US and China Agree to AI Guardrails at Beijing Summit
Trump and Xi announced plans for a formal AI safety channel at their Beijing summit, but expert skepticism and stalled chip deals complicate the picture.
Articles Tagged "Export Controls"
Huawei Eyes $12B as Nvidia Cedes China AI Market
Bernstein projects Nvidia's China AI chip share falls from 66% to 8% in 2026 while Huawei targets $12B in revenue, with ByteDance alone committing $5.6B in Ascend 950PR orders.
China Blocks Meta's $2B Manus Deal - Founders Barred
China's NDRC ordered Meta to reverse its $2B Manus acquisition and barred the startup's founders from leaving China, ending the 'Singapore washing' strategy that let Chinese AI firms dodge Beijing oversight.
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.
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.
