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Yesterday β€” 13 December 2025Main stream
Before yesterdayMain stream

China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment β€” Huawei and Cambricon among candidates in push to compete with Nvidia, other U.S. firms

12 December 2025 at 17:07
China is considering investing up to an additional $70 billion in its domestic chip manufacturers in an effort to better compete with US firms like Nvidia. Although exact figures and investment strategies have yet to be decided, this move would be in line with China's "whole nation" approach to tackling its chip shortages.

China starts list of government-approved AI hardware suppliers: Cambricon and Huawei are in, Nvidia is not

Chinese government began to add government-approved AI suppliers to the Information Technology Innovation List in a bid to accelerate deployment of domestic hardware. But can Chinese semiconductor industry satisfy the needs of domestic AI industry?

The Nvidia H200 export saga, as it happened β€” Beijing ponders response and buyers line up, while Blackwell remains locked behind restrictions

10 December 2025 at 20:59
The U.S. government has formally approved the export of Nvidia’s high-performance H200 AI chips to China, reinstating access to a class of silicon previously barred under national security rules.

Nvidia decries 'far-fetched' reports of smuggling in face of DeepSeek training reports β€” unnamed sources claim Chinese company is involved in Blackwell smuggling ring

10 December 2025 at 20:41
DeepSeek is allegedly involved in a "phantom data center" smuggling scheme to get Blackwell GPU servers into China as part of training its newest LLM generation. While Nvidia refutes the claims as "farfetched", some proof indicates otherwise.

ASML under fire for selling DUV equipment to Chinese firm with military ties, says the machines are not subject to export controls β€” fears grow that 'old technology' will bolster Beijing's quantum effort

9 December 2025 at 16:39
Dutch chip manufacturing design firm, ASML, has been accused of selling chip fabrication hardware to a Chinese defence firm tied to the ruling party. Although it claims the technology was old, it has raised concerns over its potential use in developing new quantum technologies, particularly with military applications.

Research commissioned by OpenAI and Anthropic claims that workers are more efficient when using AI β€” Up to one hour saved on average, as companies make bid to maintain enterprise AI spending

8 December 2025 at 22:14
OpenAI and Anthropic claim in a pair of reports released today and earlier in the month that the use of enterprise AI tools increase productivity and corporate ROI. These studies may be damage control to counter those released by MIT and Harvard in August claiming the opposite.

The Senate's new SAFE bill is set to curb access to advanced chips to China, but that won't slow down the AI war β€” training workloads still heavily rely on Nvidia, while alternatives remain inefficient

8 December 2025 at 21:09
Even as U.S. and Chinese lawmakers make it harder for Nvidia to sell its chips to Chinese customers, the alternatives aren't able to offer a competitive product. With smuggling and obfuscated shipment routing making it possible to get around blocks and barriers, it may be that Nvidia remains the dominant training hardware provider in the region.

Huawei Ascend NPU roadmap examined β€” company targets 4 ZettaFLOPS FP4 performance by 2028, amid manufacturing constraints

Huawei has unveiled its Ascend NPU roadmap featuring Ascend 950, 960, 970 processors and massive SuperClusters with over a million of processors and up to 4 ZettaFLOPS FP4 performance in 2028, shifting from chip scaling to system-level scaling, amid U.S. sanctions and manufacturing constraints.

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