President Trump has lifted a US ban on exports to China of Nvidia's H200 chips. The H200 is more powerful than the H20, designed for export to China, but less powerful than the cutting-edge B200. Here's what to know about Nvidia's AI chips https://t.co/JuMPUUmJS8 ...

President Trump has lifted a US ban on exports to China of Nvidia's H200 chips. The H200 is more powerful than the H20, designed for export to China, but less powerful than the cutting-edge B200. Here's what to know about Nvidia's AI chips. https://t.co/Soz6ISRuOX ...

The AI chips that Nvidia is allowed to ship to China will undergo a special security review in the U.S. before they are exported https://t.co/EajDe1aZH6 ...

U.S. President Donald Trump said the United States would allow Nvidia's H200 processors to be exported to China, though it remains unclear whether Beijing will give the green light to Chinese companie... ...

Core Viewpoint - Intel's stock has more than doubled in 2025, indicating a significant turnaround, although challenges remain ahead for the company [2]. Group 1: Leadership and Strategic Changes - Intel appointed Lip-Bu Tan as CEO in March, who implemented immediate cost-cutting measures, including layoffs and the cancellation of certain foundry investments [4]. - Tan emphasized a more disciplined investment approach, linking future investments to confirmed customer commitments [4]. Group 2: Financial Position and Investments - Intel raised capital through various deals, including a nearly 10% stake from the U.S. Government and investments of $2 billion from Softbank and $5 billion from Nvidia [5]. - The company ended Q3 with over $30 billion in cash and short-term investments [6]. Group 3: Product Development and Market Opportunities - The Intel 18A process node is ready for production, with the Panther Lake laptop chip expected to ship by the end of the year and volume shipments in 2026 [6]. - Reports indicate that Microsoft may utilize the Intel 18A process for its next-generation AI processor, marking a potential shift in customer engagement [7]. - Analysts suggest that Apple could choose the Intel 18A-P process for its low-end M-series chips, which could lead to the production of 15 million to 20 million chips annually [8]. Group 4: Market Sentiment and Future Outlook - Despite the stock's significant increase, it remains below its all-time high, and the foundry business is not expected to generate profits for a few years [10]. - The demand for AI chips is rising, creating opportunities for Intel's new manufacturing processes to enhance competitiveness in the PC and server CPU markets [11].

Our cheat sheet to the major companies jostling for position in the fast-growing market for AI chips https://t.co/rn2zrPJDzV ...

Nvidia graphics processing units like these latest Blackwell [music] GPUs are inside server racks all over the world. Nvidia has catapulted [music] from gaming giant to the very core of generative AI, training the models, running the workloads, and sending Nvidia's valuation soaring. [music] With 6 million Blackwell GPUs shipped over the last year, >> this [music] connects all 72 GPUs, allowing to act as a single GPU to power the most advanced AI workloads.[music] GPUs are the generalpurpose workhorse stars ...

Moore Threads Technology's stock rose more than 400% after the AI chip maker's Shanghai IPO on Friday. ...

FT：美国已停止了对中国国家安全部实施制裁的计划，此前该部门被指控发起了一场大规模的网络活动，此举旨在避免破坏特朗普和习近平在10月达成的贸易休战协议。根据几位美国官员和其他知情人士的说法，在釜山达成的协议之后，本届政府也不会对中国实施新的重大出口管制措施。几位知情人士表示，特朗普政府对华政策的目标已经转向确保“稳定”，直到减少中国在稀土领域的支配地位为止，稀土支配地位限制了美国采取激进行动的能力。特朗普也不想危及他定于4月对北京的访问。据知情人士透露，另一个引发对华鹰派担忧的举动是，本届政府正准备举行一次高级别会议，决定是否发放许可，允许英伟达向中国出口先进芯片H200。一位熟悉白宫想法的消息人士表示，特朗普“致力于与中国建立互利的贸易关系，同时不损害我们的国家和经济安全”。外汇交易员 (@myfxtrader):彭博：英伟达的强力游说取得关键成果，一项旨在限制其向部分海外市场销售先进AI芯片的《GAIN AI法案》，预计将不会被纳入美国年度国防法案。该法案原计划要求英伟达和AMD等芯片制造商，在向受限制国家出口其高性能AI芯片之前，必须优先满足美国客户的需求。 https://t.co/HMCGD6JQl ...

Nvidia CEO Jensen Huang said he’s unsure whether China would accept the company’s H200 AI chips should the US relax restrictions on sales of the processors, following a meeting with President Trump https://t.co/NZLNQJx8vO ...