Faced with stringent U.S. export restrictions, Chinese technology giants are shifting their AI development strategies away from dependence on NVIDIA. In response, these companies are ramping up domestic innovation, forming strategic alliances, and exploring new chip solutions to remain competitive in the global AI race.

NVIDIA and AMD are set to release customized AI chips for China, aligning with U.S. export restrictions while maintaining their presence in a key global market.

US stock futures remained flat today as investors await Nvidia’s quarterly earnings report. The chipmaker's performance is seen as a key indicator of tech sector momentum, particularly in the booming AI space.

Qualcomm is teaming up with Nvidia to integrate GPU technology into its upcoming data center processors, promising enhanced speed, performance, and energy efficiency for next-gen computing applications.

Computex 2025, one of the world's most influential tech trade shows, is scheduled to begin on May 20 in Taipei. With participation from global tech giants, this year’s event is expected to spotlight cutting-edge innovations in AI, semiconductor technology, smart mobility, and next-gen consumer electronics.

Semiconductor giant AMD has announced that U.S. export restrictions on high-performance chips could lead to a revenue shortfall of up to $1.5 billion in 2025, raising concerns across the tech industry over tightening regulations and global supply chain disruptions.

Nvidia has introduced the Blackwell Ultra GB300 AI chip, its most powerful AI accelerator to date. Designed to deliver unprecedented performance in machine learning and generative AI applications, the GB300 sets a new benchmark in processing power, energy efficiency, and scalability.

Huawei Technologies has introduced its most advanced artificial intelligence processor to date, the Ascend 910D, aiming to rival Nvidia's high-end AI chips like the H100. The chip is set to undergo testing with Chinese tech firms, with sample shipments expected by late May 2025. This development comes amid escalating U.S.-China trade tensions and export restrictions on advanced semiconductor technologies.​