A look at the US DOJ's December 2025 indictment that alleged a smuggling ring illegally exported or tried to export $160M+ in advanced Nvidia AI chips to China
When President Donald Trump announced last December that Washington would let Nvidia sell its advanced H200 chips to China …
Source: Lambda, which rents access to AI chips and is backed by Nvidia, is in talks to raise $350M+ led by Mubadala Capital, ahead of an IPO planned for H2 2026
Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer was recently Nvidia itself …
Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025
Company betting on Beijing's approval following Trump admin's ease on AI export controls Anusuya Lahiri / Benzinga : China's AI Appetite Pushes Nvidia Into A Supply Crunch Yurii Shtokaliuk / AIN : Chi...
The US DOJ detains two men for allegedly violating export controls by trying to smuggle $160M+ of Nvidia H100 and H200 chips to China; a third man pleads guilty
DOJ says H100 and H200 shipments were relabelled with a fictional brand to dodge export controls Institute for Progress : Should the US Sell Hopper Chips to China? Jasper Ward / Reuters : US Justice D...
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: some Trump administration officials are holding up finalizing a deal for the UAE to buy Nvidia AI chips over concerns that China could access the chips
Some administration officials worry China could get access to advanced Nvidia chips and are holding up efforts to iron out the agreement
CoreWeave receives liquid-cooled Nvidia Blackwell Ultra servers from Dell, becoming the first cloud provider to install systems with Nvidia's latest AI chips
Grace Blackwell Ultra Superchip systems deployed at CoreWeave Wall Street Pit : CoreWeave First to Deploy Nvidia's Newest AI Chips in Cloud Tae Kim / Barron's Online : CoreWeave Is First to Deploy Nvi...
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: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
TSMC reports Q3 revenue up 39% YoY to ~$23.6B and net income up 54.2% YoY to ~$10.1B, both above estimates, boosted by strong sales of Nvidia AI chips
From AGI to GPT, an AI Glossary You Can Actually Understand … Hello World … Quicktake