
Nvidia CEO admits affair amid claims partner is a Chinese spy
Huang canceled speaking events, Nvidia’s board opened an investigation, and shares fell more than 5%.
34 stories, newest first · one card per story

Huang canceled speaking events, Nvidia’s board opened an investigation, and shares fell more than 5%.

ChinaTalk names at least nine US firms and about $500 million in sales; export controls largely miss these environments.
The non-binding Pall Mall rules ask vendors to vet customers and halt sales when misuse is a credible risk.

A quantum-primacy commission says China's factories and supply chains could erode US research and investment strengths.
Unloaded-cell simulations cut 99.9th-percentile RTT spread to 2.60 ms and reject every 300 km fiber-relay round.

Smugglers route HBM with below-threshold processors via Hong Kong; a broker says HBM3E now costs about $4,000 a unit.

Anonymous sources told the Times that a Megaspeed executive close to Jensen Huang may have sought Nvidia plans and China export policy.

The filing says Commerce restricted Mythos 5 and Fable 5 and that the FTC demanded safety and privacy information this month.

A Foreign Affairs essay argues debt, minerals, chips and a Taiwan risk constrain the US-China AI race.

Nvidia spent $2.2 million, Anthropic $2.1 million, and OpenAI $1.5 million from July through September.

The order also covers other vendors' software built on DeepSeek models and bars future federal purchases.

Homeland Security told civilian agencies to remove DeepSeek products and stop procuring them, citing China-based servers.

The commerce proposal is not law, and DeepSeek also published DeepInfer, the inference stack it uses to serve tokens.

A reported third scenario has one lab withhold compute from rivals; Altman raised it only for completeness.

The DHS order also covers third-party products built with DeepSeek technology, with exceptions available on request.

China drafted export controls on 23 AI technologies, including frontier models above set compute and size thresholds.

The US arrested Earthmade CEO Greg Lui for allegedly smuggling over $300 million in Nvidia AI chips to China.
Greg Lui was charged with allegedly smuggling roughly $300 million in Nvidia AI GPUs to China.

U.S. prosecutors arrested Earthmade owner Greg Lui for allegedly exporting over $300 million in restricted GPU servers to China.

U.S. authorities arrested Earthmade owner Greg Lui for allegedly smuggling over $300 million in restricted GPU servers to China.

China may let ByteDance and Alibaba buy Nvidia RTX Pro 5500 chips as Huang's sway over Trump grows.

The US and China agreed to create an AI incident channel and continue military and trade talks.

The White House told OpenAI and Anthropic to let U.S. agencies review models before UK testers see them.

US proposal for US-China AI safety alert channel lacks technical experts, and China hasn't endorsed it ahead of Trump-Xi talks.
Today 1.5K readers · 2.4K views · 753 reads · all time 189K views