Nvidia (NVDA) has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters.
Nvidia (NVDA) has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters.
US President Donald Trump’s administration has launched a review that could result in the first shipments to China of Nvidia’s (NVDA) second-most powerful AI chips, five sources said, making good on his pledge to allow the controversial sales.
China is considering a package of incentives worth as much as $70 billion to bankroll and support its chipmaking industry, pouring more state money into a sector it deems pivotal to its technological conflict with the US.
ByteDance and Alibaba have asked Nvidia (NVDA), about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.
Beijing is set to limit access to Nvidia’s advanced H200 chips despite Donald Trump’s decision to allow the export of the technology to China as it pushes to achieve self-sufficiency in semiconductor production.
Microsoft is discussing plans to co-design custom chips with Broadcom. Big tech companies, which were once major customers of NVIDIA, are reducing their dependence on the company by actively developing their own chips.
Nvidia on Monday announced it has purchased $2 billion of Synopsys’ common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions.
Top Chinese companies are training their artificial intelligence models overseas to access Nvidia’s chips and bypass US efforts to prevent their development of the powerful technology.
Chinese regulators have barred ByteDance, the owner of TikTok, from using Nvidia chips in new data centers, according to a report from The Information on Wednesday.
Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google.
Foxconn (2317.TW), said on Friday that a $1.4 billion supercomputing centre it is building with Nvidia (NVDA.O), will be ready by the first half of 2026, and when complete will be Taiwan’s largest advanced GPU cluster.
Shares in AI darling Nvidia popped in premarket trade after the U.S. firm beat expectations in third-quarter results after the closing bell on Wednesday. Shares were last trading 5.5% higher at 4:15 a.m. ET.
SoftBank said Tuesday it has sold its entire stake in U.S. chipmaker Nvidia for $5.83 billion as the Japanese giant looks to capitalize on its “all in” bet on ChatGPT maker OpenAI.
The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips, two sources familiar with the matter told Reuters.
Microsoft said Monday it has secured export licenses to ship Nvidia chips to the United Arab Emirates in a move that could accelerate the Gulf’s lofty AI ambitions.
Korean semiconductor giant Samsung said Thursday that it plans to buy and deploy a cluster of 50,000 Nvidia graphics processing units to improve its chip manufacturing for mobile devices and robots.
On Tuesday, 28 October 2025, NVIDIA Corporation (NASDAQ:NVDA) presented its strategic vision at the GTC October 2025 Keynote.
An investor group, including BlackRock (BLK.N), and Nvidia (NVDA.O), will buy Aligned Data Centers from Macquarie Asset Management (MQG.AX), in a deal worth $40 billion, the companies said on Wednesday, as AI infrastructure expansion powers on.
The U.S. has approved several billion dollars worth of NVIDIA Corporation (NASDAQ:NVDA) chip sales to the United Arab Emirates, ending months of uncertainty over an investment deal with the Gulf federation would proceed.
Nvidia stock rose in the premarket. The leading AI chip maker was on track to snap a three-day losing streak after a report that it could invest in Elon Musk’s xAI.