Business - US to allow exports of advanced artificial intelligence chips to China https://www.france24.com/e...
Nvidia will be granted permission to export its H200 chips to “approved customers” in China and elsewhere, Trump said, with the U.S. taking a cut of sales. https://www.washingtonpost...
🚨 Trump says U.S. will allow Nvidia to sell H200 AI chips to China under new rules
He says 25% of the revenue will go to the U.S., argues this will boost American jobs and manufacturing, and criticizes Biden for forcing “degraded” chip designs.
He adds that newer NVIDIA chips (Blackwell, Rubin) aren’t part of the deal, and that a similar approach will be used for AMD, Intel and other U.S. chipmakers.
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He says 25% of the revenue will go to the U.S., argues this will boost American jobs and manufacturing, and criticizes Biden for forcing “degraded” chip designs.
He adds that newer NVIDIA chips (Blackwell, Rubin) aren’t part of the deal, and that a similar approach will be used for AMD, Intel and other U.S. chipmakers.
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WASHINGTON (AP) — President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to “approved customers” in… https://wtop.com/business-...
Nvidia has been one of the biggest darlings of the artificial intelligence (AI) revolution, but another chip stock could be poised for a breakout. https://www.fool.com/inves...
⚡ Jensen Huang: The AI race is shifting from chips to concrete, power, and speed
Nvidia’s Jensen Huang says the new battleground isn’t model quality, it’s who can build and power hyperscale AI data centers the fastest. A top-end US AI facility takes 3 years from ground-breaking to supercomputer-ready, while China can erect massive structures in weeks and scale energy far faster.
Speed vs. Scale
• Huang notes China’s ability to stand up large buildings even hospitals in days, giving it a construction-speed edge.
• AI capacity is now limited by permitting, land, steel, grid hookups not algorit
Nvidia’s Jensen Huang says the new battleground isn’t model quality, it’s who can build and power hyperscale AI data centers the fastest. A top-end US AI facility takes 3 years from ground-breaking to supercomputer-ready, while China can erect massive structures in weeks and scale energy far faster.
Speed vs. Scale
• Huang notes China’s ability to stand up large buildings even hospitals in days, giving it a construction-speed edge.
• AI capacity is now limited by permitting, land, steel, grid hookups not algorit
Google cooked so hard. This feels like the future is here.
Now develop Google Glasses with enough battery power, a good chip, and a look like Ray-Bans, and you'll have an instant hit 100%.
AI Post ⚪️ | Our X 🏴
Now develop Google Glasses with enough battery power, a good chip, and a look like Ray-Bans, and you'll have an instant hit 100%.
AI Post ⚪️ | Our X 🏴
Ruptură la Dacia Buiucani: Viorel Frunză pleacă de la echipă https://tv8.md/2025/12/05/...
Taiwan Semiconductor Manufacturing should be a winner, regardless of which chip designers gain or lose market share. https://www.fool.com/inves...
🚨 Amazon launches new AI chip and it's taking on Nvidia and Google. Amazon has released its newest in-house AI chips, Trainium 3, now available inside large “UltraServers” with up to 144 chips per system. The company says the setup delivers 4× more compute…
🚨 Amazon launches new AI chip and it's taking on Nvidia and Google.
Amazon has released its newest in-house AI chips, Trainium 3, now available inside large “UltraServers” with up to 144 chips per system. The company says the setup delivers 4× more compute and similar gains in energy efficiency compared to the previous generation.
What Amazon is pitching:
• The new Trainium 3 UltraServers are designed to train larger AI models faster and at lower cost.
• Amazon positions them as a direct alternative to Nvidia GPUs and Google’s custom silicon.
• The company frames the launch as “democratizin
Amazon has released its newest in-house AI chips, Trainium 3, now available inside large “UltraServers” with up to 144 chips per system. The company says the setup delivers 4× more compute and similar gains in energy efficiency compared to the previous generation.
What Amazon is pitching:
• The new Trainium 3 UltraServers are designed to train larger AI models faster and at lower cost.
• Amazon positions them as a direct alternative to Nvidia GPUs and Google’s custom silicon.
• The company frames the launch as “democratizin
❗️China’s domestic AI chip race just got more interesting.
A startup called Zhonghao Xinying, founded by ex-Google TPU engineer Yanggong Yifan, claims its new “Ghana” TPU is 1.5× faster than Nvidia’s A100, and 42% more power efficient.
It’s built with no foreign IP or software, signaling a serious push for AI silicon independence in China amid GPU export controls and sanctions.
AI Post ⚪️ | Our X 🏴
A startup called Zhonghao Xinying, founded by ex-Google TPU engineer Yanggong Yifan, claims its new “Ghana” TPU is 1.5× faster than Nvidia’s A100, and 42% more power efficient.
It’s built with no foreign IP or software, signaling a serious push for AI silicon independence in China amid GPU export controls and sanctions.
AI Post ⚪️ | Our X 🏴
Ion Nicolaescu a suferit un eșec drastic în cupele europene: Echipa sa, învinsă de noul lider din Europa League https://tv8.md/2025/11/28/...
FCSB suferă un nou eșec în Europa League: Care echipă a salvat onoarea României în cupele europene https://tv8.md/2025/11/28/...
MediaTek Inc. shares are poised for their best week since 2002, as artificial intelligence advances at its client Google help reshape the growth outlook for the Taiwanese chipmaker. https://www.bloomberg.com/...
Meta becomes first big tech buyer of Google TPUs for Its own data centers
Meta is set to purchase Google’s TPUs — and not as cloud rentals, but as physical hardware installed directly into Meta’s data centers starting in 2027. This makes Meta the first major company to adopt Google’s chips at the infrastructure level.
Earlier this year, Google signed major TPU cloud deals with Anthropic and Ilya Sutskever’s SSI, and there were even reports that OpenAI considered shifting fully to TPUs. But those were cloud-based agreements. Meta’s move is different: it’s ownership, not tenancy.
For Google,
Meta is set to purchase Google’s TPUs — and not as cloud rentals, but as physical hardware installed directly into Meta’s data centers starting in 2027. This makes Meta the first major company to adopt Google’s chips at the infrastructure level.
Earlier this year, Google signed major TPU cloud deals with Anthropic and Ilya Sutskever’s SSI, and there were even reports that OpenAI considered shifting fully to TPUs. But those were cloud-based agreements. Meta’s move is different: it’s ownership, not tenancy.
For Google,
Stay informed on tariff shifts macro trends and global economic changes use code ONLINE30 to enjoy 30 off our global market reports What Is the Forecasted Market Growth Rate of the Generative Artificial Intelligence AI Chipset Industry In recent years ... https://www.openpr.com/new...
Tech companies are pouring billions into AI chips and data centers. Increasingly, they are relying on debt and risky tactics. Financial analysts are worried there's a bubble that will soon pop. https://www.npr.org/2025/1...
🇨🇳 Nvidia H200 could be approved for China
The U.S. is considering allowing H200 exports, which would give China a major compute jump. The current H20 was so weak that buyers ignored it, domestic chips could match it. H200 is different: more HBM, higher throughput, ~2× H20, and would become China’s strongest AI datacenter GPU.
Washington’s logic: keep Blackwell (B200/GB200) restricted, but allow older Hopper to maintain a performance gap. If approved, the winners are Nvidia, Amkor, Samsung, and TSMC.
China moves from crippled export chips to a real high-end accelerator, just one generation
The U.S. is considering allowing H200 exports, which would give China a major compute jump. The current H20 was so weak that buyers ignored it, domestic chips could match it. H200 is different: more HBM, higher throughput, ~2× H20, and would become China’s strongest AI datacenter GPU.
Washington’s logic: keep Blackwell (B200/GB200) restricted, but allow older Hopper to maintain a performance gap. If approved, the winners are Nvidia, Amkor, Samsung, and TSMC.
China moves from crippled export chips to a real high-end accelerator, just one generation
Detailed price information for Adv Micro Devices (AMD-Q) from The Globe and Mail including charting and trades. https://www.theglobeandmai...
This chipmaker's offerings are now gaining terrific traction among customers. https://www.fool.com/inves...
Jensen Huang to employees:
“The entire global market currently depends on a single chip maker — us. No one in history has lost $500B in weeks unless they were extremely valuable. If we were off by even a hair, the whole world would collapse. You’ve seen the memes — we’re literally holding the planet on our shoulders.”
Nvidia fell from $5T → $4.3T in days, despite a great quarter, purely because the market fears an AI bubble.
Too early for conclusions but the moment is fascinating.
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“The entire global market currently depends on a single chip maker — us. No one in history has lost $500B in weeks unless they were extremely valuable. If we were off by even a hair, the whole world would collapse. You’ve seen the memes — we’re literally holding the planet on our shoulders.”
Nvidia fell from $5T → $4.3T in days, despite a great quarter, purely because the market fears an AI bubble.
Too early for conclusions but the moment is fascinating.
AI Post 🪙 | Our X 🥇
Chip designers such as Nvidia, Advanced Micro Devices, and Broadcom remain some of the most popular semiconductor stocks. https://www.fool.com/inves...
Nvidia may be the most popular chip stock right now, but smart investors are beginning to look for growth elsewhere. https://www.fool.com/inves...
SAN FRANCISCO (AP) — Computer chipmaker Nvidia is poised to release a quarterly earnings report Wednesday that is expected to either deepen a recent downturn in the stock market or prompt an sigh of relief among investors increasingly worried that the world's most valuable company is perched atop an artificial intellig https://www.wral.com/story...
Computer chip maker Nvidia is at the head of the artificial intelligence revolution. Its results could determine where markets — and the economy — go next. https://www.nbcnews.com/bu...
Wall Street was poised to open with losses again Tuesday as artificial-intelligence-related shares continued to drag markets lower. Futures for the S&P 500 fell 0.6%, while futures for the Dow Jones Industrial Average lost 0.7%. Nasdaq futures also tumbled 0.7%. Computer chip giant Nvidia, at the... https://www.wral.com/news/...
🔒 China unveils quantum-speed breakthrough
China’s CHIPX lab claims to have built the first scalable, industrial-grade optical quantum chip that can run certain AI workloads up to 1,000× faster than Nvidia GPUs. The photonic chip packs over 1,000 optical components onto a 6-inch wafer, scales to “1 million qubits,” and can be deployed in weeks instead of months - though production remains limited at ~12,000 wafers per year.
If the performance claims hold, it marks a major step in China’s race for quantum advantage, as Western firms like Nvidia push similar optical-quantum tech but haven’t ye
China’s CHIPX lab claims to have built the first scalable, industrial-grade optical quantum chip that can run certain AI workloads up to 1,000× faster than Nvidia GPUs. The photonic chip packs over 1,000 optical components onto a 6-inch wafer, scales to “1 million qubits,” and can be deployed in weeks instead of months - though production remains limited at ~12,000 wafers per year.
If the performance claims hold, it marks a major step in China’s race for quantum advantage, as Western firms like Nvidia push similar optical-quantum tech but haven’t ye
South Korea casually purchases 260,000 chips from NVIDIA.
Meanwhile, newspapers have been reporting for days that SAP and Deutsche Telekom in Germany have bought 10,000 chips from NVIDIA.
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Meanwhile, newspapers have been reporting for days that SAP and Deutsche Telekom in Germany have bought 10,000 chips from NVIDIA.
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Elon Musk today to Ron Baron: “I do regard you as a true friend. The test of friendship is who supports you when the chips are down and the times are tough and everyone is against you. That’s a real friend — and that’s you, Ron.” pic.twitter.com/uKeEHlK34Q— Sawyer Merritt (SawyerMerritt) November 14, 2025 https://x.com/SawyerMerrit...
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Vitali Dogot
4 мс. назад
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