News Articles

US Weighs 75K-Chip Cap on Nvidia H200 Sales to China

US Weighs 75K-Chip Cap on Nvidia H200 Sales to China

The Trump administration is considering limiting Chinese companies to 75,000 Nvidia H200 GPUs each - less than half what Alibaba and ByteDance want - while zero chips have shipped despite months of export approvals.

Gemini 3.1 Pro Tops Benchmarks but Developers Can't Rely on It

Gemini 3.1 Pro Tops Benchmarks but Developers Can't Rely on It

Gemini 3.1 Pro leads ARC-AGI-2, LiveCodeBench, and 11 other benchmarks with 750 million users and 21.5% market share - but developers report stalled responses, leaked thinking tokens, and API outages that make it unusable for production coding and agent workflows.

Cursor Hits $2B ARR in Record Time - at What Cost

Cursor Hits $2B ARR in Record Time - at What Cost

Cursor doubled its annualized revenue to $2 billion in just three months, making it the fastest-growing SaaS company in history. But its dependence on model providers raises hard questions about margins and survival.