There’s a fascinating game of technological chess playing out in the semiconductor world. First it was the TPU vs GPU conversation, as it came to light that Meta will be spending a significant amount of money to buy Google’s Tensor Processing Units for its AI deployments, that a direct competition to Nvidia’s graphics processing unit…
Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider. “The market did not appreciate our incredible quarter,” Huang said…
By Alexandra Alper (Reuters) -The Trump administration is considering greenlighting sales of Nvidia‘s H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced U.S. technology to China. The Commerce Department, which oversees U.S. export controls, is reviewing a change to its policy of…
Advance market commitment gives British businesses preferred status The government’s new package of reforms and investment is intended to put AI at the heart of its mission. One of the standout measures just announced is a “first customer” promise, modelled on the way the government bought Covid vaccines. It is intended to support UK startups…
Nvidia blew past Wall Street financial targets in its third quarter, posting a 62% surge in revenue and forecasting continued strong growth for the current quarter with demand for its AI chips showing no sign of slowing down. “Blackwell sales are off the charts, and cloud GPUs are sold out,” CEO Jensen Huang said in…
The use of chips for artificial intelligence and electric vehicles (EVs) will offer strong demand underpinning the development of mainland China’s semiconductor industry, according to veterans of the sector at an annual gathering in Shanghai. At the 2025 Global Semiconductor Market Summit, chip executives discussed the industry’s future amid US-China tech rivalry and surging demand…
News | Rare earths Published on: 09. November 2025 As announced, Beijing is lifting the export restrictions on semiconductor metals such as gallium, germanium and antimony, which were only introduced a month ago, for the time being. The background to this is the agreements between Xi and Trump to de-escalate the trade dispute between the…
By Eduardo Baptista, Toby Sterling and Gilles Guillaume BEIJING/AMSTERDAM/PARIS (Reuters) -The Chinese government slammed the Netherlands on Tuesday over its seizure of chipmaker Nexperia, blaming it for jamming up a resolution to a dispute that has disrupted auto sector supply chains, hit production and caused some firms to furlough staff. Nexperia, Chinese-owned but based in…
By Aditi Shah, Daniel Leussink and Rachel More TOKYO/BERLIN (Reuters) -Global automakers are scrambling to find chips and checking with suppliers to see if they have enough stockpiled, as a deepening semiconductor supply crunch related to Dutch firm Nexperia threatens car production across the industry. Beijing banned exports of Nexperia’s products from China after the…
Chinese electronic-parts supplier Wingtech is the latest company to face a setback amid the US-China tech war, after Dutch authorities froze control of its local subsidiary in a sign of new risks for Chinese tech firms’ overseas investments. The rare move by local authorities was the latest example of increasing operational risks for Chinese tech…