Biggest takeaways from Nvidia GTC 2026

    Nvidia CEO Jensen Huang says chipmaker has received orders from China

    After an extended delay in selling into the world’s second-largest economy, chipmaker Nvidia is gearing up to provide some customers in China with its H200 processors, CEO Jensen Huang said on Tuesday. “We have received purchase orders, and we’re in the process of restarting our manufacturing,” Huang told reporters at the company’s GTC conference in…

    Read More
    OpenAI CEO Sam Altman: Progress of Chinese tech firms is 'remarkable'

      Chinese tech companies progress remarkable

      The progress of Chinese tech companies across the entire stack is “remarkable,” OpenAI’s Sam Altman told CNBC. Altman’s comments come as China races against the U.S. to develop artificial general intelligence (AGI) — where AI matches human capabilities — and roll out the technology across society. The pace of technological advance in “many fields,” including…

      Read More
      How Alibaba quietly became a leader in AI

        China’s Alibaba launches AI model to power robots

        A man walks past the Alibaba logo displayed at its booth during the China International Supply Chain Expo in Beijing, China July 16, 2025. Florence Lo | Reuters Alibaba on Tuesday launched an artificial intelligence model designed to power robotics, as more tech giants push into the fast-growing field. The model, called RynnBrain, is designed…

        Read More
        Behind the chip rally: Nvidia's China approvals and bumper earnings

          Chip stocks rise after earnings, Nvidia H200 China approval

          Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg…

          Read More
          Chinese AI models adapt without Nvidia

            Trump clears way for Nvidia H200 sales to China, 25% surcharge

            US President Donald Trump looks on before signing a bill in the Oval Office of the White House in Washington, DC, on Jan. 14, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump on Wednesday said that his administration will approve China sales of Nvidia‘s H200 chip for artificial intelligence, but the U.S….

            Read More
            How Alibaba quietly became a leader in AI

              Baidu is major AI chip player in China to fill Nvidia gap

              A general view of the Baidu logo is seen at the Shanghai New Expo Center during the World Artificial Intelligence Conference 2025 in Shanghai, China, on July 28, 2025. Ying Tang | Nurphoto | Getty Images Tech giant Baidu is emerging as one of China’s key artificial intelligence chip players, positioning itself as a challenger…

              Read More