Nvidia chief executive Jensen Huang is meeting US officials and lawmakers in Washington this week amid reports that its export-controlled processors have been used to train advanced Chinese artificial intelligence models. Huang met with US Commerce Secretary Howard Lutnick on Tuesday, US outlet Axios reported, citing an anonymous source. Neither the US Commerce Department nor Nvidia confirmed that the meeting occurred, and its purpose was not disclosed. “Jensen is in DC to meet with leaders on...
Shares of Chinese AI giant Z.ai soared 37 per cent in Hong Kong on Tuesday to close at HK$1,219 (US$155), after the company recently completed a giant data centre powered entirely by Chinese chips. Also known as Zhipu, the firm’s share prices rebounded after a week-long drop of more than 40 per cent. According to people familiar with the matter, it had built a giant 1-gigawatt (GW) AI computing centre – a facility that will be used to train and deploy its GLM models. The company has positioned...
Nvidia’s H200 chips, a step down from its most advanced Blackwell line, have resumed imports into China, albeit in small quantities. Meanwhile, China’s chip exports nearly doubled in the first half of this year. Much of these exports are mature logic integrated circuits for applications in consumer electronics and automotive sectors. While the US is the undisputed leader in the most advanced artificial intelligence (AI) chips, China is emerging as a dominant player in mass market legacy...
Chinese semiconductor design firm Biren Technology has unveiled its next-generation “supernode” solutions – systems designed to link thousands of AI chips across a single cluster – by using optical data transmission to bypass current hardware limits. The launch underscores how these highly connected server systems have become one of the latest battlegrounds for AI infrastructure companies. The industry is currently racing to scale up raw computing power as artificial intelligence models advance...
Chinese chip designers Moore Threads Technology and Hygon Information Technology – both positioning themselves as home-grown alternatives to Nvidia – have projected double- to triple-digit revenue growth for the first half of the year, fuelled by surging domestic demand for AI computing power. Beijing-based Moore Threads, a graphics processing unit (GPU) developer, stated in a stock exchange filing on Thursday that it expected revenue for the period to jump 135.1 per cent to 149.4 per cent year...
Taiwan Semiconductor Manufacturing Co (TSMC) has pledged an additional US$100 billion to expand its manufacturing facilities in Arizona, boosting the company’s US investment to US$265 billion, as the chip foundry rushes to meet booming demand driven by artificial intelligence. TSMC chairman CC Wei said the firm planned to proceed “as fast as possible” with the new Arizona investment but declined to provide a timeline, noting that progress would “depend on the market situation and our customers’...
American chipmaker Nvidia has shipped “very few” H200 artificial intelligence (AI) chips to mainland China and Hong Kong, a top Trump administration official told lawmakers on Tuesday, marking the first deliveries since the United States approved such sales. US President Donald Trump cleared the sale of Nvidia’s H200 chips to China in December, with the Commerce Department approving around 10 Chinese firms to purchase the powerful AI processors this year, including Tencent and ByteDance. “For...
For months, the United States and China have been locked in an unusual stand-off over cutting-edge chips – the building blocks of the artificial intelligence industry. In early 2026, Washington took the rare step of approving Nvidia’s H200 graphics processing unit for export to China, but Beijing has deliberately restricted Chinese firms from purchasing them as it pursues a tech self-sufficiency drive. Now, however, China’s stance is beginning to change, as the government plans to let selected...
Chinese AI labs are increasingly pursuing proprietary chips, mirroring a global trend towards software-hardware integration, but industry insiders and analysts warn that the strategy carries risk due to the massive upfront investments required. “The core motivation for choosing in-house chips lies in pursuing [greater] hardware-software synergy and lowering long-term operating costs,” said Arisa Liu, chief director and research fellow at Taiwan Industry Economics Services. Paul Triolo, a partner...
Chinese artificial intelligence chipmaking champion Shanghai Biren Technology is raising HK$7 billion (US$892.5 million) to boost production of its graphics processing units (GPUs), joining a fierce domestic battle to capture Nvidia’s market share in the country amid a global AI boom. The company, which went public in Hong Kong in January, announced that it would issue 153 million new shares at HK$46.2 each, representing a 9.9 per cent discount to the stock’s closing price of HK$51.3 last...
A Chinese artificial intelligence chip start-up led by industry veteran Wei Shaojun has emerged from stealth mode, joining giants like Huawei Technologies in betting on 3D stacking to bypass US tech export controls. Dongfang Suanxin, a company headed by Wei, who is also vice-president of the China Semiconductor Industry Association, has stepped into the spotlight by launching a corporate website and social media account, positioning itself as a new but formidable player in China’s AI computing...