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Micro Center reportedly now requires RTX 5090 buyers to sign a purchaser declaration form including a 'no export' pledge and ID verification, in an effort to curb GPU sales to banned regions like China, though analysts doubt it will stop black-market smuggling.
FT报道腾讯与Oracle签署5年期AI芯片租约,约10万颗先进AI芯片、价值约70亿美元,部署在东南亚的Oracle数据中心且无法进入中国,凸显美国出口管制只约束物理芯片流向而非算力租赁。
Experts express concern over Nvidia's potential increased AI chip sales to China amid trade tensions, and the growing influence of CEO Jensen Huang on President Trump's AI policies.
CXMT claims its fifth-generation DRAM technology matches industry leaders Samsung and Micron, entering mass production while navigating US export controls.
DeepSeek expects Huawei to deliver chips for training its frontier models by Q4, with Liang Wenfeng emphasizing the necessity of this move, which could reduce China's dependency on US technology amid export controls.
China's new border-control regulations aim to prevent capital and talent flight by giving authorities legal power to block departures for national security reasons, particularly affecting technology professionals and wealthy households.
Z.AI confirms GLM-5.3 Flash runs on Chinese hardware, indicating progress in Chinese AI capabilities while highlighting persistent gaps in semiconductor manufacturing compared to Western competitors.
Nvidia's earnings guidance of $108 billion for Q3 excludes revenue from China due to export controls, highlighting a shift towards domestic AI chip production in China and a split in the global AI market.
AMD reports record Q2 2026 revenue of $11.5 billion, driven by explosive data center growth for AI infrastructure, while its gaming segment declines sharply due to high component costs and market challenges.
Taiwan has indicted nine people, including an Nvidia senior manager and Supermicro employees, for allegedly smuggling high-end AI servers to China in violation of US export controls, following a US probe into similar activities.
China's development of domestic AI chips in response to US restrictions could either slow its progress or accelerate its independence from foreign hardware like Nvidia.
Ukraine discovered an Nvidia Jetson Orin NX module in a downed Russian cruise missile, exposing a regulatory gap as consumer-grade edge AI hardware remains uncovered by export controls.
A developer shares his experience of being denied access to Apple's App Store Connect due to a mistaken match with a non-existent person on the U.S. government's restricted-party list, highlighting issues with automated sanctions screening.
Simon Willison quotes the Claude Opus 5 system prompt, which instructs the model to accurately and matter-of-factly address the temporary suspension of Claude Fable 5 and Claude Mythos 5 due to US export controls and their subsequent reinstatement.
A post about China-US export controls on tech products, noting that both sanctions and counter-sanctions restrict Chinese goods exports, and citing news such as the US plan to ban Chinese optical modules and China's retaliatory drone export controls.
An essay comparing today's AI model weight export controls to the 1990s crypto wars, citing OpenAI's containment breach and the use of Chinese open-weight models by defenders, arguing restrictions harm security.
A WIRED article profiles the key officials shaping the Trump administration's AI policy, highlighting internal divisions over how to regulate Chinese open-weight AI models and the influence of Commerce Secretary Howard Lutnick and others.
NVIDIA CEO Jensen Huang highlights the critical role of Chinese researchers in global AI and argues that US decoupling from China is flawed, citing deep interdependence.
Chinese factories are repurposing consumer RTX 5090 GPUs into 128GB server cards as a workaround to export controls on dedicated AI chips, creating a grey-market competitor to official enterprise offerings.
Facing US export controls, Chinese AI startup DeepSeek is developing its own inference chips to reduce reliance on both Nvidia and Huawei, joining a trend of AI companies designing custom silicon.