US-China tech competition, export controls, and the intersection of geopolitics and technology
The Information is reporting that Chinese customers won’t be able to get their hands on as many H200 AI chips as they want. Per the outlet, the “Chinese government this week told some tech companies ...
An spokesperson offered a rebuttal to Reuters on Tuesday , saying the chip designer does not require full payment for H200 chips up front, as the outlet had written in a January 8 report. President ...
Nvidia’s $54 billion opportunity to sell H200 AI chips to the world’s second-largest economy is reportedly close to getting the thumbs-up from Chinese officials. Bloomberg reports that China is “prepa...
Companies like , , , and have caught a bid in early trading on Wednesday, after a White House statement yesterday confirmed that the president and his team are discussing “a range of options” in thei...
Shares tied to nuclear fuel and experimental forms of nuclear energy surged Monday, with a backdrop of geopolitical uncertainty in the wake of President Trump’s intervention in Venezuela and new Depar...
US airlines are climbing on Monday, despite higher oil prices amid escalating US-Venezuela tensions following the US’s capture of Venezuelan leader Nicolás Maduro and his wife, Cilia Flores. The price...
Oil and defense stocks rose in premarket trading Monday as markets reacted to the US military’s Saturday operation in Venezuela, which resulted in the capture of President Nicolás Maduro. The rally in...
For American companies building AI today, it is basically a free-for-all, a self-regulation zone with zero federal restrictions. But for Chinese AI companies, the Chinese Communist Party exerts strict...
Yesterday, the Federal Communications Commission (FCC) banned new drones and critical components from the market-leading Chinese drone manufacturer DJI, and smaller firm Autel Robotics, calling the fo...
After a year-long investigation into China’s tactics to bolster its domestic semiconductor industry, the US has determined that its practices are “unreasonable” and is going to do something about that...
Chinese buyers can get their hands on the best chips from Nvidia’s Hopper generation before the new year — their Lunar New Year, that is, which starts on February 17. Reuters reports that the chip des...
The most advanced chipmaking process in the world is currently owned by one company : Dutch chipmaker . The process, known as extreme ultraviolet lithography (EUV), allows for the smallest, most compl...
Shares of caught a bid in premarket trading after Reuters reported that the chip designer has told customers in China that it is considering adding more capacity to produce H200 chips in light of a d...
DeepSeek, the Chinese AI startup whose chatbot built on the cheap turned the US tech world upside down in early 2025, is using “several thousand” of top Blackwell chips to build its next model, per T...
There’s no easy fix to Nvidia’s China problem . The world’s most valuable publicly traded company had extended Monday’s gains during after-hours trading yesterday on the heels of US President Donald T...
US President Donald Trump confirmed after the close on Monday that will be allowed to ship its H200 chips to China, sending shares of the chip designer up more than 1% in the after-hours session. Per...
CEO Elon Musk is stirring controversy once again in Europe after the European Union fined his social media platform , X, $140 million for a number of issues, including a “deceptive” blue check mark de...
US senators are on the verge of introducing a bill that would block from selling its H200 or Blackwell chips to China for 30 months, the Financial Times reports . The H200 is Nvidia’s best chip from ...
Billionaires, they’re just like us: they want to bring their terrestrial beefs to outer space. OpenAI CEO Sam Altman has explored buying or partnering with a rocket company to compete with CEO Elon M...
Nvidia can’t sell its best AI chips in the world’s second largest economy. That’s an problem. But it’s also a China problem — and it’s one that the region’s tech giants have resorted to solving by tr...