The Trillion-Dollar Race to Fragment the Nvidia Monopoly

China has added AI chips from domestic companies, including Huawei and Cambricon, to its government-approved supplier list for the first time, coinciding with the Trump administration's decision to allow Nvidia to export its H200 AI chips to China. This marks a significant shift in China's approach to AI technology procurement amid ongoing geopolitical tensions.

President Trump has authorized Nvidia to sell its advanced H200 AI chips to approved customers in China, effectively lifting a previous export ban that was imposed due to national security concerns. This decision marks a significant shift in U.S. technology export policy, reversing decades of restrictions on technology sales to China.

Coreweave's CEO defended the company's AI circular deals, describing the current market as experiencing a 'violent change' in demand, particularly with Nvidia as both an investor and supplier. This statement highlights the strategic partnerships that are shaping the AI landscape.

President Trump has granted Nvidia permission to sell its H200 artificial intelligence chips to approved customers in China, lifting a previous export ban due to national security concerns. This decision includes a 25% surcharge on sales, marking a significant policy shift in U.S.-China tech relations.

Nvidia's H200 chips, primarily manufactured in Taiwan, will undergo an unusual national security review in the U.S. before being exported to China. This review is part of the U.S. government's efforts to monitor technology transfers that could impact national security.

President Donald Trump has authorized Nvidia Corp. to sell its H200 artificial intelligence chips to approved customers in China, reversing a previous export ban due to national security concerns. This decision was influenced by the competitive landscape, particularly Huawei's advancements in AI technology, which presented a comparable performance to Nvidia's offerings.

Burkay Gur, CEO of fal, announced that the company optimizes Nvidia chips for running AI models in audio, video, and image generation during an interview on Bloomberg Tech. This development follows fal's recent fundraising efforts, highlighting its commitment to leveraging advanced technology in generative media.

Tenstorrent has announced a reduction in its workforce, decreasing its headcount to 1,000 employees as the startup shifts its sales strategy away from enterprise sales towards developer sales.