The New York Times reports that Alice Huang, a Chinese businesswoman with close ties to Nvidia CEO Jensen Huang, was recruited by China's Ministry of State Security to gather intelligence on U.S. AI chip technology. U.S. intelligence agencies reportedly surveilled her for at least a year, and President Trump was briefed on her relationship with Jensen Huang but did not act. Her company, Megaspeed, made a multibillion-dollar purchase of advanced Nvidia chips around the time she was photographed with him in Taipei in 2024.
slashdot.org
· 2026-11-07
According to a report, the US intelligence community identified a Chinese individual connected to Nvidia CEO Jensen Huang as having ties to Chinese spying operations. Huang has been pushing the US government to loosen restrictions on selling advanced AI chips to China.
gizmodo.com
· 2026-10-29
Malaysian customs officials seized 30 servers packed with advanced AI chips worth over $12 million at Kuala Lumpur airport's free trade zone on October 15, after discovering the shipment was falsely declared as ordinary electronics. Officials say the shipment originated in one Asian country and was headed to another, using Malaysia as a transit point, and they believe it's linked to the same smuggling network behind a similar $13 million seizure in June and other cases totaling over $25 million.
tomshardware.com
· 2026-10-28
Nvidia CEO Jensen Huang told Yahoo Finance at GTC Berlin that the company's AI accelerators can stay productive for eight years or more, far outlasting the traditional four-year GPU lifecycle. He said lending against Nvidia hardware carries 'the lowest' risk of any asset because the chips hold strong resale and reuse value across different customers and workloads.
techspot.com
· 2026-10-23
Chip startup Tenstorrent has closed a $1.5 billion funding round that values the company at $6.2 billion, more than double its $2.6 billion valuation from late 2024. The round was led by new firm Trace Capital and Innovation X, with Cadence Ventures, Eclipse, Fidelity, SanDisk, and T. Rowe Price also participating. CEO Jim Keller said the company chose to stay independent and raise capital after demonstrating its Galaxy servers could run DeepSeek models, with funds earmarked for chips tailored to open-weight AI and video generation workloads.
techcrunch.com
· 2026-10-19
TSMC posted its sixth consecutive quarter of record profit and forecast fourth-quarter revenue up 58% year-over-year, driven by demand for advanced chipmaking. Executives say wafer capacity is stretched thin as clients including Nvidia, AMD, Apple, Google, Amazon, Microsoft, Meta and OpenAI compete for production slots.
cnbc.com
· 2026-10-15
TSMC reported third-quarter net income of NT$763.1 billion, a 68.7% year-on-year jump, with revenue of NT$1.49 trillion, both beating analyst estimates. The company's operating margin hit 58.7%, above its own guidance, and it forecast fourth-quarter revenue of $52.3-54.3 billion, up 58% year-on-year at the midpoint.
cnbc.com
· 2026-10-15
Chipmakers are increasingly focusing on advanced packaging techniques, rather than just transistor shrinkage, to boost AI chip performance. Separately, Meta released a new AI model it describes as cutting-edge, while OpenAI appears to be narrowing the capability gap with Anthropic.
wsj.com
· 2026-10-13
The Financial Times reports that Chinese tech companies purchased more than one million Nvidia gaming and workstation GPUs over the past year to cover a shortfall in AI computing capacity. Citing industry insiders, the report says domestic AI chip output has roughly doubled but still falls nearly 1.5 million units short of demand exceeding 5 million chips. Buyers are reportedly repurposing export-compliant Nvidia models like the RTX Pro 6000D, RTX Pro 5000 and RTX 5090 for simpler AI workloads such as prefilling.
tomshardware.com
· 2026-10-13
Amazon is reportedly negotiating to acquire Decart, a San Francisco-based AI startup, in a deal valued at roughly $7 billion. Decart builds software that helps developers switch between different AI chips, according to the report.
wsj.com
· 2026-10-11
Ting-Wei 'Willy' Sun, a third-party broker charged alongside Super Micro co-founder Yih-Shyan Liaw and sales manager Ruei-Tsang Chang, has pleaded guilty to conspiring to illegally reroute Nvidia AI chips to China. Sun's plea is tied to an agreement with prosecutors whose cooperation terms haven't been disclosed, and he's scheduled for sentencing on September 8, 2027. Investigators allege the group disguised real Super Micro servers as dummy units to deceive export inspectors before routing them through Thailand to Alibaba.
tomshardware.com
· 2026-10-10
IEEE Educational Activities, backed by the IEEE Computer Society, has released a new training program called AI Processor Architecture, Design Principles, and Performance. The five-course curriculum covers core chip design fundamentals, advanced architectures, neural processing units, emerging trends, and deployment across edge, cloud, quantum and IoT systems.
spectrum.ieee.org
· 2026-10-09
GoKawiil