President Donald Trump announced that Nvidia has received White House approval to export its H200 AI GPU chips to "approved customers" in China and other nations. The deal includes a 25 percent U.S. cut of sales, higher than the 15 percent cut previously demanded. The H200 chips are an upgrade to the scaled‑down H20 models already allowed for export, though they remain less powerful than Nvidia's flagship Blackwell GPUs. Trump framed the policy as a boost for American jobs, manufacturing, and taxpayers, while noting that Nvidia’s U.S. customers are already moving forward with Blackwell chips. Senators have urged continued restrictions on China’s access to the most advanced AI chips. Leia mais →

At a recent Wired interview, AMD chief executive Lisa Su rejected the notion that the artificial‑intelligence sector is in a bubble. She argued that fears of an AI bubble are overstated and highlighted the growing demand for chips to power data‑center workloads. Su also discussed AMD’s expanding relationship with OpenAI, which will deploy billions of watts of Instinct GPUs over several years, and reaffirmed the company’s focus on rapid innovation to stay ahead of rivals such as Nvidia. Leia mais →