Nvidia's new China AI chip (RTX6000D) faces low demand due to high cost & low performance. Firms await better chips (H20, B30A) amid US export bans & China's push for domestic alternatives. Beijing also has anti-monopoly & information risk concerns.
CoreWeave scored a $6.3 billion cloud deal with Nvidia! Nvidia will buy CoreWeave's unused cloud capacity until 2032, deepening their partnership. Nvidia also owns a stake in CoreWeave and supplies its GPUs, easing concerns about CoreWeave's data center costs.
China found Nvidia violated anti-monopoly laws over its 2020 Mellanox acquisition, breaking conditional approval terms. Beijing continues its probe, raising tensions during ongoing US-China trade talks.
China launches anti-dumping and anti-discrimination investigations against US semiconductor companies, escalating trade tensions ahead of high-level talks.
Nvidia's powerful AI servers are now being shipped globally via Supermicro , known for fast deployment. SK Hynix leads in essential HBM4 memory chips for AI, while Samsung and Micron aim to catch up.
China is accelerating homegrown AI chip development to counter US restrictions. Alibaba, MetaX, and Huawei are innovating with new chips for inference, though advanced AI model training remains a challenge. Despite hurdles, experts believe China could soon rival US AI tech.
