Export Controls

Nvidia’s H200s are flowing to China again, at 13% of the legal limit

Article BriefKey Takeaways4 Points24s Read01The Number-ByteDance and Tencent have each received about 10,000 Nvidia H200 accelerators. US licence terms permit…

3 weeks ago

Z.ai built a gigawatt of AI compute with no Nvidia inside

Bloomberg reported on July 20 that Z.ai — the Chinese lab that used to call itself Zhipu — has switched…

2 months ago

Washington Thinks China Has ASML’s Best Machine. ASML Says It’s Impossible.

The headline that crossed on June 19 was the kind that moves a stock: US officials suspect China may have…

3 months ago