Beyond market volatility, Nvidia faces ongoing geopolitical challenges that threaten its access to one of its largest markets. Export controls on Nvidia’s chips designed to keep advanced AI tech out of Chinese hands (that date back to 2022, during the early Biden era) have created a thorny obstacle for the company that it has tried… Read More: AI mania pushes Nvidia to record $4 trillion valuation »
The changing face of chip export controls The Biden-era chip restriction framework, which we covered in January, established a three-tiered system for regulating AI chip exports. The first tier included 17 countries, plus Taiwan, that could receive unlimited advanced chips. A second tier of roughly 120 countries faced caps on the number of chips they… Read More: Trump admin to roll back Biden’s AI chip restrictions »
Nvidia announced plans today to manufacture AI chips and build complete supercomputers on US soil for the first time, commissioning over one million square feet of manufacturing space across Arizona and Texas. The politically timed move comes amid rising US-China tensions and the Trump administration’s push for domestic manufacturing. Nvidia’s announcement comes less than two… Read More: Amid Trump tariff chaos, Nvidia launches AI chip production on… »
During Tuesday’s Nvidia GTX keynote, CEO Jensen Huang unveiled two “personal AI supercomputers” called DGX Spark and DGX Station, both powered by the Grace Blackwell platform. In a way, they are a new type of AI PC architecture specifically built for running neural networks, and five major PC manufacturers will build the supercomputers. These desktop… Read More: Nvidia announces DGX desktop “personal AI supercomputers” »
On Tuesday at Nvidia’s GTC 2025 conference in San Jose, California, CEO Jensen Huang revealed several new AI-accelerating GPUs the company plans to release over the coming months and years. He also revealed more specifications about previously announced chips. The centerpiece announcement was Vera Rubin, first teased at Computex 2024 and now scheduled for release… Read More: Nvidia announces “Rubin Ultra” and “Feynman” AI chips for 2027… »
A large investment The path to creating a custom AI chip requires substantial resources. Industry experts told Reuters that designing a single version of such a processor could cost as much as $500 million, with additional expenses for developing supporting software and hardware potentially doubling that amount. The current OpenAI chip project, led by former… Read More: OpenAI’s secret weapon against Nvidia dependence takes shape »
On Monday, the US government announced a new round of regulations on global AI chip exports, dividing the world into roughly three tiers of access. The rules create quotas for about 120 countries and allow unrestricted access for 18 close US allies while maintaining existing bans on China, Russia, Iran, and North Korea. AI-accelerating GPU… Read More: US splits world into three tiers for AI chip access »
On Monday, Nvidia announced Project DIGITS, a small desktop computer aimed at researchers, data scientists, and students who want to experiment with AI models—such as chatbots like ChatGPT and image generators—at home. The $3,000 device, which contains Nvidia’s new GB10 Grace Blackwell Superchip, debuted at CES 2025 in Las Vegas. It will launch in May… Read More: Nvidia unveils $3,000 desktop AI computer for home researchers »
On Thursday, AMD announced its new MI325X AI accelerator chip, which is set to roll out to data center customers in the fourth quarter of this year. At an event hosted in San Francisco, the company claimed the new chip offers “industry-leading” performance compared to Nvidia’s current H200 GPUs, which are widely used in data… Read More: AMD unveils powerful new AI chip to challenge Nvidia »
VGG | Getty Images reader comments 10 The cost of renting cloud services using Nvidia’s leading artificial intelligence chips is lower in China than in the US, a sign that the advanced processors are easily reaching the Chinese market despite Washington’s export restrictions. Four small-scale Chinese cloud providers charge local tech groups roughly $6 an… Read More: Nvidia’s AI chips are cheaper to rent in China than… »