Nvidia has reportedly rewritten the rulebook for its Chinese clientele, demanding full upfront payment for its flagship H200 AI processors. With over two million units on backorder and regulatory goalposts moving on both sides of the Pacific, the chipmaker is effectively offloading its geopolitical risk onto the buyer.
Nvidia dominates the graphics processing unit (GPU) market globally with over 80 per cent share.
However, the H200 chip will be barred from the military, sensitive government agencies, critical infrastructure and state-owned enterprises due to security concerns
Nvidia has been caught between Washington and Beijing, as the United States tightens controls on exports of advanced semiconductors used in AI, while Chinese companies seek to reduce reliance on U.S.-designed chips.
The Vera Rubin platform, made up of six separate Nvidia chips, is expected to debut later this year
At CES 2026, Nvidia has introduced Alpamayo, a new open source AI platform designed to help autonomous vehicles reason through complex, real-world driving scenarios. The company is pitching it as a turning point for physical AI, where machines do not just react to sensor data, but actively think through decisions and explain them.
Nvidia’s licensing deal with Groq allows the AI startup to remain independent while delivering major payouts to employees and shareholders.
Nvidia has signed a non-exclusive licensing deal with Groq, hired its founder and president, and acquired assets reportedly valued at $20 billion, giving it access to alternative AI chip technology without fully acquiring the company.
The clip shows Jensen Huang recounting his early years working as a busboy, waiter, dishwasher and toilet cleaner. 'To me, no task is beneath me because, remember, I used to be a dishwasher [and] I used to clean toilets…' he said.
Nvidia has denied a report claiming that China’s AI startup DeepSeek used banned Nvidia chips, saying there is no evidence to support the allegation and that the company is complying with US export rules.
The employee, who asked to remain anonymous, described the setup at one of Microsoft’s data centres as wasteful in an email circulated within Nvidia.
Nvidia is testing optional chip-tracking software for its Blackwell processors as rumours grow about smuggled hardware reaching China, though the company denies seeing evidence of such activity.
Nvidia denies reports that DeepSeek is using smuggled Blackwell GPUs, while the company develops new location-tracking tools to help prevent chip diversion into restricted markets.
A clear explainer on what the decision means for US–China relations, the AI race, and the global chip supply chain.
Nvidia's dominance in AI chips has made it a trillion-dollar giant, but tech rivals and geopolitical pressures are now threatening its reign
Tesla is already in the spotlight as shareholders debate Musk’s proposed $1 trillion award, which hinges on performance milestones
The 'semiconductor-shaped' chips are an ;initiative to bring semiconductors closer to everyday life and make the public feel more familiar with them,' an SK Hynix official said.
Shares of the chipmaker fell 2.6% on Tuesday following a report suggesting that Alphabet Inc.’s AI processors are gaining ground.
Nvidia has responded to growing investor concerns about Google’s increasingly capable TPU chips, insisting its own AI hardware remains a full generation ahead and continues to power every major AI model across industries.
Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027
Stocks rose in Japan — where markets reopened after a holiday — and in South Korea
Donald Trump had previously floated the possibility of discussing exports of Nvidia’s most advanced chips with Chinese leader Xi Jinping.
The post-earnings surge in Nvidia stock added more than $130 billion to the firm's m-cap. But, by the close of US markets on Thursday, Nvidia plunged more than 3 percent as investors read the fine print on receivables and inventory, and AI bubble fears flared up again.
Sachdev explains how the latest round came together, why Uniphore is doubling revenue year-on-year, how it has achieved this scale while adding a net headcount of just four people in two years, and what makes its Business AI Cloud central to the next phase of enterprise adoption.
Nvidia’s third-quarter results also topped analysts’ estimates. Revenue rose 62% to $57 billion in the period, which ended Oct. 26.