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Nvidia’s China-bound H20 AI chips face Beijing scrutiny over ‘tracking’ and security concerns

China is one of Nvidia's largest markets, particularly for data centers, gaming and artificial intelligence applications. While Nvidia has been given assurances by Washington that it will be allowed to resume exports of its made-for-China H20 general processing units, the AI chips' return may be met with increased scrutiny from Beijing. According to the Cyberspace Administration of China, Nvidia met with Beijing officials on Thursday regarding national security concerns posed by the H20 chips,

Topics: ai china chips h20 nvidia

The most powerful gaming handheld chipset will soon ship in this ‘budget’ handheld

AYANEO TL;DR AYANEO has revealed specs for the first device from its new sub-brand, the KONKR Pocket FIT. It packs with the most modern and powerful chipset for handhelds and a 8,000mAh battery. Pricing and launch dates have not been revealed, but it might be the best intro to high-performance emulation on the market. AYANEO made waves in the retro gaming handheld community when it announced a cheaper sub-brand called KONKR earlier this week, but it wasn’t immediately clear what pricing segm

Trump caving on Nvidia H20 export curbs may disrupt his bigger trade war

The next front in Donald Trump's trade war will be chip tariffs—which could come by next month—but national security experts are warning that the president may have already made a huge misstep that threatens to disrupt both US trade and national security. In a letter Monday to Department of Commerce Secretary Howard Lutnick, 20 policymakers and professionals with a background in national security policy urged Trump to reverse course and block exports of Nvidia's H20 chips to China. In April, t

Samsung lands $16.5 billion chip contract with Tesla

What just happened? Samsung Electronics has landed a landmark $16.5 billion deal to manufacture semiconductor chips for Tesla, a move that could reshape the competitive landscape in advanced chipmaking and help revive Samsung's struggling foundry division. The multi-year contract, representing 7.6 percent of the company's projected 2024 revenue, will run through the end of 2033. The deal was first revealed in a South Korean regulatory filing on July 26, 2025. Although Samsung did not name the c

Positron bets on energy-efficient AI chips to challenge Nvidia's dominance

Highly anticipated: A new front is emerging in the race to power the next generation of artificial intelligence, and at the center of it is a startup called Positron whose bold ambitions are gaining traction in the semiconductor industry. As companies scramble to rein in the soaring energy demands of AI systems, Positron and a handful of challengers are betting that radically different chip architectures could loosen the grip of industry giants like Nvidia and reshape the AI hardware landscape.

Trump temporarily drops export controls to smooth negotiations with China

After previously saying that the US would block exports of key AI chips to China, Donald Trump's administration may have backtracked. The US will now temporarily block restriction on exports of chips and other technology to China, the Financial Times reported. The aim is to help Trump book a meeting with China President Xi Jinping later this year in order to strike a trade deal, according to people familiar with the matter. Export controls are dictated by the US Commerce Department, which was r

Elon Musk confirms Tesla has signed a $16.5 billion chip contract with Samsung Electronics

Samsung Electronics has entered into a $16.5 billion contract for supplying semiconductors to Tesla , based on a regulatory filing by the South Korean firm and Tesla CEO Elon Musk's posts on X. The memory chipmaker, which had not named the counterparty, mentioned in its filing that the effective start date of the contract was July 26, 2025 — receipt of orders — and its end date was Dec. 31, 2033. However, Musk later confirmed in a reply to a post on social media platform X that Tesla was the c

Why is there a date of 1968 in the Intel Chipset Device Software Utility?

The Intel Chipset Device Software Utility shows a date of 07/18/1968 because it is symbolic: Intel was founded on that date. The reason this date is used is to lower the rank of drivers in concern. This is necessary because it's a supporting utility that should not overwrite any other drivers. Updating these drivers is not needed. Do not worry if you don't have the latest version. The Intel® Chipset Device Software installs the Windows* INF files. An INF is a text file that provides the operat

Why Is There a Date of 1968 in the Intel Chipset Device Software Utility?

The Intel Chipset Device Software Utility shows a date of 07/18/1968 because it is symbolic: Intel was founded on that date. The reason this date is used is to lower the rank of drivers in concern. This is necessary because it's a supporting utility that should not overwrite any other drivers. Updating these drivers is not needed. Do not worry if you don't have the latest version. The Intel® Chipset Device Software installs the Windows* INF files. An INF is a text file that provides the operat

Intel May Be Prepping a Massive Apology to Gamers

If the rumors are to be believed, Intel may be gearing up for a major apology to gamers in the form of a suite of gaming-specific CPUs. Intel has suffered through multiple crises, a CEO ouster, sweeping layoffs, and a dour outlook on the future of the once-massive chipmaker. To make its case to consumers, Intel needs goodwill, and who better to get it from than the outspoken gamer crowd? Multiple semi-reliable leakers have come out of the woodwork to talk about Intel’s plans to copy what makes

Intel May be Prepping a Massive Apology to Gamers

If the rumors are to be believed, Intel may be gearing up for a major apology to gamers in the form of a suite of gaming-specific CPUs. Intel has suffered through multiple crises, a CEO ouster, sweeping layoffs, and a dour outlook on the future of the once-massive chipmaker. To make its case to consumers, Intel needs goodwill, and who better to get it from than the outspoken gamer crowd? Multiple semi-reliable leakers have come out of the woodwork to talk about Intel’s plans to copy what makes

Taste testing battery-flavored tortilla chips

I get a lot of odd pitches in my inbox, but “9V battery-flavored corn chips” still stopped me in my tracks. My mind was ringing with questions (What? Who? Why!?!), but most importantly: What are they going to taste like? This limited edition flavor comes from Rewind, a new brand launching in Europe, starting with the Netherlands, promising to blend “nostalgia with exciting flavors.” Most of these sound pretty normal — cheese and onion, sriracha, paprika — but their nod to the “weird universal m

Nvidia addresses AI chip smuggling, says bootleg data centers are a 'losing proposition'

Nvidia said Thursday that data centers built with smuggled chips are a "losing proposition" and that it does not support unauthorized products. The statement came in response to a Financial Times report that at least $1 billion worth of its artificial intelligence chips illegally entered China. "Trying to cobble together datacenters from smuggled products is a losing proposition, both technically and economically," a spokesperson said in a statement to CNBC. "Datacenters require service and su

Nvidia addresses AI chip smuggling, says bootleg datacenters are a 'losing proposition'

Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media in Beijing, China, on Wednesday, July 16, 2025. Nvidia said Thursday that datacenters built with smuggled chips are a "losing proposition" and that it does not support unauthorized products. The statement came in response to a Financial Times report that at least $1 billion worth of its artificial intelligence chips illegally entered China. "Trying to cobble together datacenters from smuggled products is a l

$1 billion of NVIDIA AI chips were reportedly sold in China despite US bans

Financial Times is reporting that $1 billion worth of NVIDIA AI chips were smuggled into China in the three months after the Trump administration tightened semiconductor export controls . Citing sales contracts, company documents and people with direct knowledge, the publication says that a thriving black market arose for American semiconductors. Products sold included NVIDIA's top‑tier B200 chips, which have become the silicon of choice for American big tech when training AI models. Sale of the

AMD CEO says U.S.-made TSMC chips are 5%-20% more expensive, but worth it

AMD CEO Lia Su said that chips made in TSMC’s Arizona facility are more expensive than those made in a comparable facility in Taiwan. Dr. Su said that U.S.-made chips cost ‘more than 5% but less than 20%’ higher, and she added during an interview with Bloomberg that these are costs that the company must shoulder to have a more resilient supply chain. “I think the economics of it are we have to consider the resiliency of the supply chain, I think we learned that during the pandemic — the idea th

Laptop CPUs in 2025 Explained: What to Know Before Buying Your Next Laptop

Shopping for a new laptop can be a confusing experience. I find the best place to start is with size. Do you want a featherlight ultraportable or a larger model that has a bigger screen but is more of a chore to lug around? Or something in between that offers a balance between portability and productivity? Deciding on factors as straightforward as size actually goes a long way in helping choose more complex parts, including the processor. You'll still be faced with a variety of CPU options, but

How Huawei ascended from telecoms to become China's 'jack of all trades' AI leader

The Huawei booth at the Mobile World Congress in Barcelona, 2025. Arjun Kharpal | CNBC Despite being beaten down by years of U.S. trade restrictions, China's telecom giant Huawei has quietly emerged as one of the country's fiercest competitors across the entire AI landscape. Not only does the Shenzhen-based firm appear to represent Beijing's answer to American AI chip darling Nvidia, but it has also been an early adopter of monetizing artificial intelligence models in industrial applications. "

Nvidia CEO Jensen Huang sells an additional $12.94 million worth of shares

Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference in Taipei on May 21, 2025. Nvidia CEO Jensen Huang sold 75,000 shares on Friday, valued at about $12.94 million, according to a filing with the U.S. Securities and Exchange Commission. Friday's sale is part of a plan adopted in March for Huang to sell up to 6 million shares of the leading artificial intelligence company. Earlier this week, Huang sold 225,000 shares of the chipmaker, totaling about $37 million, ac

Amazon’s AI push is undermining its sustainability goals

Amazon’s decarbonization goals are being undermined by its push to be a leader in generative AI. Its most recent sustainability report concedes its overall carbon emissions grew for the first time since 2022. It reported a six percent increase in its carbon footprint across 2024, laying much of the blame at the feet of its data center rollout. The reported increase is significant given Amazon’s method of reporting its own environmental impact. Critics have suggested the mega-retailer “ dramatic

UAE’s deal to buy Nvidia AI chips reportedly on hold

In Brief The massive AI deal between the U.S. and the United Arab Emirates (UAE) is reportedly on hold before it can be finalized due to national security reasons. The deal, which gives the green light to the UAE to buy billions of dollars worth of AI chips from Nvidia and other semiconductor companies, is on hold due to concerns in the U.S. that these AI chips could end up in China, the Wall Street Journal reported, citing anonymous sources. This potential chip smuggling was a concern when t

More Apple chips to be made in US as TSMC accelerates Arizona plants

More Apple chips are set to be made in the US as TSMC said it is busy accelerating the construction of its second and third Arizona plants, fulfilling a promise made back in March. The chipmaker is bringing more advanced processes to the US earlier than initially expected, allowing it to make chips for more recent Apple products … ‘Made in America’ Apple chips Apple first announced its plan for ‘Made in America’ chips back in 2022, with the news hailed as one of the success stories of the US

Commerce Secretary Lutnick says China is only getting Nvidia’s ‘4th best’ AI chip

Howard Lutnick, U.S. Secretary of Commerce speaks during the Pennsylvania Energy And Innovation Summit 2025 at Carnegie Mellon University in Pittsburgh on July 15, 2025. Commerce Secretary Howard Lutnick on Tuesday said the Trump administration reversed course on allowing Nvidia to sell its AI chips to China because the U.S. company will not be giving over its best technology. Lutnick made the remark speaking with CNBC's Brian Sullivan, saying that Nvidia wants to sell China its "4th best" chi

Nvidia CEO Meets With Trump and Secures Permission to Sell AI Chips in China Again

It’s been a very busy week for Nvidia CEO Jensen Huang. After meeting with President Donald Trump and senior officials in Beijing in recent days, Huang has secured a major victory for his AI-chip empire. On Monday, Nvidia announced that the U.S. government will allow it to resume sales of its H20 AI chips in China. The company still needs to secure official licensing approval from the Trump administration, but officials have reportedly assured Nvidia “that licenses will be granted.” The company

Nvidia is set to resume China chip sales after months of regulatory whiplash

Nvidia announced Monday that it’s filing applications to restart sales of its H20 artificial intelligence chips to China, capping a spasmodic few months that saw the Trump administration impose restrictions, then quickly reverse course after a high-profile dinner meeting. The company expects to receive U.S. government licenses soon and begin deliveries shortly after, according to a blog post. Nvidia is also introducing a new “RTX Pro” chip designed specifically for the Chinese market, calling i

Malaysia will require trade permits for US AI chips

Malaysia is taking on a bigger role in helping the U.S. prevent advanced AI chips from ending up in China. The Malaysian Ministry of Investment, Trade and Industry announced new restrictions on exporting AI chips of U.S. origin out of its country on Monday. Individuals and companies are now required to notify Malaysian authorities at least 30 days in advance when they are exporting or transshipping U.S. AI chips, effective immediately. “Malaysia stands firm against any attempt to circumvent ex

Malaysia will require trade permits for U.S. AI chips

Malaysia is taking on a bigger role in helping the U.S. prevent advanced AI chips from ending up in China. The Malaysian Ministry of Investment, Trade and Industry announced new restrictions on exporting AI chips of U.S. origin out of its country on Monday. Individuals and companies are now required to notify Malaysian authorities at least 30 days in advance when they are exporting or transshipping U.S. AI chips, effective immediately. “Malaysia stands firm against any attempt to circumvent ex

Nvidia's Jensen Huang brushes off U.S. fears that China's military will use his firm's chips

Co-founder and chief executive officer of Nvidia Corp., Jensen Huang attends the 9th edition of the VivaTech trade show in Paris on June 11, 2025. Nvidia CEO Jensen Huang has downplayed U.S. fears that his firm's chips will aid the Chinese military, days ahead of another trip to the country as he attempts to walk a tightrope between Washington and Beijing. In an interview with CNN aired Sunday, Huang said "we don't have to worry about" China's military using U.S.-made technology because "they

Nvidia CEO downplays U.S. fears that China's military will use his firm's chips

Co-founder and chief executive officer of Nvidia Corp., Jensen Huang attends the 9th edition of the VivaTech trade show in Paris on June 11, 2025. Nvidia CEO Jensen Huang has downplayed U.S. fears that his firm's chips will aid the Chinese military, days ahead of another trip to the country as he attempts to walk a tightrope between Washington and Beijing. In an interview with CNN aired Sunday, Huang said "we don't have to worry about" China's military using U.S.-made technology because "they

Nvidia reportedly plans to release new AI chip designed for China

In Brief Nvidia seems determined to find a way to sell AI chips in China despite U.S. export restrictions. The semiconductor giant is planning to launch an AI chip specifically for the Chinese market as early as September, as originally reported by the Financial Times. This AI chip would be based on Nvidia’s Blackwell RTX Pro 6000 processor, which is already modified to meet the existing AI chip restrictions, the Financial Times added. These chips wouldn’t include high-bandwidth memory or NVL