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报道称特朗普在获悉中国间谍Alice Huang接近Nvidia CEO黄仁勋的情报后选择不作为，部分原因是为了保护Nvidia股价及美中贸易休战。该嫌疑人被指利用Megaspeed高管身份向中国输送芯片与AI政策情报。
U.S. intelligence investigated whether Alice Huang, a top executive of Singapore AI cloud firm Megaspeed, was a Chinese spy who cultivated close ties with Nvidia CEO Jensen Huang to gather information on Nvidia's plans and China export lobbying. Nvidia denied any improper disclosures, saying the CEO's interactions were ordinary customer meetings.
Miles Brundage comments on the lack of legislators who prioritize frontier AI security as their top issue, in response to claims that Anthropic downplayed a Slack workspace breach that allegedly exposed research secrets.
Epoch AI launched the AI Chip Imports explorer, estimating how much AI compute (in H100-equivalents) has arrived in each country since 2022, finding the US received 72% of global AI compute while China lags at 10% despite producing more chips.
The article discusses why NVIDIA RTX 5090 GPUs have surged in price to around $10,000, likely driven by export restrictions and AI demand.
DeepSeek and MiniMax have completed registration under China's new temporary AI export regulations, clearing them to continue open-sourcing model weights and pursuing international partnerships with formal regulatory approval.
Samsung is converting its Xi'an NAND plant to 286-layer V9 chips under the "Monami" project, while SK Hynix seeks to upgrade its Dalian facility to 240+ layers, both reportedly in consultation with US export authorities despite Commerce Department restrictions on capacity and technology upgrades.
文章解读了中国拟出台的AI出口管制措施：现有模型权重和API调用不受影响，但未来的前沿级模型可能面临许可和延迟出口，评论截止日期为2026年11月15日，建议不必恐慌。
中国商务部与科技部发布《禁止出口限制出口技术目录》修订草案，拟新增40项技术，其中23项与AI相关（涵盖大模型、智能体、算力集群等）；已开源或公开发表的技术可豁免，API/SaaS访问一般不视为技术出口，但未发布的模型权重出境可能需注册或审批。
Ting-Wei 'Willy' Sun, a former contractor charged alongside Super Micro co-founder Yih-Shyan Liaw, pleaded guilty to conspiring to smuggle about $2.5bn of AI servers powered by Nvidia chips to China in violation of US export controls.
A post details the booming underground GPU repair industry in Shenzhen, where technicians service banned NVIDIA H100/A100 cards, alongside reports that China's H20 demand far outstrips NVIDIA's inventory amid ongoing US export restrictions.
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.
The US arrested Earthmade Computer CEO Greg Lui for allegedly smuggling over $300 million in export-controlled Nvidia A100 and H100 GPU servers into China through Malaysia and Singapore, part of a broader pattern of Nvidia-related chip-smuggling cases.
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.