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A collection of 20 posts

Trump Imposes 25% Tariff on Nvidia H200 AI Chips Bound for China

Trump Imposes 25% Tariff on Nvidia H200 AI Chips Bound for China

President Donald Trump signed a proclamation imposing a 25% tariff on advanced AI semiconductors produced outside the United States that pass through the country before being exported to other nations, formalising a key component of the U.S. Department of Commerce's December decision to permit Nvidia to ship

Nvidia Licenses AI Chip Challenger Groq's assets for $20 Billion

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Nvidia Licenses AI Chip Challenger Groq's assets for $20 Billion

Nvidia has agreed to license assets from AI chip startup Groq for approximately $20 billion through a non-exclusive technology licence whilst simultaneously hiring the company's founders and executives, marking the chipmaker's largest transaction to date and dwarfing its previous record of $7 billion for Mellanox in

Oracle's Earnings Miss Triggers Sharp Decline in AI Stocks Across Markets

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Oracle's Earnings Miss Triggers Sharp Decline in AI Stocks Across Markets

Oracle shares closed down nearly 11% on 11th December 2025, after the company announced revenue that fell short of Wall Street estimates, wiping nearly 70 billion dollars off the company's market value in a matter of hours. Its revenue came in at 16.06 billion dollars, compared with

Gemini Model Positions Alphabet's AI Chips to Rival Nvidia

Gemini Model Positions Alphabet's AI Chips to Rival Nvidia

Alphabet is gaining momentum in its bid to challenge Nvidia’s AI-chip dominance, as strong early reactions to its new Gemini model and rising demand for accelerators have pushed its stock up 37% since mid-October, adding roughly $1 trillion in value. This surge is prompting investors to reassess the competitive

Huawei Unveils New AI Infrastructure After China Bars Nvidia in Response to US Export Restrictions

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Huawei Unveils New AI Infrastructure After China Bars Nvidia in Response to US Export Restrictions

On 18 September 2025, at the Huawei Connect conference in Shanghai, Huawei introduced the SuperPoD Interconnect, capable of linking up to 15,000 Ascend AI cards. The announcement came one day after China barred domestic firms from purchasing Nvidia RTX Pro 600D servers and other hardware, a move framed as

The Blackwell Ultra: NVIDIA's New Superchip Accelerates the AI Market

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The Blackwell Ultra: NVIDIA's New Superchip Accelerates the AI Market

NVIDIA’s 2025 Blackwell Ultra chip marks a major leap forward in the AI market, far surpassing its predecessor in performance. The chip delivers exceptional computational capacity for AI tasks: it operates 7.5 times faster than the previous generation and is equipped with significantly larger memory, enabling the training

Beijing halted testing and orders of Nvidia’s flagship chips at Chinese tech giants

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Beijing halted testing and orders of Nvidia’s flagship chips at Chinese tech giants

China's Cyberspace Administration (CAC) issued a strict directive on September 17, 2025, ordering ByteDance and Alibaba to immediately terminate testing and cancel all existing orders for Nvidia's RTX Pro 6000D chips. Prior to the regulatory decision, several companies had indicated plans to order tens of thousands

Alibaba Develops New AI Chip Amid Chinese Push for Tech Self-Sufficiency

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Alibaba Develops New AI Chip Amid Chinese Push for Tech Self-Sufficiency

Chinese commerce giant Alibaba is developing a new artificial intelligence chip specifically designed for inferencing rather than training tasks. The new semiconductor, created by the company's cloud computing division, represents a significant advancement from its previous Hanguang 800 chip released in 2019. This reflects Chinese technology firms'

Nvidia's New B30A Chip: Blackwell Technology for the Chinese Market

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Nvidia's New B30A Chip: Blackwell Technology for the Chinese Market

Nvidia is developing a new AI chip based on its cutting-edge Blackwell architecture specifically for the Chinese market that significantly outperforms the currently authorized H20 model, Nvidia said on August 19, 2025. The chip, codenamed B30A, would deliver approximately half the performance of the company's most advanced modell,

DeepSeek Delays New AI Model Due to Huawei Chip Issues

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DeepSeek Delays New AI Model Due to Huawei Chip Issues

Chinese AI startup DeepSeek has postponed the release of its anticipated R2 model after training efforts using Huawei's Ascend chips encountered persistent technical issues, the Financial Times reported on August 14, 2025. The company ultimately resorted to using Nvidia chips for training while employing Huawei's Ascend

Trump Plans to Impose Tariffs on Foreign Semiconductors but Exempts Companies Committing to US Manufacturing

Trump Plans to Impose Tariffs on Foreign Semiconductors but Exempts Companies Committing to US Manufacturing

President Donald Trump announced on CNBC's Squawk Box on August 5, 2025, that his administration planned to impose tariffs on semiconductors and chips, as his administration also deliberated its approach to AI chip export restrictions. Subsequently, on August 15th, speaking to reporters aboard Air Force One, Trump clarified

South Korea Unveils $23 Billion Support Package For Chips Amid U.S. Tariff Uncertainty

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South Korea Unveils $23 Billion Support Package For Chips Amid U.S. Tariff Uncertainty

South Korea announced on April 15, 2025, an increase in its semiconductor support package to ₩33 trillion ($23.25 billion), representing a ₩7 trillion ($4.9 billion) rise from the ₩26 trillion framework unveiled last year. The Finance Ministry stated that the "aggressive fiscal investment plan" was designed

Amazon Web Services Has Introduced the New Ocelot Quantum Computing Chip

Amazon Web Services Has Introduced the New Ocelot Quantum Computing Chip

Amazon Web Services (AWS) announced the Ocelot quantum computing chip on February 27, 2025, which could reduce the cost of quantum error correction by up to 90% compared to current approaches. Developed by the AWS Center for Quantum Computing at the California Institute of Technology, the chip represents a significant

NVIDIA GPU Technology Conference: Ambitious Chip Plans, Lukewarm Market Reaction

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NVIDIA GPU Technology Conference: Ambitious Chip Plans, Lukewarm Market Reaction

NVIDIA’s annual GPU Technology Conference (GTC) in March 2025 drew significant interest, but investors responded with muted enthusiasm to CEO Jensen Huang’s two-hour keynote speech, resulting in a 3.4% drop in the company’s share price on 18 March. Investors had anticipated announcements of new revenue streams;

Nvidia is Developing a New Generation of ‘Superchips’

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Nvidia is Developing a New Generation of ‘Superchips’

At the 2025 GPU Technology Conference (GTC), Nvidia outlined its plans for developing the next generation of data centre GPUs. The AI architecture, named Vera Rubin, is expected to debut in the second half of 2026 and promises a significant performance boost compared to the current Blackwell chips. The Vera

Apple is launching its largest ever investment in the American technology sector

Apple is launching its largest ever investment in the American technology sector

Apple announced on 24th February 2025 that it will invest more than $500 billion in the United States over the next four years. According to the company's statement, this represents the largest investment commitment of all time, which includes a new 23,225 square metre server processing facility

Microsoft Unveils Majorana 1 Quantum Chip, Opening New Path in Quantum Computing

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Microsoft Unveils Majorana 1 Quantum Chip, Opening New Path in Quantum Computing

Microsoft unveiled the Majorana 1 quantum chip on February 19, 2025, which is the world's first quantum processor with a topological core architecture and is expected to enable the construction of quantum computers capable of solving industrial-scale problems in the near future. The revolutionary innovation of the chip

The Jevons paradox may debunk the AI market panic triggered by DeepSeek

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The Jevons paradox may debunk the AI market panic triggered by DeepSeek

On 20 January, the Chinese AI firm DeepSeek announced that it had developed a chatbot matching OpenAI’s performance while requiring significantly fewer computational resources. This revelation sent shockwaves through the market, culminating in a 17% plunge in NVIDIA’s stock price by 27 January. Tech industry leaders, including Microsoft

The U.S. government had already tightened restrictions on high-tech exports to China before Trump's arrival

The U.S. government had already tightened restrictions on high-tech exports to China before Trump's arrival

In January 2025, the U.S. government significantly tightened restrictions on the export of semiconductors and artificial intelligence technologies to China, with a particular focus on NVIDIA chips and automotive software. The new regulations, introduced by the Biden administration, aim to limit China’s access to advanced technologies while maintaining

DeepSeek: A True Sputnik Moment for Chinese AI?

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DeepSeek: A True Sputnik Moment for Chinese AI?

Chinese artificial intelligence startup DeepSeek has shaken the global technology market after unveiling its R1 model in January 2025, which delivers performance matching American competitors at a fraction of the cost. The development was achieved for $5.6 million, compared to the American Stargate project's $500 billion budget.