Trump says the Commerce Department is working on “the same approach” for “AMD, Intel, and other GREAT American Companies” as Nvidia shipping H200 chips to China
and now we're letting China close the gap. For what? Forums: r/NBIS_Stock : Trump's NVDA/China deal is a positive catalyst r/neoliberal : US to allow Nvidia H200 chip shipments to China, Trump says r/...
Sources: repair demand in China for Nvidia's banned AI chips, including H100 and A100, surges as ~12 firms now repair chips that made their way into the country
companies resurrecting banned AI accelerators at a rate of up to ‘500 per month’ Chris Cooke / CMU : If China blocks TikTok deal app will “go dark” says US Commerce Secretary, but hints deal “coming s...
Sources: the US is weighing a potential easing of restrictions on Nvidia chip sales to the UAE as Trump plans a visit to the country; NVDA jumps 4%+
Bloomberg :
The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China
now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy. — ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina Raimondo stated “Hold...
Sources: the US DOJ is investigating Nvidia's acquisition of Run:ai, a Tel Aviv-based startup that enables virtualization of GPUs, on antitrust grounds
investigating potential strong-arm tactics related to AI GPU supply Hope King / Axios : Report: Nvidia faces DOJ antitrust probe Maria Deutscher / SiliconANGLE : Justice Department reportedly investig...