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Trump approved Nvidia's sale of high-end chips (H200) to China, but Chinese companies (Alibaba, Tencent, etc.) obtained purchase permits while the US Trade Representative explicitly stated that export controls are not part of negotiations. Nvidia has essentially ceded the Chinese AI chip market to Huawei. This marks the substantial impact of US chip embargoes on AI computing supply chains.
Huawei introduces ArkTS, a next-generation development language built on TypeScript with mandatory static types and optimizations for HarmonyOS, aiming to improve performance, security, and developer experience for mobile app development.
This paper introduces InterRS, a method for real-time speech generation that interleaves reasoning steps during natural pauses in speech, achieving better performance on math and logic benchmarks while maintaining fluent and instant responses.
According to the Financial Times, NVIDIA's RTX 5090D V2 chip has been added to the Chinese customs prohibited items list. This move is believed to support Huawei's chip development but may lead to a shortage of high-end graphics cards for gamers.
NVIDIA CEO Jensen Huang made a last-minute trip to Beijing, interacting with locals and picking up Huawei's tri-fold Mate XT phone at an NVIDIA event.
NVIDIA CEO Jensen Huang tries out Huawei's tri-fold phone in Beijing, a humorous moment highlighting cultural differences between the US and China.
The article summarizes the current state of the AI data industry, pointing out that the data industry is not yet mature. Anthropic and OpenAI spend over $10 million on a single environment, while Chinese AI labs tend to build rather than buy. In addition, many labs have access to Huawei chips but still crave more Nvidia chips.
Andrew Ng's newsletter covers recent AI developments including attacks on data centers, the release of Qwen3.5 in various sizes, DeepSeek's collaboration with Huawei, and Apple's multimodal tokenizer, alongside reflections on AI-driven job uncertainty and geopolitical risks.