The AI chip market is experiencing intense competition, with companies like Nvidia, AMD, and Huawei vying for dominance. US export restrictions and tariffs are shaping the landscape, while companies are exploring new strategies to secure access to computing power.
The United States and Taiwan have finalized a tariff agreement that will secure favorable terms for semiconductor exports. The deal aims to strengthen economic and technological cooperation between the two nations in the strategic semiconductor secto...
OpenAI has reached a US$10 billion agreement with Cerebras. The main goal is to reduce OpenAI's strong dependence on Nvidia chips, thereby diversifying its hardware resources for training large language models (LLMs). This strategic move could have a...
Elon Musk aims for a faster development and release cycle for new AI accelerators compared to Nvidia and AMD. The goal is to produce chips in extremely high volumes, but the engineering challenge is significant. Tesla intends to accelerate its roadma...
Leading developers of AI models from China are exploring ways to rent Nvidia's upcoming Rubin GPUs in the cloud. This option could overcome the challenges related to high costs, deployment complexity, and regulatory hurdles that limit the direct adop...
A new report indicates that Nvidia's market share in China is expected to decrease drastically, from 66% to 8%. Export restrictions and the success of domestic companies are cited as the main reasons for this decline. A significant shift in the Chine...
The Trump administration has imposed a 25% tariff on high-end artificial intelligence chips, including Nvidia's H200 and AMD's MI325X, just one day after approving their export to China. This move, following a national security investigation, aims to...
The United States is expanding export controls on artificial intelligence chips, including access to the cloud. This move puts China's overseas computing plans at risk, further limiting its ability to develop and use advanced artificial intelligence ...
According to new analysis, Huawei is rapidly catching up with Nvidia in the Chinese AI chip market. This trend is expected to lead to a significant shift in market share by 2026, with Huawei potentially becoming an even more formidable competitor to ...
The U.S. has introduced new export rules for AI and HPC accelerators. The rules allow shipments of AMD's MI325X and Nvidia's H200 GPUs to Chinese entities, provided that manufacturers meet domestic demand and comply with the U.S. Department of Commer...
The Trump administration has introduced a 25% tariff on the export of chips, including the Nvidia H200 and AMD MI325X models. This protectionist move could have significant repercussions on the global semiconductor market, affecting the supply chain ...
The Trump administration has formalized a 25% tariff on Nvidia's H200 chip sales to China. The tariff applies to specific semiconductors, marking an escalation in trade restrictions between the United States and China in the technology sector. This m...
Chinese outfit Zhipu AI claims it trained a new model entirely using Huawei hardware, and that it’s the first company to build an advanced model entirely on Chinese hardware. If confirmed, this would be a significant achievement for the Chinese tech ...
Sources suggest Beijing is limiting Nvidia H200 GPU purchases to entities meeting undefined "special circumstances." University R&D labs may be prioritized. This highlights geopolitical tensions in the semiconductor industry and the strategic importa...
Nvidia refutes the claim from some sources that it's requiring Chinese customers to pay for their H200 orders upfront while still awaiting final approval from Beijing. The company says that it ‘would never require customers to pay for products that t...
