The Energy & Sustainability Supplement
A sustainable future for data centers
News - China, NVIDIA
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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Supermicro contractor Ting-Wei “Willy” Sun pleads guilty to four counts associated with Nvidia chip smuggling charges
Charges include conspiracies to violate export controls, smuggle goods, defraud the US, and obstruct justice
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Nvidia and South Korean chip startup Rebellions discussing potential collaboration – report
Comes as chip giant denies claims it's been developing China-specific LPU
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AI lab Moonshot leases 20,000 Nvidia GPUs from Alibaba Cloud - report
Makes up a significant proportion of Moonshot's overall compute capacity for Kimi models
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Nvidia employee detained in Taiwan as part of ongoing chip smuggling investigation
Unnamed suspect questioned following searches of his home and workplace
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Supermicro's Taiwan office raided in ongoing Nvidia smuggling probe, more employees detained by prosecutors – report
Follows announcement last month that company was working with authorities to stop illegal shipments of AI servers
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Huawei predicts 60% revenue boost from sale of its AI chips in 2026
Company is forecasting $12bn worth of sales
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Three at Supermicro charged with smuggling Nvidia GPU servers into China, including company co-founder
One of the defendants is a co-founder of the server manufacturer
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Nvidia reallocates China H200 manufacturing capacity for Vera Rubin chips - report
Decision results from lack of meaningful GPU sales to Chinese customers
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China approves Nvidia H200 purchases for ByteDance, Alibaba, and Tencent - report
Government is reportedly weighing up conditions under which additional purchases will be greenlit
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US House Foreign Affairs Committee advances bill to give Congress AI chip export authority
Bipartisan legislation passed the House 42-2
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US introduces 25 percent export tariff on chips “important” to nation's technology policies
Nvidia H200 and AMD MI325X GPUs will be subject to the levy
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Nvidia H200 chips can be exported to China on 'case-by-case basis' - US government
Exports will only be permitted if sufficient supply of the GPUs exists in the US
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US House of Representatives pass bill to limit remote access to US AI chips
Meanwhile, Nvidia says upfront payments from Chinese customers purchasing H200s is not company policy
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Nvidia to require full, upfront payment from Chinese customers purchasing H200s – report
Customers in China will also not be able to cancel, reconfigure placements, or ask for refunds
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Trump allows sale of Nvidia's H200 chip to China
Chips galore
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US AI company seeking loan to purchase Nvidia chips for Chinese social media giant RedNote - report
Company calls report "factually incorrect"
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Trump says nobody “other than the United States” will have access to Nvidia’s most advanced Blackwell GPUs
Unclear what this means for Nvidia’s previously announced Blackwell deployments outside the US
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Nvidia becomes world's first $5 trillion company
Boosted by Trump comments and GTC announcements
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China’s Internet regulator tells Chinese tech companies to stop buying Nvidia AI chips – report
Companies told to cancel orders of RTX Pro 6000D GPUs
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Chinese regulator says Nvidia’s Mellanox acquisition violated antitrust law, as gov’t opens two separate chip probes
Chip-giant failed to comply with acquisition provisions, regulator rules
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Alibaba develops AI inferencing chip as exports of Nvidia H20 continue to stall - report
The China-made chip is currently being tested by the company
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Nvidia presses pause on H20 production as Chinese gov’t says chips pose a national security threat - report
Nvidia CEO Jensen Huang says he hopeful the issues will be resolved
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Nvidia developing 'B30A' Blackwell-based GPU for Chinese market - report
The chip would offer around half the compute power of Nvidia’s B300 GPU
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US authorities tracking AI chip shipments to stop them being diverted to China – report
Trackers have been attached to shipments of Dell and Supermicro servers, sources claim
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Trump originally wanted 20% cut of revenues from Chinese sales of Nvidia’s “obsolete” H20 chips
Nvidia CEO Jensen Huang met with Trump to negotiate the figure down to 15 percent
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Nvidia and AMD agree to pay US gov’t 15% of China chip sales in order to obtain export licenses - report
Deal was struck by the parties last week
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Nvidia orders 300,000 H20 chips from TSMC after Trump export reversal causes surge in demand - report
But lawmakers still unhappy with the decision to grant export licenses to China
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Huawei looks to take on Nvidia with rival ‘CloudMatrix’ AI servers
Powered by 384 of its Ascend 910C chips, Huawei’s CloudMatrix servers offer more memory and bandwidth than Nvidia’s GB200 NVL72 at the cost of considerably more power