The U.S. is allowing Nvidia to sell its higher-end H200 AI chips to approved customers in China, but with a 25% export tariff. This move creates a new, complex middle ground in the ongoing tech restrictions.
President Trump gave Nvidia a conditional green light to sell its H200 AI chips to China, but the deal is far from done. Analysts see a massive revenue opportunity, but political and commercial obstacles could still derail the entire arrangement.
The US government has given Nvidia the green light to ship its H200 AI accelerators to China. However, analysts question if Chinese tech companies, now focused on building a domestic AI chip ecosystem, will generate significant demand for these US-made chips.
In a major step for India’s tech ambitions, Tata Group and Intel have announced a strategic partnership. They will explore manufacturing Intel chips locally and scaling AI PC solutions for the Indian market.
Navitas Semiconductor and Cyient have formed a strategic, long-term partnership to accelerate gallium nitride (GaN) adoption in India. The alliance aims to co-develop products and build a local supply chain for high-power markets like AI data centers and electric mobility. This move directly support
New Vulkan-based AI inferencing tests pit Intel’s latest Battlemage architecture against the competition. The results show a landscape in flux, with driver maturity playing a huge role. It’s a fascinating look at the new three-horse race in consumer GPU compute.
The market for packaging data center AI chips is projected to grow at over 40% annually through 2030. While GPU packaging will dominate revenue, the massive investment required poses a major risk to this forecast.
Intel’s VTune Profiler update for version 2025.07 now lists support for the “BMG-G31” GPU. This is the long-rumored, larger Battlemage chip that was thought to be canceled. Its appearance in public patch notes is the strongest evidence yet it’s coming to market.
Analysts say Apple is close to a deal with Intel to have them manufacture a portion of its chips. This would start with low-end Mac/iPad chips in mid-2027 and some iPhone chips by 2028, using Intel’s advanced 18A process.
Early Geekbench results for the unannounced AMD Ryzen 7 9850X3D have surfaced. The chip shows a clock speed boost but its multi-core score is surprisingly lower than the current model. This highlights the pitfalls of taking pre-release benchmarks at face value.
