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Nvidia plans China research centre as export curbs bite: Report

Economic Times

Economic Times · 3m ago

Nvidia plans China research centre as export curbs bite: Report

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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Indian data centre firm Yotta's Nvidia AI chip orders to reach $1 billion: CEO

Economic Times

Economic Times · 1y ago

Indian data centre firm Yotta's Nvidia AI chip orders to reach $1 billion: CEO

Indian data centre operator Yotta plans to purchase an additional $500 million worth of AI chips from Nvidia, bringing their total order book to $1 billion. Yotta aims to enhance its AI cloud services with these chips, comprising nearly 16,000 units of Nvidia's artificial intelligence chips H100 and GH200. This move is significant for Nvidia, as it faces export restrictions to China and other countries. Yotta is a partner of Nvidia in India and operates data centre campuses in Mumbai, Gujarat, and near New Delhi.

Microsoft will urge Trump to overhaul curbs on AI chip exports: report

Economic Times

Economic Times · 5m ago

Microsoft will urge Trump to overhaul curbs on AI chip exports: report

Microsoft is urging President Trump to relax AI chip export restrictions, particularly for allies like India, Switzerland, and Israel, according to a Wall Street Journal report. Microsoft's appeal aligns with concerns that tighter U.S. controls on AI chip exports, especially to China, hamper American technology firms. Microsoft warns allied nations may look to China for access to advanced computing solutions. The plea is in response to existing and proposed export restrictions that complicate global AI infrastructure competitiveness.

US chip curbs give Huawei a chance to fill the Nvidia void in China

Economic Times

Economic Times · 1y ago

US chip curbs give Huawei a chance to fill the Nvidia void in China

The U.S. measures to limit the export of advanced AI chips to China may create an opportunity for Huawei to expand in its home market as Nvidia retreats. Huawei has been developing its own chips comparable to Nvidia's, but still lags behind in performance and ecosystem. However, if Huawei can replicate Nvidia's ecosystem and overcome intellectual property rights challenges, it could grab Nvidia's market share in China. This aligns with Huawei's goal of becoming a key provider of computing power for AI and promoting self-sufficiency in China.

Nvidia's China restart faces production obstacles: The Information report - The Economic Times

Economic Times

Economic Times · 1m ago

Nvidia's China restart faces production obstacles: The Information report - The Economic Times

Nvidia is facing production challenges in restarting its H20 chip sales to China due to US export restrictions. After an April ban led to order and manufacturing capacity cancellations, Nvidia plans to resume sales but requires US approval for export licenses. Limited chip availability was informed to Chinese customers. The shift of production lines at Taiwan Semiconductor means creating new chips could take nine months. Nvidia is also developing a compliant RTX Pro GPU for China.

US senators warn Nvidia CEO about upcoming China trip - The Economic Times

Economic Times

Economic Times · 1m ago

US senators warn Nvidia CEO about upcoming China trip - The Economic Times

Two U.S. senators, Jim Banks and Elizabeth Warren, have cautioned Nvidia CEO Jensen Huang against meeting Chinese firms potentially undermining U.S. chip export controls during his China trip. They urged him to avoid companies linked to China's military and intelligence bodies. Nvidia plans cheaper AI chips for China. Concerns persist over Nvidia's role in strengthening China's AI industry and circumventing U.S. controls, amid tensions over advanced AI export regulations.

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show

Economic Times

Economic Times · 1y ago

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show

Despite the U.S. ban on selling advanced Nvidia artificial intelligence chips to China, recent tender documents reveal that Chinese universities and research institutes acquired these chips through domestic resellers. The review of tender documents showed that 10 Chinese entities obtained Nvidia chips embedded in server products made by Super Micro Computer Inc., Dell Technologies Inc., and Taiwan's Gigabyte Technology Co Ltd. While the U.S. bars direct sales to China, the sale and purchase of the chips within China is not illegal. Both Nvidia and the server makers claim that the products were exported and available before the export control restrictions were tightened.

China warns of 'necessary actions' if US escalates chip curbs

Economic Times

Economic Times · 8m ago

China warns of 'necessary actions' if US escalates chip curbs

China issued a warning to the United States, stating that it would take necessary actions to protect its firms if the U.S. escalated chip control measures. Reports suggest that the Biden administration might unveil new export restrictions on Chinese chip companies. The U.S. has been tightening controls on semiconductors due to concerns about China's military advancements. China strongly opposes these measures, stating that they disrupt the international economic and trade order and damage cooperation between the two countries. China plans to protect the legitimate rights of its enterprises if control measures intensify.

Everyone’s rattled by the rise of DeepSeek—except Nvidia, which enabled it

Livemint

Livemint · 6m ago

Everyone’s rattled by the rise of DeepSeek—except Nvidia, which enabled it

Nvidia has been navigating U.S.-China tensions while continuing to sell AI chips in China. Amid rising export restrictions aimed at limiting China's AI capabilities, Nvidia adapted by developing modified chips compliant with U.S. rules, sparking frustrations in Washington. Despite potential risks, Nvidia views long-term engagement with China as essential for maintaining its market leadership. The company's strategy included lobbying against new regulations, even as debates intensified over balancing business interests and national security concerns.

China may relax rare earth export curbs for some chip companies

Economic Times

Economic Times · 2m ago

China may relax rare earth export curbs for some chip companies

China is considering easing rare earth export controls for certain Chinese and European semiconductor companies, according to state media. Initially, China placed export restrictions on rare earths, requiring all exporters to obtain licenses, causing delays and confusion. The potential relaxation follows discussions between Chinese officials and European semiconductor firms about accelerating approval processes to stabilize supply chains. European industries have expressed urgent concerns over potential production halts due to input shortages.

China's export curbs to impact electronics, solar, EV firms in India: GTRI

YourStory

YourStory · 7m ago

China's export curbs to impact electronics, solar, EV firms in India: GTRI

India's electronics, solar, and EV sectors face disruptions due to China's export restrictions on key inputs and machinery, possibly a response to India's limits on Chinese investments. The Global Trade Research Initiative highlights the geopolitical tensions and trade wars. China's curbs impact India's industries reliant on Chinese imports but also affect China's own economy. India is urged to enhance local manufacturing, diversify supply chains, and strengthen partnerships with countries like Japan and South Korea to reduce dependency on China.

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