Oracle will shop around for AI chips after adopting a policy of 'chip neutrality'… but of course it'll still buy the latest Nvidia GPUs

Though there are other options: Google has its Tensor Processing Units and OpenAI is in partnership with Broadcom to design ...

Exclusive-ByteDance, Alibaba keen to order Nvidia H200 chips after Trump green light, sources say

ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he ...

Trump gives green light to Nvidia to ship powerful AI chips to China despite national security fears

Allowing the shipments could signal a friendlier approach to China, after Trump and Xi brokered a truce in the two countries’ ...

Rivian is building its own powerful AI chips for autonomous driving

Rivian announced that it was designing its own AI chips for fully autonomous driving, in a bold — if belated — move to catch ...
The Information

DeepSeek is Using Banned Nvidia Chips in Race to Build Next Model

DeepSeek, the Chinese AI startup, has been developing its next major model using several thousand Nvidia’s state-of-the-art Blackwell chips which the U.S. has forbidden from being exported to China, ...
The Economist

Donald Trump is tearing up America’s chip-control policy

America’s chipmakers, led by Nvidia, are far ahead. American policymakers are divided on how to use that advantage to ...