Beijing plans limited access to Nvidia's H200 AI chips through approval process, prioritizing domestic semiconductor self-sufficiency despite Trump allowing exports with 25% US fee.
A new bipartisan bill would block Nvidia from selling its most advanced AI chips to China for 30 months, aiming to maintain the US lead in artificial intelligence.
Amazon Web Services unveils Trainium3, a cost-effective AI chip that's 4x faster than its predecessor, offering businesses an alternative to Nvidia's market-leading processors.
Amid concerns about AI data center spending, credit default swap prices for Oracle debt have spiked dramatically. Now, worries are spreading to Microsoft and Amazon as markets reassess hyperscaler risks.
Meta Platforms explores Google's TPU chips for 2027 data centers, challenging Nvidia's AI chip market leadership while Alphabet shares surge on alternative AI processor demand.
The U.S. greenlights the sale of up to 70,000 advanced AI chips to UAE and Saudi companies, reversing earlier restrictions and reshaping global AI competition.
