Policy
1 storyUS clears Nvidia H200 chip sales to 10 Chinese firms
The approval marks a rare exception to US export restrictions on advanced semiconductors to China, granted as Nvidia CEO seeks regulatory relief. The move signals potential flexibility in enforcement of chip controls that have constrained Nvidia's China revenue.
Earnings
1 storyCapacity & Supply
1 storyAlibaba, Tencent accelerate AI capex as Chinese-made chips reach scale
Alibaba will exceed its 380 billion yuan three-year AI spending target, while Tencent's Q1 capex jumped 63% quarter-over-quarter to 31.9 billion yuan. Both companies cite homegrown silicon from Huawei and internal labs as enabling faster infrastructure deployment despite near-term earnings pressure.
23 more stories
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