AI chips

Why export restrictions aren’t the only thing to pay attention to in Nvidia’s earnings

AI /

After the market closes on Wednesday, Nvidia will report earnings for the first quarter of its fiscal year 2026, which ended on April 27. While many in the industry are likely eager to hear how the recent whiplash surrounding U.S. chip export controls will impact Nvidia’s international chip business and future guidance, not everyone thinks […]

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Tensions flare between the US and China over Huawei’s AI chips

Hardware /

Just a few weeks after the U.S. and China made significant steps to de-escalate the growing trade war between the two countries, tensions are flaring again — this time over semiconductors. China’s Commerce Ministry in Beijing released a statement on Wednesday that threatened legal action against anyone who enforces U.S. export restrictions on Huawei’s AI chips,

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Cognichip emerges from stealth with the goal of using generative AI to develop new chips

Enterprise /

Chips are a critical component of the AI industry. But new chips don’t hit the market with the same speed as new AI models and products do. Cognichip has a lofty goal of creating a foundational AI model that can help bring new chips to market faster. San Francisco-based Cognichip is working to build a

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Trump admin officially rescinds Biden’s AI diffusion rules

Government & Policy /

After a week or so of rumors, the U.S. Department of Commerce (DOC) formally rescinded the Biden Administration’s Artificial Intelligence Diffusion Rule days before it was set to go into effect. The Artificial Intelligence Diffusion Rule, which was introduced by former president Joe Biden in January and set to come into force on May 15,

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Trump administration officially rescinds Biden’s AI diffusion rules

Government & Policy /

After a week or so of rumors, the U.S. Department of Commerce (DOC) formally rescinded the Biden administration’s Artificial Intelligence Diffusion Rule days before it was set to go into effect. The Artificial Intelligence Diffusion Rule, which was introduced by former president Joe Biden in January and set to come into force on May 15,

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Nvidia takes aim at Anthropic’s support of chip export controls

Enterprise /

Nvidia clearly doesn’t agree with Anthropic’s support for export controls on U.S.-made AI chips. On Wednesday, Anthropic doubled down on its support for the U.S. Department of Commerce’s “Framework for Artificial Intelligence Diffusion,” which would impose sweeping AI chip export restrictions starting May 15. The next day, Nvidia responded with a very different take on

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Nvidia H20 chip exports hit with license requirement by US government

Enterprise /

Semiconductor giant Nvidia is facing unexpected new U.S. export controls on its H20 chips. In a filing Tuesday, Nvidia said it was informed by the U.S. government that it will need a license to export its H20 AI chips to China. This license will be required indefinitely, according to the filing — the U.S. government

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Nvidia’s H20 AI chips may be spared from export controls — for now

Enterprise /

Nvidia CEO Jensen Huang appears to have struck a deal with the Trump administration to avoid export restrictions on the company’s H20 AI chips. The H20, the most advanced Nvidia-produced AI chip that can still be exported from the U.S. to China, was reportedly spared thanks to a promise from Huang to invest in new

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