Thursday, citing two people with direct knowledge of the communications. According to the report, Nvidia instructed Arizona-based Amkor Technology to stop production of the H20 chips this week and also notified South Korea’s Samsung Electronics. Amkor handles advanced packaging for the chip, while Samsung supplies high-bandwidth memory chips...

Politics

3 w. ago China Tells Tech Giants to Halt Nvidia H20 Orders After U.S. Official’s ‘Addiction’ Remark — Chinese leaders call Lutnick's comments 'insulting'

China Tells Tech Giants to Halt Nvidia H20 Orders After U.S. Official’s ‘Addiction’ Remark — Chinese leaders call Lutnick's comments 'insulting'  Tom's Hardware

Politics

3 w. ago Nvidia plans more powerful chip for China after H20 approval: sources

Nvidia is developing a new artificial intelligence chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, according to two people briefed on the matter. US President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China, but the sources noted US regulatory approval was far from guaranteed amid deep-seated fears in Washington about giving China too much...

Politics

3 w. ago China’s Nvidia challenger Cambricon to raise US$560 million for AI chip work

Chinese semiconductor firm Cambricon Technologies, seen as a potential future challenger to Nvidia, plans to raise nearly 4 billion yuan (US$560 million) for AI chip development, boosting its standing in the country’s tech self-sufficiency drive. In a statement on the weekend, Cambricon said the Shanghai Stock Exchange had given the go-ahead for its 3.98 billion yuan fundraising plan, which is pending approval from the China Securities Regulatory Commission. The move comes after its stock price...

Economics

4 w. ago The Chip That Crossed the Line? NVIDIA, China, and the Great Power Tech Race

The Chip That Crossed the Line? NVIDIA, China, and the Great Power Tech Race  War on the Rocks

Politics

4 w. ago Beijing Turns Up the Heat: China Pressures Tech Giants to Abandon Nvidia H20 Chips in High

Beijing Turns Up the Heat: China Pressures Tech Giants to Abandon Nvidia H20 Chips in High-Stakes Tech Power Play  CryptoRank

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