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.
AI chips
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 incurred a $4.5 billion charge in Q1 due to licensing requirements impacting its ability to sell […]
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 will impact Nvidia’s international chip business and future guidance, not everyone thinks […]
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 on Wednesday that threatened legal action against anyone who enforces U.S. export restrictions on Huawei’s AI chips, […]
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. Cognichip has a lofty goal of creating a foundational AI model that can help bring new chips to market faster. San Francisco-based Cognichip is working to build a physics-informed […]