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China reportedly bans tech companies from buying NVIDIA's AI chips

The Cyberspace Administration of China (CAC) has reportedly banned the country's local tech companies from purchasing NVIDIA's newest AI chip made for the region. According to the Financial Times, the internet regulator told Chinese tech companies, including ByteDance and Alibaba, to cancel their orders for and to stop testing NVIDIA's RTX Pro 6000D. After receiving the directive from CAC, the companies reportedly told their suppliers to stop all activities related to the GPU. As Reuters notes,

Nvidia boss 'disappointed' by reported China chip ban

Nvidia boss 'disappointed' by reported China chip ban Mr Huang is one of a number of tech bosses, including Microsoft's Satya Nadella , accompanying US President Donald trump on his state visit to the UK. "There are a lot of places we can't go to, and that's fine," he told reporters on Wednesday. Jensen Huang added he would be "patient" in response to the move from China's internet regulator. The boss of Nvidia says he is "disappointed" that China has reportedly ordered its top technology co

China says NVIDIA's Mellanox acquisition violated antitrust law

A regulator has accused NVIDIA of violating China's antitrust laws over its acquisition of chipmaker Mellanox. In its preliminary findings of an investigation it commenced in December , the State Administration for Market Regulation (SAMR) claimed that the company breached both national regulations and the conditional terms China outlined when it rubberstamped the $6.9 billion takeover. The SAMR hasn't announced any penalties yet, as the investigation will continue. The SAMR is said to have det

You can get Nvidia's CUDA on three popular enterprise Linux distros now - why it matters

NurPhoto/NurPhoto via Getty Images Follow ZDNET: Add us as a preferred source on Google. ZDNET's key takeaways The CUDA toolkit is now packaged with Rocky Linux, SUSE Linux, and Ubuntu. This will make life easier for AI developers on these Linux distros. It will also speed up AI development and deployments on Nvidia hardware. AI developers use popular frameworks like TensorFlow, PyTorch, and JAX to work on their projects. All these frameworks, in turn, rely on Nvidia's CUDA AI toolkit and

China says Nvidia violated antitrust regulations

Trade tensions between China and the U.S. regarding semiconductors just got even more strained. On Monday, China’s State Administration for Market Regulation ruled that semiconductor giant Nvidia was in violation of the country’s antitrust regulations, as first reported by Bloomberg. The ruling was in reference to Nvidia’s 2020 acquisition of Mellanox Technologies, a computer networking supplier, for $7 billion. An Nvidia spokesperson supplied the following statement, “We comply with the law i

China rules that Nvidia violated its antitrust laws

A Chinese regulator has found Nvidia violated the country’s antitrust law, in a preliminary finding against the world’s most valuable chipmaker. Nvidia had failed to fully comply with provisions outlined when it acquired Mellanox Technologies, an Israeli-US supplier of networking products, China’s State Administration for Market Regulation (SAMR) said on Monday. Beijing conditionally approved the US chipmaker’s acquisition of Mellanox in 2020. Monday’s statement came as US and Chinese official

China says Nvidia violated anti-monopoly law after preliminary probe

China is one of Nvidia's largest markets, particularly for data centers, gaming and artificial intelligence applications. China's market regulator on Monday said that Nvidia violated the country's anti-monopoly law, according to a preliminary probe, adding that Beijing would continue its investigation into the U.S. chip giant. Shares of Nvidia were down around 2% in premarket trading. Late last year, China's State Administration for Market Regulation (SAMR) opened an investigation into Nvidia

China’s souring on Nvidia. Here’s why

Beijing is souring on Nvidia. China, which used to be one of Nvidia’s largest markets, seems largely conflicted about reaccepting Nvidia’s lower-tech H20 chips that Trump administration finally allowed to resume sales of in July. The Chinese tech industry might be excited about the Nvidia chip flow resuming, but the government is allegedly not. Chinese authorities have discouraged local tech companies from purchasing Nvidia chips citing national security concerns, and even questioned industry

Nvidia and OpenAI to back major investment in UK AI infrastructure

Jensen Huang, co-founder and chief executive officer of Nvidia, at the London Tech Week exposition in London, UK, on Monday, June 9, 2025. Nvidia and OpenAI are in discussions about backing a major investment in Britain focused on boosting artificial intelligence infrastructure in the country. The two tech firms are discussing a sizable deal to support data center development in the country which could ultimately be worth billions of dollars, a person familiar with the matter told CNBC, confir

Streaming Can’t Replace Your PC, but Nvidia’s Updated GeForce Now Comes Close

No, you shouldn't use it for multiplayer, but I still find myself gravitating to GeForce Now more than ever. The best compliment I could ever lay at the feet of any game streaming service is that I can forget I was even using it. Nvidia’s GeForce Now service, which lets players run their own game library through the cloud, is better than ever with its most recent update. As a bonus, Nvidia’s $20-per-month “Ultimate” subscription doesn’t cost any more than it did previously, unlike TV streaming’

Nvidia, Broadcom, TSMC, other AI names rally on Oracle's massive growth projections

Oracle Corp Chief Executive Larry Ellison during a launch event at the company's headquarters in Redwood Shores, California June 10, 2014. Oracle 's massive growth trajectory for cloud infrastructure is lifting all boats. The cloud giant forecasted skyrocketing sales to $114 billion in the company's fiscal 2029, signalling demand for artificial intelligence processing will remain high over the next few years, and will require Oracle to build out new data centers. "The guide for a 14x of Oracl

NVIDIA's GeForce Now with RTX 5080 GPUs is a cloud gaming revelation

If you had told me five years ago that playing PC games over the cloud would soon look indistinguishable from using a powerful rig, I would have called you a fool. But after diving into NVIDIA's new RTX 5080-powered GeForce Now servers for several hours, I think we've reached a major milestone for cloud streaming. From a New Jersey server almost a thousand miles away from my Atlanta-area home, I was able to play Cyberpunk 2077 in 4K at 170 fps (with NVIDIA's DLSS 4 frame generation) and Overwatc

Hands-on: Nvidia’s GeForce Now RTX 5080 is better and worse than I hoped

is a senior editor and founding member of The Verge who covers gadgets, games, and toys. He spent 15 years editing the likes of CNET, Gizmodo, and Engadget. Posts from this author will be added to your daily email digest and your homepage feed. Today, Nvidia is soft-launching its latest gaming GPUs in the cloud — upgrading its $20-a-month GeForce Now Ultimate cloud gaming service with RTX 5080 graphics for select games, with more to come down the road. At the same time, it’s also adding thousa

Nvidia’s latest GeForce driver is ready for Borderlands 4 and RTX Remix mods

is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Nvidia is releasing a new GeForce Game Ready driver today in preparation for the Borderlands 4 release later this week. There’s also an Nvidia app update arriving today that includes a new RTX Remix update to allow modders to improve fire and smoke effects in older games. Today’s Game Read

Nvidia unveils new GPU designed for long-context inference

In Brief At the AI Infrastructure Summit on Tuesday, Nvidia announced a new GPU called the Rubin CPX, designed for context windows larger than 1 million tokens. Part of the chip giant’s forthcoming Rubin series, the CPX is optimized for processing large sequences of context and is meant to be used as part of a broader “disaggregated inference” infrastructure approach. For users, the result will be better performance on long-context tasks like video generation or software development. Nvidia’s

The Evolution of Shaders

Nvidia launched the first GPU in 1999 with the GeForce 256, pioneering hardware T&L. In 2001, the GeForce 3 introduced programmable shaders, marking the shader era. Over 24 years, GPUs advanced massively, from 57 million transistors in NV20 to 92 billion in Blackwell (B100). Shader counts exploded—from 16 in 2007 to over 21,000 in 2025. Unified shaders appeared in 2007, and AI-focused Tensor Cores began in 2017. Despite huge performance gains, GPU prices rose modestly: a high-end card cost $800

The race to build a distributed GPU runtime

For a decade, GPUs have delivered breathtaking data processing speedups. However, data is growing far beyond the capacity of a single GPU server. When your work drifts beyond GPU local memory or VRAM (e.g., HBM and GDDR), hidden costs of inefficiencies show up: spilling to host, shuffling over networks, and idling accelerators. Before jumping straight into the latest distributed computing effort underway at NVIDIA and AMD, let’s quickly level set on what distributed computing is, how it works, a

Nvidia Is Not Happy With the Gain AI Act, Says As Much

In a move drawing considerable attention across the tech industry, Nvidia Corporation has publicly critiqued the recently proposed Gain AI Act, emphasizing its potential to stifle competition in the rapidly evolving artificial intelligence sector. The GAIN AI Act, which stands for Guaranteeing Access and Innovation for National Artificial Intelligence Act, was introduced as part of the U.S. National Defense Authorization Act, with the goal of ensuring that the United States is the dominant mark

OpenAI Spends $10 Billion to Get Into the Chip Business

OpenAI would like to stop being so reliant on Nvidia to handle its processing needs. To address that, the artificial intelligence startup is reportedly teaming up with Broadcom to develop its own chips, set to be available starting next year, according to the Financial Times. The Wall Street Journal reports that OpenAI’s deal with the US-based semiconductor firm will see the two work together to create custom artificial intelligence chips, which will be used internally by OpenAI to train and ru

A Quarter of Nvidia's Revenue Comes From a Single Giant Customer

In case you haven't heard, there might be a slight problem with the US economy: that it's being propped up by a tiny number of tech companies betting big on an AI revolution. Among the tech titans, no company is more important than the AI chip maker Nvidia. Often likened to a shovel seller during a goldrush, Nvidia's revenue has exploded in recent years, from $26.9 billion in 2023 to a heart stopping $130.5 billion in 2025. That unprecedented growth propelled Nvidia to become the first company

Nvidia’s RTX 5080 upgrade for GeForce Now arrives on September 10th

is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Nvidia announced last month that it’s planning to upgrade its GeForce Now cloud gaming service to RTX 5080 GPUs. Now, we have a date for that upgrade: September 10th. The upgrade will allow GeForce Now subscribers to rent what’s effectively an RTX 5080 in the cloud, with a huge 48GB of memo

Nvidia's Blackwell GPUs move robotics into the physical AI era

Editor's take: As exciting as generative AI may be, there is another AI-powered technology on the near-term horizon that could prove even more impactful: robotics, or as Nvidia's Jensen Huang and others have begun calling it, physical AI. The concept of physical AI is that many of the same algorithmic principles used to create large language models for text-based interactions can be applied to learning and replicating physical movements in the real world. Nvidia has offered robotics-focused har

Nvidia says two mystery customers accounted for 39% of Q2 revenue

Nearly 40% of Nvidia’s second quarter revenue came from just two customers, according to a filing with the Securities and Exchange Commission. On Wednesday, the chipmaker reported record revenue of $46.7 billion during the quarter that ended on July 27 — a 56% year-over-year increase largely driven by the AI data center boom. However, subsequent reporting highlighted how much of that growth seems to be coming from just a handful of customers. Specifically, Nvidia said that a single customer

Crypto Mining Stock Is Up 400% This Year As It Inks Nvidia Deal

Shares of Iren (IREN), an AI, cloud, and data center company, jumped nearly 15% on August 29 after announcing it had achieved “preferred partner” status with Nvidia. The designation is seen as a significant endorsement, positioning Iren as a key collaborator in Nvidia’s expanding ecosystem for AI and data center solutions. In addition to the partnership news, Iren confirmed it has secured the purchase of up to $168 million worth of Nvidia GPUs, further fueling the company’s stock rally on the

Nvidia’s $46.7B Q2 proves the platform, but its next fight is ASIC economics on inference

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now Nvidia reported $46.7 billion in revenue for fiscal Q2 2026 in their earnings announcement and call yesterday, with data center revenue hitting $41.1 billion, up 56% year over year. The company also released guidance for Q3, predicting a $54 billion quarter. Behind these confirmed earnings call numbers lies a more complex story of how cust

Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue

Co-founder and CEO of Nvidia Jensen Huang spoke to journalists during a trip to Beijing in July. Two Nvidia customers made up 39% of Nvidia's revenue in its July quarter, the company revealed in a financial filing on Wednesday, raising concerns about the concentration of the chipmaker's clientele. "Customer A" made up 23% of total revenue, and "Customer B" comprised 16% of total revenue, according to the company's second-quarter filing with the Securities and Exchange Commission. That's highe

Nvidia earnings takeaways: A 'full steam' AI spend, but China uncertainty remains

Nvidia stock fluctuated on Thursday as investors digested the company's latest earnings report, which signaled robust AI demand but provided little clarity on China. Sales surged 56% in the quarter to $46.74 billion, which was roughly in line Wall Street's projected $46.06 billion, according to LSEG. The company reported adjusted earnings per share of $1.05, just topping the $1.01 per share estimated by analysts. The better-than-expected results were clouded by concerns over Nvidia's future in

Nvidia's Huang touts 'full steam' AI spend while China uncertainty remains

Nvidia stock fluctuated on Thursday as investors digested the company's latest earnings report, which signaled robust AI demand but provided little clarity on China. Sales surged 56% in the quarter to $46.74 billion, which was roughly in line Wall Street's projected $46.06 billion, according to LSEG. The company reported adjusted earnings per share of $1.05, just topping the $1.01 per share estimated by analysts. The better-than-expected results were clouded by concerns over Nvidia's future in

Nvidia beats on top and bottom lines as company expects breakneck AI spend to continue

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50%, signaling to Wall Street that demand for artificial intelligence infrastructure shows no sign of fading. The stock, which is up 35% this year after almost tripling in 2024, slipped in extended trading as data center revenue came up short of estimates for the second straight period. Shares pared the losses Thursday. Here's how the company did, compared with estimates

Did Nvidia Just Pop an AI Bubble? Here’s What the Market Says

Lukewarm second quarter results from AI powerhouse Nvidia (NVDA) Wednesday have Wall Street bros and the analysts that love them catching all kinds of feelings. Long a bellwether for how the market views AI in general, the largest company in the world carries enough weight in its $1 trillion valuation to move entire indexes, let alone the tech sector. That was especially the case over the last two weeks, when handwringing over what Nvidia would say in its second quarter results on Aug. 27 reac