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
OpenAI and NVIDIA have announced a landmark strategic partnership aimed at creating one of the world’s largest AI infrastructures. As part of the deal, the two companies will develop 10 gigawatts of data centre capacity, a massive leap in scale that could redefine the availability and performance of generative
Nvidia announced a $5 billion purchase of Intel common stock at a price of $23.28 per share. The deal is still subject to regulatory approval, but financial markets reacted immediately: Intel’s shares surged by almost 23%, while Nvidia’s own stock climbed by more than 3%. This reflects
Interconnected and circular investment agreements between OpenAI, Nvidia, AMD and Oracle are driving more than $1 trillion across the AI market, raising major concerns about the sector’s sustainability. Bloomberg’s analysis, published on 7–8 October 2025, warned that these transactions may artificially inflate valuations, while the companies involved
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
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
NVIDIA researchers have presented compelling arguments for small language models (SLMs) being more suitable than large language models (LLMs) for powering autonomous task-performing AI systems. In their Arxiv study published in June 2025, the researchers explain that self-operating, task-oriented AI applications mostly perform repetitive, narrow-scope operations that don't
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,
Huawei announced in August 2025 that it will make its CANN AI GPU toolkit and Unified Cache Manager (UCM) framework open source, directly challenging Nvidia's CUDA platform's nearly two-decade monopoly in AI development ecosystems. This strategic move is particularly significant within the context of China'
Jensen Huang, Nvidia's CEO, is scheduled to visit Beijing on July 16, 2025, to hold a press briefing on the company's AI technologies, highlighting Nvidia's continued strategic significance for China despite ongoing US export restrictions. The visit is particularly notable as Nvidia's
Microsoft is developing in-house artificial intelligence models, including the 500 billion parameter MAI-1, to reduce its dependence on OpenAI. The company is working on AI reasoning systems that could potentially be made available to external developers as an API in the future. This strategic move is a key part of
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;
