Nvidia reportedly receives US government approval to ship some AI chips to the UAE
Nvidia has received the all clear from the US Commerce Department to start sending its powerful AI semiconductors to the United Arab Emirates, per Bloomberg. These shipments are part of the “Stargate ...
Semiconductor equipment stocks slump after US House committee slams their sales to China and recommends more export curbs
Semiconductor equipment stocks came under pressure Wednesday morning after a House committee “uncovered alarming new information revealing that companies in America and allied nations — including in ...
Trilogy Metals soars on US government’s 10% stake announcement
Shares in Trilogy Metals, a Canadian minerals exploration company, have soared as much as 200% in early trading today after the US government announced it has taken a 10% stake in the company worth $3...
Palantir disputes report of flaws in Army product
says security vulnerabilities with a prototype battlefield communications product highlighted in a September 5 Army memorandum have already been addressed, according to a Bloomberg report. The company...
An internal Army memo reportedly says Anduril and Palantir’s battlefield communication system has deep flaws
The new NGC2 platform, the Army’s next-gen battlefield communications network built by Anduril Industries, , and others, is full of “fundamental security” problems and should be considered “very high ...
Nvidia slumps on report of wide-ranging ban on chip sales by Chinese regulators
Here’s the latest sign that China is actively pursuing an Nvidia-less AI boom that puts its domestic capabilities to the test: The Financial Times is reporting that China’s internet regulator has bann...
Oracle, Silver Lake, and Andreessen Horowitz consortium to control US TikTok entity
is indeed part of an upcoming deal for a US spin-off of TikTok, The Wall Street Journal reports , as a member of a consortium that also includes Silver Lake and Andreessen Horowitz. The US and China a...
Oracle jumps on report it’s involved in TikTok deal
is up nearly 5% this morning on a CBS report that it’s one of “multiple companies” involved in a deal to operate TikTok in the US. Oracle has long been considered a likely contender. Whichever US enti...
Nvidia falls after Chinese regulator said it violated the country’s antitrust laws in 2020 deal
dropped as much as 2.9% in early trading on Monday after China’s State Administration for Market Regulation ruled that the chipmaker violated the country’s antitrust laws after acquiring Mellanox Tech...
Which tech execs attended Trump’s White House dinner?
A who’s-who of tech executives and AI power players sat side-by-side at a long table in the White House on Thursday evening to lather President Trump with praise for his leadership on AI. Billed by Wh...
Nvidia tumbles as China pushes toward an AI boom without the US juggernaut
What does an AI boom look like without at its epicenter? More and more, it seems that China is willing to test out those uncharted waters. Shares of the $4 trillion chip designer are down more than 3...
Nvidia isn’t getting much credit for a recovery in its China business
has talked a ton about the importance of accessing the Chinese AI market — especially after effectively getting locked out after export restrictions were enacted in mid-April . That talk seemingly pai...
Nvidia reportedly halts H20 production after Chinese security decree clouds demand outlook
Shares of are down in premarket trading after The Information reported that the chip designer has told two suppliers that put the finishing touches on its H20 processors — the chips it recently recei...
Boeing is reportedly in talks to sell up to 500 planes to China, months after Airbus was near a similar deal
is reportedly close to a deal with China to sell up to 500 planes, a move that could help end a sales drought stretching back to the beginning of President Trump’s first term. The plane maker’s shares...
Nvidia has a new tailor-made Blackwell chip in the works for sale to China, Reuters reports
Nvidia, locked out of the Chinese AI market as recently as two weeks ago, is now on the verge of expanding its offerings for what CEO Jensen Huang called a $50 billion AI data center market. Reuters r...
Why Nvidia and AMD’s unusual agreement with the Trump administration might survive any legal challenges
There is one glaring issue with the highly unusual arrangement that’s seen and secure export licenses to China for chips that had previously faced restrictions in return for giving the US government...
US reportedly placed location trackers in AI chip shipments diverted to China
Reuters is reporting that the US has been using location trackers to trace shipments of AI chips illegally diverted to China.
Nvidia whipsawed by report that China’s internet regulator barred companies from ordering its chips
Plot twist! briefly erased all of its premarket gains of 1% after The Information reported that China’s internet regulator has “ordered local tech companies including ByteDance, Alibaba Group, and Ten...
Nvidia, AMD reportedly granted export licenses for chip sales to China in exchange for giving US government 15% of revenues
The Financial Times is reporting that and have formally secured permission to export AI chips tailored for China to the world’s second-largest economy. As part of the deal, the companies have agreed...
Apple is doing something in China it never has before: Shutting down a store
When opened its first China branch in Beijing in July 2008, iPhones hadn’t even officially launched in the nation, but people had reportedly started smuggling them in anyway. Now, just over 17 years ...