Sources: the US has cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made
The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far …
Sources: the White House is debating whether to allow Tencent to maintain stakes in US and Finnish video game companies; Tencent holds a 28% stake in Epic Games
Chinese company's investments in ‘Fortnite’ creator Epic Games and other creators have faced long-running US security review
Sources: China has told Alibaba, Tencent, and ByteDance that they can prepare orders for Nvidia's H200 chips, suggesting Beijing is close to approving imports
Chinese officials have told the country's largest tech firms including Alibaba Group Holding Ltd. they can prepare orders …
Users of ByteDance's agentic AI phone Nubia M153 report that its Doubao assistant is blocked or limited by Tencent's WeChat, Alibaba's Taobao, and other apps
Cissy Zhou / Nikkei Asia :
Sources say Alibaba, Tencent, Baidu, and other Chinese companies are testing domestic alternatives as they deal with a dwindling stockpile of Nvidia processors
Tougher US export restrictions on advanced chips give added urgency to testing of domestic alternatives
Sources: Nvidia told ByteDance, Alibaba, Tencent, and others that it is tweaking its AI chips so they can be sold in China without breaching US export rules
Qianer Liu / The Information :
Sources: President Xi will chair a symposium on February 17 to boost private sector sentiment, with Tencent CEO Pony Ma and other tech executives set to attend
Chinese President Xi Jinping plans to chair a symposium to boost private sector sentiment next week that will be attended …
Akamai plans to end its CDN services in China on June 30, 2026, moving clients to an Akamai CDN outside China unless they switch to a local option like Tencent
Simon Sharwood / The Register :
Sources: Apple approves a WeChat update for iOS, as revenue-sharing IAP talks continue with Tencent to block links to external payment services in mini games
- At stake are billions of dollars of fees from in-game sales — Apple and Tencent are negotiating future of WeChat mini-games
Alibaba will let shoppers check out via Tencent's WeChat Pay on its Taobao and Tmall shopping platforms, as Chinese government crackdown on Alibaba ends
Bloomberg :