Nvidia to exclude China from its revenue and profit forecasts
Nvidia CEO Jensen Huang said he isn’t confident that the U.S. will change its mind on chip export restrictions anytime soon.
NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions
NVIDIA and AMD will soon begin selling new GPUs made for AI workloads in China to comply with US chip export restrictions.
Nvidia expects to lose billions in revenue due to H20 chip licensing requirements
As Nvidia reports earnings for the first quarter of its fiscal year 2026, which closed on April 28, the company has released numbers on how the Trump administration’s recent chip export restrictions are affecting business. Nvidia reported that it…
Why export restrictions aren’t the only thing to pay attention to in Nvidia’s earnings
After the market closes on Wednesday, Nvidia will report earnings for the first quarter of its fiscal year 2026, which ended on April 27. While many in the industry are likely eager to hear how the recent whiplash surrounding U.S. chip export controls …
Tensions flare between the US and China over Huawei’s AI chips
Just a few weeks after the U.S. and China made significant steps to de-escalate the growing trade war between the two countries, tensions are flaring again — this time over semiconductors. China’s Commerce Ministry in Beijing released a statement…
Cognichip emerges from stealth with the goal of using generative AI to develop new chips
Chips are a critical component of the AI industry. But new chips don’t hit the market with the same speed as new AI models and products do. Cognichip has a lofty goal of creating a foundational AI model that can help bring new chips to market fas…
Trump administration officially rescinds Biden’s AI diffusion rules
After a week or so of rumors, the U.S. Department of Commerce (DOC) formally rescinded the Biden administration’s Artificial Intelligence Diffusion Rule days before it was set to go into effect. The Artificial Intelligence Diffusion Rule, which w…
Nvidia takes aim at Anthropic’s support of chip export controls
Nvidia clearly doesn’t agree with Anthropic’s support for export controls on U.S.-made AI chips. On Wednesday, Anthropic doubled down on its support for the U.S. Department of Commerce’s “Framework for Artificial Intelligence Di…