BLACKWELL CHIPS
Nvidia CEO Jensen Huang and Alice Huang affair: Timeline of suspected Chinese spy scandal
The reports of Nvidia CEO Jensen Huang’s alleged involvement in a spy scandal have sent shockwaves through the tech world. President Donald Trump defends Huang as an ‘honorable guy’, whereas Nvidia’s board of directors has confirmed an independent investigation into the Jensen Huang-Alice Huang case to understand whether Huang was under the radar of Chinese spy operations. Here’s an entire timeline of how this spy drama unfolded.
How China gets the Nvidia chips it needs to develop AI
Nvidia's dominance in the global AI chip market has come under scrutiny as US export restrictions fail to fully prevent China from accessing advanced processors. Chinese firms are reportedly obtaining Nvidia chips through smuggling and overseas data centres, while domestic players such as Huawei race to develop competitive alternatives.
"He had no idea she was a spy": Trump defends Nvidia CEO Jensen Huang amid FBI probe
Reports suggest that Huang was involved with a woman suspected of being a Chinese spy. Huang has denied knowledge of her alleged intelligence ties. Nvidia's board is investigating whether Huang was a target of espionage. Shareholders have filed a lawsuit seeking more information on these national security concerns.
Moonshot AI rents Nvidia’s top AI chips in China, documents show
Documents indicate that Moonshot AI possibly accessed advanced Nvidia chips despite US export restrictions and related investigations. The servers were reportedly rented from Super Micro Computer Inc. with significant financial backing from Lingmeixin Technology Co.
Nvidia chips pile up in Hong Kong as China withholds import approval
About 600,000 of Nvidia's advanced artificial intelligence chips are stored in Hong Kong awaiting shipment to mainland China, two people familiar with the matter said, as Beijing withholds approval for large-scale imports despite demand from technology firms.
ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders
US-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the orders because demand from Chinese technology companies far exceeds planned production, the two sources and a third person familiar with the matter said. They requested anonymity because they are not authorised to speak to the media.
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As India buys more AI chips, the real test is to keep them running
Industry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on their investments.
AI cloud unicorn Neysa eyes 2027-end IPO, plans new Nvidia, AMD chips and own data centres
Cofounder and CEO Sharad Sanghi told ET AI the firm is seeing demand from Indian customers and global companies looking to use India as a computing base with BFSI clients leading enterprise demand.
Scaleway to build AMD-powered AI supercomputer in Sweden
Scaleway is embarking on an ambitious project to build an AI supercomputer in Sweden, which will significantly bolster the European AI infrastructure landscape. The supercomputer will feature AMD Instinct MI355X chips, tailored for advanced AI functionalities. Sweden was chosen for its sustainable energy resources and burgeoning AI industry, and the assembly will be carried out by the French company Bull, showcasing the collaborative efforts in Europe's tech ecosystem.
DigiLocker seeks private partners, Slurrp Farm's fundraise plans
DigiLocker is set to bring more institutions onto its platform with the help of private AI integrators. This and more in today’s ETtech Top 5.
Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports
Amazon is seeking to offload about $8 billion of advanced Nvidia chips to investors through a new vehicle to strengthen its balance sheet, the Financial Times reported on Friday, citing people familiar with the matter.
IPO-bound Yotta plots $12 billion next-gen Nvidia chip order
The Hiranandani Group’s data centre arm has already deployed 40,000 graphics processing units (GPUs) at an investment of $1.8 billion by June. Combined with the proposed $12 billion order for the premium enterprise artificial intelligence hardware, Yotta would become Nvidia’s largest customer in India, he said.
DeepSeek plans big Huawei AI chip order to power new data centre
The startup doesn’t currently plan to use the 950DT chips for training, one of the people said, even though Huawei designed and marketed these processors to serve that more demanding function. While DeepSeek tried to train its previous models on Huawei chips, it has so far relied on Nvidia accelerators for this crucial step.
Nvidia sets October launch for RTX Spark AI PCs
Lenovo and Acer will launch new Windows PCs powered by Nvidia's RTX Spark chip in October. These systems integrate Blackwell graphics and Grace central processors for enhanced AI capabilities. Tech companies are pushing for on-device AI to reduce cloud service costs and improve privacy. This move aims to bring advanced AI processing directly to laptops and desktop computers.
AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chips
AM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre network. The company plans to deploy 200MW over the next 18 months, backed by $3 billion in debt and equity funding, targeting global AI customers and model training workloads.
Nvidia faces growth test as Rubin debut meets AI financing scrutiny
The chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure as the company has pumped billions of dollars back into the AI ecosystem, stoking fears about its role in so-called circular deals that could artificially inflate demand and distort broader economic signals.
Nvidia customers notified about AI-related price hikes above 15%: Bloomberg
The price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin and Grace Blackwell chips, Bloomberg said, citing people familiar with the process. The increases will depend on Nvidia's chip generation and memory configurations, according to the report.
Nvidia sales opportunity for Blackwell, Rubin chips more than $1 trillion by 2027
Blackwell and Rubin are Nvidia's flagship AI chips and capable of building the large language models that underpin chatbots such as OpenAI's ChatGPT.
Nvidia CEO Huang sees strong demand for Blackwell chips
Nvidia CEO Jensen Huang said on Saturday the semiconductor giant's business was growing strongly and it was experiencing "very strong demand" for its state-of-the-art Blackwell chips.
Trump says we don't give Nvidia's advanced Blackwell AI chip to others
US President Donald Trump said on Sunday the United States doesn't give Nvidia's advanced AI chip, known as the Blackwell, "to other people," adding that he meets with Nvidia CEO Jensen Huang regularly. The remarks suggest Trump may impose tighter restrictions around cutting-edge American AI chips than US officials previously had indicated, with China and potentially the rest of the world barred from accessing the most sophisticated semiconductors.
Despite expectations, Trump did not discuss Nvidia's Blackwell chip with Xi
US President Donald Trump clarified that he did not discuss Nvidia’s advanced Blackwell AI chip with Chinese President Xi Jinping, contradicting earlier remarks. His comments dampened Nvidia’s hopes of gaining approval to sell a limited version of the chip in China amid ongoing technology and trade tensions between the nations.
Trump, Nvidia talks to allow advanced AI chip sales in China will take time, CEO says
When asked about White House talks on Blackwell chip sales to China in a Fox Business Network interview with "The Claman Countdown," Huang said the discussions had started.
Morgan Stanley just boosted Nvidia’s target — Here’s why Blackwell chips are game-changers
Nvidia stock price target 2025: Wall Street's confidence in Nvidia surges as Morgan Stanley raises its price target to $200, driven by exceptional demand for Blackwell GPUs. Enterprise and cloud giants are rapidly adopting these chips, leading to supply outpacing demand. Blackwell's superior performance, a 40x jump over Hopper, fuels this adoption, potentially representing 80% of Nvidia's high-end GPU shipments.
Nvidia's biggest customers delaying orders of latest AI racks: report
The first shipments of racks with Blackwell chips have been overheating and exhibiting glitches in the way chips connect to one another, the Information reported.
What are Nvidia's Blackwell chips that all companies are desperate to get? Here's the breakdown for you
Nvidia is currently on a roll with its AI GPU chips, that is sending its stock prices skyrocketing. But, it is now time for the Jensen Huang-led company to rollout its latest Blackwell chips, that are expected to revolutionize the chipmaking industry.
Nvidia's design flaw with Blackwell AI chips now fixed, CEO says
Nvidia unveiled Blackwell chips in March and had earlier said they would ship in the second quarter but were delayed, potentially affecting customers such as Meta Platforms, Alphabet's, Google and Microsoft. "We had a design flaw in Blackwell," Huang said. "It was functional, but the design flaw caused the yield to be low. It was 100% Nvidia's fault."
Blackwell chip is the rockstar for Nvidia, AI titan to grow into a $10 trillion company
Nvidia is currently on the right track to hit the $10 trillion valuation, according to an analyst, and Blackwell could well easily be the trump card for the same. Blackwell is a next-generation AI chip, that is a major contributing factor to Nvidia's soaring valuation, suggest experts.
Delay to Nvidia's new AI chip could affect Microsoft, Google, Meta: report
Nvidia's new AI chips might face a three-month launch delay due to design flaws, affecting major customers like Meta, Google, and Microsoft. The Blackwell chip series, which follows the Grace Hopper Superchip, was introduced in March. Nvidia assured that the production schedule for the latter half of the year remains on track despite the reports.
Nvidia unveils powerful Blackwell Chip: All you need to know
Jensen Huang introduced the Blackwell chip for trillion-parameter AI models, with partnerships from tech giants like Google and Microsoft. The chip powers India's Shakti Cloud and boasts impressive performance metrics compared to its predecessor.
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