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;
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
US President Donald Trump and Nvidia CEO Jensen Huang held a crucial meeting at the White House on January 31, 2025, concerning Chinese DeepSeek's market expansion and the potential tightening of export regulations for high-tech chips. The discussion is particularly timely as the US Department of Commerce investigates
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
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
