US AI Labs Share Intel to Stop Chinese Model Theft
OpenAI, Anthropic, Google, and Microsoft are now sharing attack detection data through the Frontier Model Forum to collectively block Chinese adversarial distillation campaigns.
Export controls
NeurIPS Bans Sanctioned Chinese Labs - CCF Calls Boycott
NeurIPS enforces US sanctions compliance for the first time in its history, barring researchers from Huawei, SenseTime, and other SDN-listed firms, prompting China's Computer Federation to urge a full boycott.
USCC: China's Open-Source AI Now Runs 80% of US Startups
A new USCC report finds Chinese open-source models now dominate US AI startup stacks, with Qwen surpassing Llama in global downloads and Chinese models taking 41% of all Hugging Face downloads.
Supermicro SVP Charged in $2.5B Nvidia Chip Scheme
Federal prosecutors indicted Supermicro's co-founder and SVP along with two associates for smuggling $2.5 billion in Nvidia AI accelerator servers to China using fake hardware and stripped serial numbers.
NVIDIA Fires Up H200 for China After 10-Month Wait
Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
Tencent Plans to Double AI Investment to $5B in 2026
Tencent's 2025 results beat estimates, with the company spending $2.6B on AI last year and planning to at least double that in 2026 despite ongoing GPU supply constraints from US export controls.
China Unveils $70B AI and Chip Subsidy to Counter US Controls
China announced up to $70 billion in semiconductor and AI subsidies during the Two Sessions - one of the largest government chip programs in history, aimed at full self-sufficiency as US export controls tighten.
US Drafts Rules Requiring Permits for All AI Chip Exports
The Commerce Department has drafted regulations requiring government approval for all AI chip exports worldwide - not just to China - giving Washington unprecedented gatekeeper power over global AI development.
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.
Cambricon MLU590 - China's Inference Accelerator
Full specs and analysis of the Cambricon MLU590 - 192GB HBM2e, ~2,400 GB/s bandwidth, TSMC 7nm, and what it means for AI inference outside the NVIDIA ecosystem.
Huawei Ascend 910C
Huawei Ascend 910C specs, benchmarks, and performance analysis. 96GB HBM2e, ~1,800 GB/s bandwidth, ~800 TFLOPS FP16 - China's flagship AI chip under US sanctions.
DeepSeek Trained Its Next Model on Banned Nvidia Blackwell Chips - Washington Wants Answers
A senior Trump administration official confirms DeepSeek trained its upcoming AI model on Nvidia's most advanced Blackwell chips at an Inner Mongolia data center, despite US export controls banning the hardware from reaching China.
