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EXPLAINED: 63 | Vintage Vibes

Trump set to allow Nvidia H200 chips to be exported to China

Nvidia can do some business with China via H200 exports, but Blackwell and Rubin are still banned.

TechRadar

Semiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once

A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes.

Tom’s Hardware

The fastest gaming CPU could get a supercharged version soon, as new AMD Ryzen 9850X3D leak pops up

AMD Ryzen 9850X3D leak suggests refresh is imminent, and that'd be good news in more ways than one.

TechRadar

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Trump approves Nvidia H200 exports to China, with 25% fee attached — report suggests that companies will have to follow strict Beijing rules to import foreign chip, AMD and Intel to benefit from policy shift

The U.S. will allow Nvidia to export its H200 data center accelerators to “approved customers” in China, President Donald Trump announced on Monday.

Tom’s Hardware

Chinese vendor unveils 256GB of RAM that costs more than an MSRP RTX 5090 — Asgard's DDR5-6000 retails at an eye-watering $2,400, but is more affordable than some mainstream alternatives

Chinese memory vendor Asgard launches 256GB and 192GB DDR5 memory kits for $1,200 and $2,400, respectively.

Tom’s Hardware

President Trump gives Nvidia green light to sell H200 chips to China

The US government said the approval, which comes in exchange for a 25% surcharge, would also be available to other chipmakers like Intel and AMD.

Euronews

Nvidia Cleared to Sell H200 Chips to China, Resetting AI Power Dynamics

In a major trade policy shift, President Donald Trump announced the removal of export controls on Nvidia's H200 chips for 'approved customers' in China, reversing a key restriction.

International Business Times UK

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Nvidia, AMD, Wave Life Sciences, Toll Brothers And Carvana: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indexes closed lower on Monday, with the Dow slipping 0.45% to 47,739.32, the SP 500 easing 0.35% to 6,846.51, and the Nasdaq edging down 0.1% to 23,545.90.

Benzinga

Trump to allow certain Nvidia chip sales to China for 25% U.S. cut

The Trump administration plans to lift the blockade on exports of Nvidia's H200 chips to China.

Axios

The PC Gamer gift guide: Our favorite hardware

We've tested every single one of these, so we know that this list will make your holiday shopping a lot easier.

PC Gamer

AMD's B650 chipset isn't going anywhere, according to a new rumor — rising memory costs and softening DIY demand mean the transition to B850 may take longer than expected

AMD is apparently no longer telling vendors to stop B650 production in favor of B850 (and B840) due to the current component crisis. Skyrocketing DDR5 prices have caused a steep decline in new motherboard sales, which has reportedly influenced the Red Team to continute to make and sell B650 boards…

Tom’s Hardware

Valve is "trying to unblock" HDMI 2.1 implementation in its Steam Machine — What exactly is standing in the way of the latest standard?

Valve's upcoming Steam Machine is listed as using HDMI 2.0 instead of HDMI 2.1, and some new info has now come out explaining some of the difficulties Valve engineers have had while developing for Linux-based hardware.

Windows Central

The anime-themed Starforge Systems Frieren PC might be one of the prettiest systems I've ever seen - and the performance is almost as powerful as the elf mage herself

It might not last as long as an ageless magical elf, but the Starforge Frieren PC is nonetheless a future-proof powerhouse system with a truly excellent design for fans of the series.

TechRadar

This Top Chip Stock Could Also Be the Best Way to Play a New Trump Robotics Rally

America’s robotics race is heating up under the Trump administration, and AMD might be the cleanest way to get in early.

Barchart

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Tom’s Hardware

Ryzen 7 9850X3D edges past Ryzen 7 9800X3D in PassMark benchmark — upcoming X3D chip shows up to 4.7% higher performance

A new PassMark entry has surfaced for AMD’s unreleased Ryzen 7 9850X3D, giving the first look at how the chip compares against the current 9800X3D.

Tom’s Guide

I’ve tested a lot of mini PCs, but I’ve finally found one with all the ports and power I need

The Geekom A9 Max is a truly powerful mini PC that you can upgrade to your heart’s content with practically all the ports you could ever need.

Barchart

AMD Is Getting Ready to Launch Helios. Wall Street Thinks You Should Buy AMD Stock First.

TD Cowen is bullish on AMD ahead of its 2026 launch of Helios.

Tom’s Hardware

AMD CEO Lisa Su 'emphatically' rejects talk of an AI bubble — says claims are 'somewhat overstated'

AMD CEO Lisa Su used her appearance at WIRED’s Big Interview conference in San Francisco to push back against growing speculation that the AI sector is overheating.

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PC Gamer

AMD's Lisa Su doesn't believe there's an AI bubble: 'Emphatically, from my perspective, no'

Bound to burst?

Tom’s Guide

It is now cheaper to buy a pre-built gaming PC than building one yourself — this RAM price crisis is only going to get worse from here

Pre-built gaming PCs are now cheaper than buying the parts, and the RAM price crisis is only going to make things worse. Here's what I found out in my investigation.

Tom’s Hardware

Senators lobby for SAFE Chips Act, which would curb leading-edge AI chip exports to China — proposed bill would restrict AMD and Nvidia to H20/MI308-class accelerator sales until 2028

The SAFE Chips Act proposed by a bipartisan group aims to lock current export rules into law, preventing AMD and Nvidia from selling any AI accelerators based on the latest architectures to China for the next 30 months and forcing companies to compete with H20 and MI308 against China's latest…

Benzinga

US Lawmakers Push Bill To Stop Trump From Easing China's Access To Next-Gen Nvidia, AMD AI Chips

U.S. lawmakers introduced legislation Thursday aimed at blocking the Trump administration from granting China broader access to advanced artificial intelligence chips.

Benzinga

'China's Nvidia' Moore Threads Shares Surge Over 500% In Blockbuster Shanghai IPO

Shares of chipmaker Moore Threads Technology, dubbed China’s Nvidia (NASDAQ:NVDA), rose as much as 502% as it debuted in Shanghai on Friday.

Benzinga

Lisa Su Says AMD Will Pay Trump's 15% Fee To Resume China AI Chip Sales Despite Beijing's Partial Block On Foreign Silicon

On Thursday, Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su said that the company is prepared to restart shipments of its MI308 artificial intelligence chips to China after securing U.S. export licenses.

TechRadar

The AI race explodes as HPE deploys AMD’s Helios racks, crushing limits with Venice CPUs and insane GPU density

HPE adopts AMD Helios AI racks with 72 GPUs and Venice CPUs, aiming for exascale workloads while testing Ethernet scale-up.

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