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US prompts Nvidia probe into how chips ended up in China: reports
Economic Times
·
6m ago
Medial
The US Department of Commerce has asked Nvidia to investigate how its products ended up in China, according to The Information. Nvidia has requested major distributors like Super Micro Computer and Dell Technologies to conduct checks on their customers in Southeast Asia. Smugglers have been able to evade detection during recent inspections by Super Micro, with some altering serial numbers of servers that contain Nvidia chips. Nvidia has stressed the importance of adhering to export control restrictions, while Dell and Super Micro have stated their commitment to following regulations. The US government has been cracking down on chip exports to China, including banning the sale of high-end AI chips.
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Baidu placed AI chip order from Huawei in shift away from Nvidia
Economic Times
·
1y ago
Medial
Chinese AI company Baidu has reportedly ordered 1,600 artificial intelligence chips, the Huawei Ascend AI chips, as a potential alternative to Nvidia. Baidu placed the order ahead of new US government rules on chip exports to China. This indicates how some firms are shifting away from Nvidia, and although the order is relatively small, it is significant. Baidu is known for being a long-time client of Nvidia, and this move highlights Chinese acceptance of Huawei's products as an alternative. The Ascend chips are seen as the most advanced domestic option in China.
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Nvidia says it plays fair in AI chip market
Economic Times
·
10m ago
Medial
Nvidia has defended its position in the AI chip market amid reports of a US investigation into potential abuse of power. The company maintains that its success is based on merit and its value to customers. While there are alternatives available, Nvidia is widely regarded as the leader in AI chips. The US Department of Justice is reportedly examining whether Nvidia made it difficult for customers to switch to competing GPUs or chips for AI purposes. Nvidia's quarterly sales exceeded expectations but fell eight percent amid concerns about the sustainability of the AI boom in a slowing US economy.
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Huawei readies new chip to challenge Nvidia, surmounting US sanctions
Livemint
·
11m ago
Medial
Chinese tech giant Huawei is set to introduce a new chip for artificial intelligence (AI) use, called Ascend 910C, as it looks to challenge Nvidia in the Chinese market. Huawei's latest processor is comparable to Nvidia's H100, which is not directly available in China, according to reports. The company's ability to develop its own chips despite US sanctions highlights its success in breaking through obstacles and creating Chinese alternatives to US products. However, Huawei has faced production delays and could face further US restrictions on machine components and memory chips for AI hardware.
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US considers banning Americans from using China's DeepSeek: Report
Inshorts
·
3m ago
Medial
US President Donald Trump's administration is considering banning Americans from using Chinese AI startup DeepSeek's services, the NYT reported. Officials are also reportedly weighing penalties that would block DeepSeek from buying US technology. A committee is further examining whether and how NVIDIA's chips "ended up powering DeepSeek's AI models despite US export restrictions".
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Nvidia CEO to hold media briefing in Beijing on July 16 - The Economic Times
Economic Times
·
3d ago
Medial
Nvidia CEO Jensen Huang will visit Beijing on July 16 for a media briefing, marking his second trip to China since April. Amid US restrictions on Nvidia's chip exports due to military concerns, Huang's visit is significant, given that China accounted for $17 billion in revenue for Nvidia last fiscal year. Despite competition from Huawei, Chinese firms still demand Nvidia chips. US senators advised Huang to avoid meetings with certain entities while in China.
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Nvidia plans China research centre as export curbs bite: Report
Economic Times
·
2m ago
Medial
Nvidia is planning to establish a research and development center in Shanghai due to tighter US export restrictions impacting its Chinese sales. These restrictions prevent Nvidia from selling advanced AI chips to China, intensifying competition from local firms like Huawei. The proposed center will focus on understanding Chinese customer needs and adhering to export controls, while core design and production remain outside China. Nvidia maintains its commitment to the Chinese market and its US-China trade interaction.
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AMD hits US roadblock in selling AI chip tailored for China: report
Economic Times
·
1y ago
Medial
Advanced Micro Devices (AMD) has faced obstacles in selling an AI chip specifically designed for the Chinese market, as the US government tightens restrictions on the export of advanced technologies to Beijing. Despite being weaker than chips sold outside China, AMD's chip was deemed too powerful and requires a license from the Bureau of Industry and Security, according to sources. The move could hinder AMD's efforts to catch up with Nvidia in the AI market. The US government has been actively preventing the export of advanced AI chips to China to prevent the strengthening of its military capabilities.
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US restricts sale of AI training chips to China
The Verge
·
1m ago
Medial
The US government has restricted the export of AI training chips from Nvidia and AMD to China and Russia, citing potential military applications. The ban affects Nvidia's A100, H100, and AMD's MI250 chips, used in high-end AI systems. These restrictions form part of a broader US strategy to limit tech exports to curb rival powers. Nvidia's stock fell 6 percent after this disclosure, impacting its estimated $400 million in projected sales in China.
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Domestic semiconductor stocks echo Nvidia's fall as DoJ probe spooks investors
Money Control
·
10m ago
Medial
Semiconductor stocks, including Kaynes, experienced losses after global semiconductor giant Nvidia Corp's stock fell due to subpoenas from the US Department of Justice, as they investigate whether the company violated antitrust laws. The domestic chipmakers, such as RIR Power Electronics, ASM Technologies, and SPEL Semiconductor, also fell in response. Despite the investigation, Nvidia defended its tactics and stated that it wins on merit. While there are other options for chip buyers, Nvidia is considered the leader in AI chips.
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US restricts exports of some Nvidia chips to Middle East countries
Economic Times
·
1y ago
Medial
The US government has imposed restrictions on the export of certain Nvidia artificial intelligence chips to specific Middle Eastern countries. Nvidia revealed this in a regulatory filing, stating that it was informed during the second quarter of fiscal year 2024 about an additional licensing requirement for a subset of A100 and H100 products destined for certain customers and regions, including the Middle East. The filing did not specify the countries affected. This move comes a year after the US instructed Nvidia to halt exports of the same chips to China for AI work.
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