Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...
Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local companies not to buy Nvidia's products
Stringent border checks come after Beijing orders tech companies to stop ordering US processors
Sources: Alibaba developed a new AI inference chip to compete with H20; it is manufactured by a Chinese company unlike an earlier AI chip made by TSMC
Chinese tech companies spark market exuberance by signaling they are catching up to U.S. — SINGAPORE—Chinese chip companies …
Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved
*NVIDIA COMMENTS ON US GOVT ‘EXPECTATION’ TO GET 15% OF H20 REV — *NVIDIA: ANY REQUEST FOR % OF REV “MAY SUBJECT US TO LITIGATION” — *NVIDIA: US GOVT HAS NOT PUBBED REGULATION CODIFYING 15% @fintw...
Sources: Nvidia told suppliers like Amkor and Samsung to halt H20 chip production after China urged local tech firms to avoid H20 over alleged security concerns
Nvidia has told some of its component suppliers to suspend production work related to the H20, its chip tailor-made for the Chinese market …
How Jensen Huang successfully lobbied Trump to resume Nvidia's H20 sales to China; US officials hadn't vetted the 20% pay-to-play proposal when Trump offered it
Amrith Ramkumar and Robbie Whelan, reporting for The Wall Street Journal (gift link): Emma Roth / The Verge : US demands cut of Nvidia sales in order to ship AI chips to China Arjun Kharpal / CNBC : T...
Sources: Nvidia and AMD agreed to pay the US government 15% of H20 and MI308 chip revenue from China sales, as a condition of export licenses granted last week
Chipmakers agree to unusual arrangement to secure export licences from Trump administration — Nvidia and AMD have agreed …
The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips
China's cyberspace regulator said it has asked U.S. semiconductor maker Nvidia (NVDA.O) to explain whether its H20 artificial intelligence chips …
Sources: Nvidia ordered 300K H20 chips from TSMC last week, adding to its 600K to 700K inventory, amid strong China demand after the US cleared H20 chip sales
Nvidia (NVDA.O) placed orders for 300,000 H20 chipsets with contract manufacturer TSMC (2330.TW) last week, two sources said …