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
Jensen Huang says Nvidia is in talks with China over H20 security concerns, is hopeful for a resolution, and reiterates that the H20 has no “security backdoors”
Nikkei Asia :
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: after Trump let Nvidia resume H20 chip sales to China, Nvidia told Chinese customers it has limited stocks and doesn't plan to restart production
Qianer Liu / The Information :
US Commerce Secretary Howard Lutnick says Nvidia's plan to resume its H20 AI chip sales to China is part of US trade negotiations over rare earths and magnets
the China Chips Boost Isn't Done. Fortune India : Nvidia's H20 chip sales to China tied to U.S.-China rare earth deal, amid rising tech tensions: Report Bloomberg Law : Trump AI Czar David Sacks Defen...
Nvidia plans to resume H20 sales to China after the US assured it AI chip shipments would be approved, reversing the Trump administration's stance from April
US government officials told Nvidia they would green-light export licenses for its H20 artificial intelligence accelerator …
Sources: Intel told its Chinese clients last week that some AI chip sales would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips
Investors Ask: Buy or Bail? Yahoo Finance : Why this analyst is ‘confident’ in US-China trade deal for Nvidia TrendForce News : [News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for Hi...