Nvidia
22 briefs
Anthropic Is Renting Compute From Everyone, Including Its Enemies
Anthropic committed $200 billion to Google Cloud, rented Musk's supercomputer three months after he called the company 'evil,' and is simultaneously locking in deals with Amazon, CoreWeave, and Akamai. This is not a diversification strategy. It is a survival posture.
The Chip Lab on National Television
Beijing showed Huawei's secret semiconductor research lab on prime-time TV three days before Trump lands. This was a message, not a documentary.
Meta Locks In Two Chip Partners in One Week. Nvidia Is Still at the Table.
Meta announced multi-year deals with both Broadcom and Nvidia for custom silicon and infrastructure. The catch: it needs Broadcom to escape Nvidia dependency and needs Nvidia because the escape route isn't ready yet.
Cerebras Is Pricing Its IPO at $150 a Share. The Market Thinks It Will Open Worth $50 Billion.
20x oversubscribed, backed by OpenAI and AWS, the AI chipmaker claims its wafer-scale processor beats Nvidia at inference. That claim is the entire bet.
China's AI Chips Achieved Day Zero Parity with Nvidia. Jensen Huang Says His China Share Is Now Zero.
When DeepSeek V4 launched, Huawei, Cambricon and Moore Threads ran it the same day. That ended Nvidia's real advantage in China: timing.
Thailand's National AI Strategy Was a Chip Laundering Operation
US prosecutors believe OBON Corp, the centerpiece of Thailand's AI national strategy, moved $2.5 billion in Nvidia-equipped servers to China for Alibaba. The export controls were not beaten by spies; they were beaten by a trade show partner.
Nvidia Has Zero Percent of China's AI Market. Its CEO Says That Was Always the Point.
Jensen Huang admits export controls handed China's AI chip market to Huawei. He is arguing this proves the policy should be reversed. He has a conflict of interest the size of a data center.
Supermicro's Co-Founder Was Indicted for Smuggling $2.5 Billion in AI Chips to China. The Stock Jumped 18%.
The market decided the indictment was contained and the guidance was real. One of those bets is probably right.
Nvidia Lost China. China Didn't Notice.
Jensen Huang says US export controls cut Nvidia's China AI market share to zero. China replaced Nvidia with Huawei. The policy worked exactly as its critics warned.
DeepSeek Just Built a Frontier AI on Chinese Chips. That Was the Whole Point of the Export Ban.
V4 ran on Huawei Ascend hardware. Jensen Huang called this outcome 'horrible for our nation.' He is right, and US policy made it happen.
The Workers Who Could Break the AI Boom
Samsung's largest-ever labor action threatens to disrupt HBM memory production at the exact moment AI chip demand has outpaced every forecast.
DeepSeek Builds the World's Best Open-Source AI on Chinese Chips. The US Just Made It Official.
Washington cleared Nvidia H200 exports to China four months ago. China blocked its own companies from buying them. DeepSeek then launched V4 on Huawei hardware and undercut every American model on price. The US chip strategy is now accelerating the thing it was designed to prevent.
Meta Bets Billions on AWS Chips While Cutting 8,000 Jobs
The agentic AI era needs CPUs more than GPUs, and that changes who controls the infrastructure of artificial intelligence.
China Blocked Nvidia's H200 Chips Even After Trump Gave the Green Light
The White House approved the deal. Beijing's customs officials stopped it anyway. The chip war now has two fronts: one in Washington, one inside the US bureaucracy.
DeepSeek Is Abandoning Nvidia. Jensen Huang Says That's Catastrophic. He's Right for the Wrong Reasons.
The real threat isn't that China gets better chips. It's that America loses the software lock-in that made export controls worth having.
Approved, Blocked, Halted
Trump approved Nvidia H200 chip sales to China. Chinese customs blocked the shipments anyway. Nvidia's suppliers have now stopped production. Nobody is in control of this trade.
Congress Is Trying to Lock China Out of the Chip Industry. Nvidia Says That's the Wrong Move.
The MATCH Act would block China from buying the machines that make advanced chips. Jensen Huang says restricting China just makes it build faster.
Jensen Huang Said There Was No Evidence. There Were Six Indictments.
Federal prosecutors have charged six men in three weeks with smuggling billions in Nvidia chips to China. The CEO who denied it is now selling chips to the US government instead.
NVIDIA Just Released the First AI Models Built to Fix Quantum Computing's Core Problem
NVIDIA's Ising family is the first open AI model suite for quantum error correction. It is not a quantum computer. It is the software that makes quantum computers worth building.
The Export Control Bottleneck
Staffing losses and tighter oversight inside the Commerce Department's Bureau of Industry and Security have turned AI chip export licenses into months-long waits. The US is blocking its own allies.
The Bureaucracy That's Losing the Chip War
Trump's plan to sell AI chips to allies is collapsing inside the Commerce Department, where staff have fled and license approvals now take months.
Saudi Arabia Killed The Line and Built a Data Center Instead
MBS suspended his $500 billion linear city after 1.4% completion, pivoted $23 billion to AI infrastructure, and made Elon Musk's Grok the kingdom's national AI layer. The geopolitical bet underneath this is enormous.