The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between. Ask anyone what Nvidia makes, and they're likely to first say "GPUs." For decades, the chipmaker has been defined by advanced parallel computing, and the emergence of generative AI and the resulting surge in demand for GPUs has been a boon for the company . But Nvidia's recent moves signal that it's looking to lock in more customers at the less compute-intensive end of the AI market--customers who don't necessarily need the beefiest, most powerful GPUs to train AI models, but instead are looking for the most efficient ways to run agentic AI software.

We have AI data centers to power! The incremental (likely Super) update to the RTX 50 line was initially scheduled for 2026. With gaming becoming an ever-smaller part of NVIDIA's lucrative business, the company reportedly won't bother releasing new graphics cards this year. This would be the first time in three decades that the company hasn't launched new gaming chips. AI demand has driven the current memory chip shortage, throwing the consumer electronics industry out of kilter.

ByteDance, Alibaba and Tencent received permission, as well, according to Reuters. The Chinese government has given DeepSeek its approval to purchase NVIDIA's H200 AI chips, according to . ByteDance, Alibaba and Tencent have also reportedly received permission from Beijing to buy a total of 400,000 H200 GPUs. says Chinese authorities are still finalizing the conditions they're imposing on the companies to be able to proceed with their orders, so it may take a while before they're able to receive their shipments. In addition, NVIDIA CEO Jensen Huang told reporters that his company has yet to receive orders from the aforementioned firms and that he believed China is still finalizing their licenses. In December 2025, the US government allowed NVIDIA to sell its second-best H200 processors to vetted Chinese companies in addition to its H20 model in exchange for a 25 percent tariff on those sales.

Nvidia's Campaign to Sell AI Chips to China Finally Pays Off Beijing reportedly approved the sale of hundreds of thousands of Nvidia H200 chips to Chinese AI companies--the culmination of a dramatic shift in US tech policy. Jensen Huang sure seems to be having a lot of fun in China this week. The Nvidia CEO has been spotted going for a leisurely bike ride and browsing a fresh fruit stand in Shanghai, as well as enjoying beef hot pot at a humble restaurant in Shenzhen. The carefree tour is not just good optics. Huang has real reason to be feeling upbeat: His long-running lobbying campaign in Washington has, in effect, finally paid off.

Nvidia helped DeepSeek hone AI models later used by China's military China's DeepSeek received extensive technical assistance from Nvidia as a legitimate commercial partner hone artificial intelligence models that were later used by the Chinese military, it has been revealed. SAN FRANCISCO - U.S. chipmaker Nvidia helped China's DeepSeek hone artificial intelligence models that were later used by the Chinese military, the chairman of a U.S. House of Representatives committee said in a letter on Wednesday. DeepSeek shook markets early last year with a set of AI models that rivaled some of the best offerings from the United States but were developed with far less computing power, fueling concerns in Washington that China could catch up with the U.S. in AI despite U.S. restrictions on the sale of high-powered computing chips to China. In a letter to U.S. Commerce Secretary Howard Lutnick, Rep. John Moolenaar, a Michigan Republican who chairs the House Select Committee on China, said documents obtained by the committee from Nvidia showed the achievement came after extensive technical assistance from Nvidia. In a time of both misinformation and too much information, quality journalism is more crucial than ever. By subscribing, you can help us get the story right.

Since 2021, China has reportedly poured $100bn into support for AI datacentres. Since 2021, China has reportedly poured $100bn into support for AI datacentres. Beijing's AI policy is focused on real-life applications but Chinese companies are beginning to articulate their own grand visions S tanding on stage in the eastern China tech hub of Hangzhou, Alibaba's normally media-shy CEO made an attention-grabbing announcement. "The world today is witnessing the dawn of an AI-driven intelligent revolution," Eddie Wu told a developer conference in September. " Artificial general intelligence (AGI) will not only amplify human intelligence but also unlock human potential, paving the way for the arrival of artificial superintelligence (ASI)."

He Xiaopeng launches Xpeng's next-gen Iron humanoid robot during a press conference at the company's headquarters in Guangzhou on November 5, 2025. He Xiaopeng launches Xpeng's next-gen Iron humanoid robot during a press conference at the company's headquarters in Guangzhou on November 5, 2025. It was a controversy laced with pride for He Xiaopeng. In November, He, the founder and CEO of Chinese physical AI firm XPeng, had just debuted his new humanoid robot, IRON, whose balance, posture shifts, and coquettish swagger mirrored human motion with such eerie precision that a slew of netizens accused him of faking the demonstration by putting a human in a bodysuit. To silence the naysayers, He boldly cut open the robot's leg live on stage to reveal the intricate mechanical systems that allow it to adapt to uneven surfaces and maintain stability just like the human body. "At first, it made me sad," He tells TIME in his Guangzhou headquarters.

Ed Zitron on big tech, backlash, boom and bust: 'AI has taught us that people are excited to replace human beings' His blunt, brash scepticism has made the podcaster and writer something of a cult figure. But as concern over large language models builds, he's no longer the outsider he once was I f some time in an entirely possible future they come to make a movie about "how the AI bubble burst", Ed Zitron will doubtless be a main character. He's the perfect outsider figure: the eccentric loner who saw all this coming and screamed from the sidelines that the sky was falling, but nobody would listen. Just as Christian Bale portrayed Michael Burry, the investor who predicted the 2008 financial crash, in The Big Short, you can well imagine Robert Pattinson fighting Paul Mescal, say, to portray Zitron, the animated, colourfully obnoxious but doggedly detail-oriented Brit, who's become one of big tech's noisiest critics. This is not to say the AI bubble burst, necessarily, but against a tidal wave of AI boosterism, Zitron's blunt, brash scepticism has made him something of a cult figure. His tech newsletter, Where's Your Ed At, now has more than 80,000 subscribers; his weekly podcast, Better Offline, is well within the Top 20 on the tech charts; he's a regular dissenting voice in the media; and his subreddit has become a safe space for AI sceptics, including those within the tech industry itself - one user describes him as "a lighthouse in a storm of insane hypercapitalist bullshit".

PCWorld reports that Nvidia and Micron are making emotional appeals to consumers while PC users express frustration with big AI companies' practices and self-serving motives. Memory vendors predict DRAM and SSD shortages lasting until mid-2027, while new tariffs on advanced computing chips and potential Steam Machine pricing over $1,000 add to consumer concerns. The article highlights how corporations use emotional messaging to mask financial interests, advising consumers to remain skeptical of such appeals.

Apple's Siri AI will be powered by Gemini ASUS has stopped producing the RTX 5070 Ti and 5060 Ti 16GB, saying they've reached'end of life' YouTube channel Hardware Unboxed suggests neither model will return. If you have more money to spend, the RTX 5070 Ti is a performance beast. YouTube channel is reporting that NVIDIA has "effectively" discontinued the RTX 5070 Ti and 5060 Ti 16GB due to the ongoing memory crunch. In its most recent video, the channel states ASUS "explicitly" told it the RTX 5070 Ti is "currently facing a supply shortage." As a result, the company has "placed the model into end of life status," and no longer plans to produce it. The 5060 Ti 16GB "is almost done as well, with ASUS stating it no longer plans to produce that model going forward either.