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Silicon
4w
53
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Nvidia CEO Jensen Huang Makes Surprise Visit To China
- Nvidia CEO Jensen Huang made a surprise visit to Beijing, China.
- Despite the US export restrictions, Huang emphasized the importance of the Chinese market for Nvidia.
- China welcomes more US companies, including Nvidia, to explore the Chinese market.
- Nvidia's visit to China comes after the company warned of charges due to the limited export of its H20 AI chip.
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TechJuice
4w
415
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Trump Administration Moves to Restrict DeepSeek’s Access to U.S. Technology Amid Growing AI Tensions
- The Trump administration is considering restrictions to block Chinese startup DeepSeek from purchasing advanced AI chips from U.S. companies like Nvidia.
- The move comes as the U.S. government is concerned about China's progress in artificial intelligence and its potential to challenge U.S. technological dominance.
- DeepSeek, a Chinese AI laboratory, is facing scrutiny over allegations of intellectual property theft and violations of export control laws.
- The Trump administration is exploring options including adding DeepSeek to the Commerce Department's Entity List and imposing sanctions or executive orders to restrict access to DeepSeek's AI services for American companies and citizens.
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VentureBeat
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NVIDIA announcements, news and more, from GTC 2025
- NVIDIA unveiled major advancements in AI technology at GTC 2025.
- The Blackwell Ultra AI platform is delivering a 40x performance boost over Hopper, making AI applications more efficient and scalable.
- NVIDIA showcased advancements in networking, robotics, accelerated computing, and AI infrastructure, aiming to enhance scalability, efficiency, and energy consumption in massive AI data centers.
- NVIDIA's roadmap includes the release of the Vera Rubin, Vera Rubin Ultra, and Feynman architectures to further improve AI data center performance and efficiency.
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Insider
4w
412
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The chip industry just got a much-needed boost as Trump tariffs loom large
- Chip stocks, including TSMC, received a boost after TSMC reported strong earnings.
- TSMC did not cut its sales forecast, suggesting strong chip demand despite concerns over Trump's tariffs.
- Nvidia issued a warning about the impact of Chinese tariffs, causing chip stocks to decline.
- The positive earnings report from TSMC led to a reversal in chip stocks' fortunes.
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Guardian
4w
102
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Nvidia’s CEO makes surprise visit to Beijing after US restricts chip sales to China
- Nvidia's CEO, Jensen Huang, made a surprise visit to Beijing after the US imposed fresh restrictions on chip sales to China.
- Huang visited on invitation of a trade organization and met with Chinese officials, expressing a desire to continue cooperation with China.
- The visit followed US restrictions on sales of Nvidia's H20 datacentre GPUs designed to comply with Biden-era rules on sales to China.
- The restrictions are part of the US-China battle for AI supremacy and are expected to cost Nvidia $5.5bn in earnings.
- The tech industry, including Nvidia, faces pressure from US restrictions and tariffs on tech supplies to China.
- Nvidia recently announced plans to invest in AI infrastructure in the US, aligning with the Trump administration's policies.
- The company may work on new chip designs for an AI company, DeepSeek, to circumvent US bans on certain technologies.
- Huang stated Nvidia's commitment to legal compliance and technological advancement, emphasizing the global progress of AI.
- Huang's visit stirred reactions on social media, highlighting his celebrity status in Taiwan and the impact of Trump's tariffs on global markets.
- Trump's trade policies, including tariffs and negotiations with countries like Japan, have caused chaos and uncertainty in global trade relations.
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Analyticsindiamag
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Tech Data Partners with NVIDIA to Distribute AI Solutions in India
- Tech Data Advanced Private Limited has signed a distribution agreement with NVIDIA to offer its data centre and enterprise AI solutions in India.
- The partnership aims to bridge infrastructure gaps, scale AI initiatives, and maximize innovation across the IT ecosystem within Indian businesses.
- Tech Data plans to leverage its local partner network to support customers, simplify AI adoption, and quickly bring NVIDIA's solutions to the market.
- NVIDIA unveiled two personal AI supercomputers, DGX Spark and DGX Station, designed to support AI developers, researchers, and data scientists in prototyping and running inference on large language models.
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Insider
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138
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Nvidia probed over how its chips may have been obtained by DeepSeek, which US lawmakers accused of spying for China
- US lawmakers are investigating how DeepSeek obtained Nvidia chips despite export controls.
- Lawmakers accused DeepSeek of funneling American user data to the Chinese government.
- Nvidia faced stock decline and decreased earnings due to new license requirements from the Trump administration.
- Recommendations include stricter export controls and tracking the eventual user of chips.
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TechCrunch
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Trump administration reportedly considers a US DeepSeek ban
- The Trump administration is considering new restrictions on the Chinese AI lab DeepSeek that would limit it from buying Nvidia’s AI chips, and potentially bar Americans from accessing its AI services.
- The restrictions are part of the Trump administration’s effort to compete with China on AI.
- On Tuesday, the White House moved to restrict more of Nvidia’s AI chip sales to China, strengthening rules created by the Biden administration.
- There are lingering questions, however, around whether DeepSeek engaged in IP theft to create some of its more competitive models. OpenAI has alleged that the Chinese lab distilled its models, violating OpenAI’s terms of use.
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Insider
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380
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Nvidia could be hit hard by the new chip export license. Analysts warn the big decision is still to come.
- Nvidia faces new export license rules for selling chips to China and other countries.
- The Trump administration's decision could impact Nvidia's revenue. Its stock sank Wednesday.
- Analysts predict this move by the Trump administration could bring better news in the near future.
- Bernstein analysts describe the new rules as 'disruptive' and 'abrupt'.
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22 Likes
Insider
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Stocks tank on a double whammy of tariff warnings from the Fed and Nvidia
- Stocks fell as a pair of warnings from Nvidia and the Federal hit investor confidence.
- Nvidia's forecasted $5.5 billion earnings hit and export restrictions led to tech-sector declines.
- Fed Chair Jerome Powell extended losses by warning of tariff-driven stagflation risk.
- Stocks tanked on Wednesday as investors digested a double whammy of tariff-related warnings from Nvidia and the Federal Reserve.
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Pymnts
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Tariff Uncertainty May Be Reshaping AI Investment Landscape
- The Trump administration’s tariff policy is creating uncertainty in the AI industry.
- While digital goods remain unaffected, AI's hardware components face challenges due to tariffs.
- Major software companies have not observed changes in demand yet.
- Nvidia faces potential challenges in sales to China due to licensing requirements.
- The company plans to invest in manufacturing AI supercomputers in the U.S., aiming for resiliency.
- S&P Global Market Intelligence notes a shift in tech investments due to geopolitical tensions and tariffs.
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Pcgamesn
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New Nvidia drivers for GeForce graphics cards finally fix major game crashes
- Nvidia claims to have finally fixed major game crashes and black screen issues with the new driver update 576.02.
- The update addresses widespread issues that have been plaguing the GeForce RTX 5000 series graphics cards.
- Previously, Nvidia was criticized for not delivering the expected price/performance balance and inability to fix issues with driver updates.
- The new driver update also adds support for the Nvidia GeForce RTX 5060 Ti.
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22 Likes
Silicon
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Nvidia And Partners To Build $500 Billion Of AI Infrastructure In US
- Nvidia plans to produce its AI supercomputers in the United States for the first time.
- Nvidia, along with manufacturing partners, will design and build factories in the US for AI chip production.
- The company will invest in creating up to $500 billion of AI infrastructure in the US through partnerships with various companies.
- Nvidia's move is in response to the US government limiting exports of its H20 AI chip to China.
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Siliconangle
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Inside ServiceNow and Accenture’s plan to humanize AI at work
- ServiceNow Inc. and Accenture DACH collaborate to integrate AI into workflows, focusing on enhancing employee experience and boosting productivity.
- AI integration aims to empower employees by automating intelligence on existing processes, rather than introducing new tools.
- ServiceNow's platform, combined with Accenture's impact, orchestrates various processes and integrates legacy systems seamlessly.
- The collaboration focuses on implementing agentic and gen AI enhancements for customer value optimization.
- Employee experience is evolving with AI, aiming to eliminate rote tasks and allowing employees to focus on critical projects.
- AI companies must consider 'change fatigue' and ensure truthful communication during integration to avoid resistance to new technologies.
- The ultimate success of AI is when it seamlessly integrates into user experience, becoming invisible while enhancing human impact.
- AI's consumer-grade interaction outside enterprises is seen as a positive opportunity for workspace improvement.
- The article emphasizes the importance of prioritizing simplicity in AI integration for successful adoption within organizations.
- ServiceNow and Accenture's collaboration focuses on providing valuable AI tools and guiding businesses on strategic implementation in the present and future.
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18 Likes
Insider
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434
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Nvidia investors can't catch a break this year
- Nvidia stock falls 7% amid tariff pressure from President Trump.
- Shares down 20% this year and face a rocky road ahead.
- Nvidia faces multiple headwinds including competition from Chinese AI models and impact of tariffs.
- Investors worried about sustainability of Nvidia's growth rate.
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