Nvidia and AMD will soon begin selling new GPUs made for AI workloads in China to comply with US chip export restrictions.

The report called the “Made in China 2025” plan, which increased the country’s share of industries like drones and electric vehicles, “far-reaching and harmful”. Such grievances help explain why President Donald Trump hit China with punishing tariffs in April.

One of the biggest stories this week in the HPC-AI world involves — surprise! — NVIDIA. Actually, make that two of the biggest stories. One is NVIDIA’s stellar quarterly earnings announcement in the face of concerns in recent months about disruption of chip exports of GPUs to China.

DeepSeek’s R1 model gets an update with major improvements in reasoning and output, signaling China’s growing influence in the global AI race.

Tucked into its quarterly filing, Nvidia for the first time said restrictions on the use of open-source AI models from China could hurt its business.

China on Thursday announced a plan to establish an artificial intelligence (AI) application cooperation center together with member states of the Shanghai Cooperation Organization (SCO) and pledged to ramp up cooperation in providing open-source services among them in order to deepen technology integration.

DeepSeek has launched its upgraded R1 model, claiming it matches the performance of ChatGPT's o3 and Gemini Pro.

While the United States is busy forging alliances and striking high-profile artificial intelligence deals, China is quietly making calculated progress of its own.

Unlike the more closed and proprietary model prevalent in the U.S., China’s approach leverages state support and open-source infrastructure to accelerate collective progress.

Friction between Beijing and Washington is growing as the Trump administration cracks down on visas for Chinese students and access to advanced computer chips.

Mindsets impede AI disruption, Nvidia earnings shatter records and expectations, why China might not want to win the AI race.