'Naïve' to think China will depend on U.S. chips, its 'Delete America' program will extend to chips

    Chinese chip firms post record high revenue on AI boom, U.S. curbs

    China is focusing on large language models in the artificial intelligence space. Blackdovfx | Istock | Getty Images Chinese semiconductor firms have reported record revenue last year driven by AI demand, a shortage of memory chips and U.S. export restrictions that have pushed Beijing to bolster its homegrown tech industry. Analysts and the companies themselves…

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    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…

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      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…

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        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…

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          SoftBank sinks over 10% as Nvidia-fueled rout sweeps Asian chip names

          SoftBank sinks over 10% as Nvidia-fueled rout sweeps Asian chip names

          The logo of Japanese company SoftBank Group is seen outside the company’s headquarters in Tokyo on January 22, 2025.  Kazuhiro Nogi | Afp | Getty Images A sector-wide pullback hit Asian chip stocks Friday, led by a steep decline in SoftBank, after Nvidia‘s sharp drop overnight defied its stronger-than-expected earnings and bullish outlook. SoftBank plunged more…

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