Nvidia chases more H20 chips from TSMC
Wants 300,000 extra units
Nvidia is grovelling at the door of TSMC, begging it to crank out another 300,000 of its H20 AI chips, according to Reuters.
Nvidia’s banned AI chips flood China’s black market
More than a $1bn of restricted B200 processors slipped through in three months
Washington’s plan to restrain China’s AI ambitions is already failing as more than $1 billion worth of Nvidia’s high-end AI chips entered China in the three months after Donald Trump tightened export curbs.
Nvidia’s H20 chip ban is lifted, but the production mess is just beginning
Supply chain pressed snooze
The much-hyped lifting of the US ban on Nvidia’s H20 AI chips sounds like a win, but the reality is a lot messier.
Trump bends on Nvidia chip sales to China
Beijing visit by CEO prompts rare reversal
Nvidia has wrung a rare concession out of the Trump administration, securing permission to flog its H20 artificial intelligence chip in China after a tense few months of uncertainty.
Nvidia tops global value charts
Shares soar past Microsoft
Nvidia has soared to a $3.77 trillion market cap, overtaking Microsoft after a 4.3 per cent rise in its share price, capping a dramatic turnaround from earlier setbacks this year.
Nvidia top boffin says US export bans boosted Huawei AI dev
Dally says US rules handed China a tech talent pipeline
Nvidia chief scientist Bill Dally [pictured] has suggested that the US export control ban on AI gear to China has helped Huawei and its mates in the Middle Kingdom rather than holding them back.
Nvidia boss says US chip ban is shooting itself in the foot
Export controls are fuelling China’s AI boom
Nvidia chief executive Jensen Huang has laid into the US government’s AI chip export bans, branding them “a failure” that’s doing the opposite of what Washington claims it wants.
Nvidia rushes B300 AI chip production forward
New GPU plugs gaps left by banned H20 chips
Nvidia is pushing production of its new B300 AI chip forward to May, using Taiwan Semiconductor Manufacturing’s latest 5nm (N4P) process and CoWoS-L advanced packaging technology.
Nvidia plans to fix the China crisis
Custom AI chips with local partners
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that Nvidia is going all-in on a Plan B: building custom, China-specific AI chips through partnerships with domestic tech firms like DeepSeek.
Nvidia’s loses $250 billion
Analysts look down the back of the sofa
Nvidia’s stock has been in freefall, shedding more than $250 billion in market cap this week after it revealed a $5.5 billion charge tied to US export restrictions on its H20 AI chips to China.