Nvidia pushed back on a New York Times report claiming US intelligence agencies surveilled a woman, Alice Huang, linked to Singapore-based cloud firm Megaspeed, over concerns she could be a Chinese intelligence asset close to CEO Jensen Huang. Nvidia said Megaspeed is simply a regional cloud customer and that prior allegations it helped evade US export controls on Nvidia chips were investigated and found baseless last year. The company also said customers do not get access to trade secrets or national security information.
cnbc.com
· 2026-10-29
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
A new analysis from the Centre for Research on Energy and Clean Air finds China is exporting record volumes of clean energy technology and equipment, driven partly by surging renewable demand amid the Iran-linked energy crisis. Once installed abroad, these 2026 exports are projected to avert roughly 450 million metric tons of CO2 emissions per year, an amount comparable to Brazil's total annual emissions.
fastcompany.com
· 2026-10-29
U.S. Customs and Border Protection began enforcing a ban Thursday on shipments from Chinese genomics firm BGI Group and its affiliates BGI Genomics and MGI Tech. The Department of Homeland Security says the companies sourced materials from Xinjiang or worked with regional authorities to recruit and transfer forced labor from Uyghurs and other persecuted groups. China's Commerce Ministry denied the forced-labor claims, calling the move political manipulation and vowing countermeasures.
fastcompany.com
· 2026-10-29
HP and Asus have reportedly moved portions of their PC manufacturing back to China after previously diversifying to countries like Thailand, Vietnam, and India, according to Nikkei Asia. Dell is said to be considering a similar move, as these companies look to curb rising component costs that have squeezed profit margins.
techspot.com
· 2026-10-29
China's largest DRAM manufacturer, CXMT, is reportedly set to begin limited production of advanced high-bandwidth memory chips within the next two months, despite yields suffering from a failure rate as high as 70%. The push comes amid China's broader effort to build domestic capacity for AI-critical memory chips.
gizmodo.com
· 2026-10-28
Security researcher Ben Zimmermann, working with MongoDB's Kingfisher team, scanned over 7.2 million public repositories on Gitee, China's national open-source code hosting platform, using TruffleHog and Kingfisher. The scan uncovered 26,400 unique verified-live credentials, including an active organization-admin credential for a major enterprise AI platform and thousands of live cloud provider access keys.
mongodb.com
· 2026-10-28
A U.S. intelligence report reportedly includes a rare orbital image of China's experimental spaceplane, offering the first detailed look at its design. The craft's shape is said to closely resemble other known spaceplane designs, such as the U.S. X-37B.
gizmodo.com
· 2026-10-28
A new risk index from the US-China Economic and Security Review Commission, prepared by the China Strategic Risks Institute, ranks trans-Pacific undersea cables by vulnerability to 'gray zone' sabotage. The September 2026 report finds cables owned by US firms like Google and Meta among the most exposed, citing factors such as cable depth, shipping traffic, ownership, and proximity to China's territorial claims and Taiwan. It follows reports of Chinese research vessels spending unusual amounts of time near cable routes and Chinese commercial ships being investigated for cable-cutting incidents in European and Asian waters.
arstechnica.com
· 2026-10-28
Former Google CEO Eric Schmidt said China's AI capabilities have advanced to within roughly six months of the United States, compared with a two-year gap he previously estimated. Schmidt, who also advises the Pentagon and leads Relativity Space, voiced concern that open-source AI models pose a growing security risk.
fastcompany.com
· 2026-10-28
Counterpoint Research found iPhone 18 Pro and Pro Max sales fell 4% in the US and 27% in Japan during their first three weeks on shelves compared with the iPhone 17 Pro series last year. China sales rose 29% over the same period, pushing global growth to 3.1%, while the Pro Max's share of Pro-series sales slipped slightly to 56% from 57%.
9to5mac.com
· 2026-10-27
A sharp selloff has hit China's AI-related equities, with Goldman Sachs estimating such stocks make up 42% of total market capitalization and 57% of trading turnover. Traders cited elevated valuations, new tax bills, and fears that foreign governments could restrict exports of data center equipment to China as triggers, though no single catalyst was identified. Investment managers quoted by Reuters described the pullback as the bursting of a bubble built on overweighting tech firms in major indexes.
slashdot.org
· 2026-10-27
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