“The Big Short“ investor Michael Burry has a China warning for the US. Burry, one of the most influential Wall Street investors, has warned that America’s reliance on power-hungry Nvidia chips will hand China victory in the artificial intelligence (AI) race. In a recent post shared on the microblogging site X (formerly Twitter), he pointed…
Catch up on some of SCMP’s biggest stories about AI developments in China this year. If you would like to see more of our reporting, please consider subscribing. 1. DeepSeek’s AI breakthrough could alter China’s ‘national fate’ in US tech war DeepSeek, extolled by some as the “biggest dark horse” in the open-source large language…
Chinese chip designer Moore Threads Technology has unveiled a suite of new products, including its next generation of chip architecture and artificial intelligence chips as it looks to challenge US chip-making heavyweights Nvidia and AMD. The Beijing-based firm, hailed as China’s “little Nvidia”, introduced two forthcoming chips Huashan and Lushan, named after two famous Chinese…
Nvidia stock (NVDA) jumped as much as 3.8% in Friday trading following a Reuters report that the Trump administration began its review of Nvidia H200 chip exports to China and news that US antitrust agencies cleared Nvidia’s investment into Intel (INTC). The move higher put shares of the world’s largest company on track for a…
https://orionx.net/wp-content/uploads/2025/12/HPCNB_20251215.mp3 Warmest December greetings! AI technology and its correlated impacts splashed around the world last week, here’s a fast (10:52) review of new developments, including: – Nvidia H200 exports to China – H20, H200 and Chinese AI chips: how do they stack up? – Few fast GPUs vs. many slow GPUs – China’s power…
China’s artificial intelligence still needs to improve in six aspects, from ecosystem to funding, but the emergence of DeepSeek has significantly boosted the sector’s confidence in overcoming US restrictions, according to a mainland venture capital firm. China and the US were the two top players in global AI development, with the former leading in humanoid…
China is rejecting US-made AI chips, specifically Nvidia’s H200, in favour of domestically developed semiconductors, White House AI czar David Sacks has said, essentially casting doubts on Trump administration’s strategy to challenge Chinese tech giants like Huawei by allowing the export of less advanced American chips to capture market share.“They’re rejecting our chips. Apparently they…
Last week, as officials weighed the decision, Huang told reporters in Washington that he had no clue if China would accept H200 chips. (Graeme Sloan/Bloomberg) December 12, 2025 4:49 PM, EST Key Takeaways: China is rejecting Nvidia’s H200 AI chip in favor of domestic semiconductors, White House AI czar David Sacks said, questioning a Trump administration strategy…
Nvidia is reportedly evaluating plans to increase production capacity for its H200 artificial intelligence (AI) chips after the company received orders from Chinese clients that exceeded current output levels. The move follows President Donald Trump’s announcement this week that the US will allow the export of the H200to China, provided the US government collects a…
Days after President Donald Trump announced a decision to allow Nvidia to sell its advanced H200 artificial intelligence (AI) chips to China and receive a 25% cut of the revenues, Senator Elizabeth Warren has said that the move constitutes selling out “American national security”. She reiterated that both Nvidia CEO Jensen Huang and Commerce Secretary…