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FOUND: 17 - What They Never Told You

NVIDIA Corp (NASDAQ:NVDA) shares are trading lower Friday following reports of DeepSeek shifting to Huawei AI chips and Alibaba Group Holding Ltd – ADR (NYSE:BABA) unveiling a new AI chip.

Benzinga

China Doesn't Need Nvidia Anymore: Alibaba's New Chip Is A Challenge To Washington

Alibaba Group Holding Ltd (NYSE:BABA) (NYSE:BABAF) has just raised the stakes in the U.S.–China tech rivalry. The Chinese e-commerce and cloud giant has unveiled a new AI chip designed to reduce reliance on Nvidia, Washington's favorite export-turned-bargaining chip.

Benzinga

Huawei's onto its second tri-fold phone before Samsung has even launched its first

Huawei has teased the second generation of its tri-folding phone, whilst also opening up pre-orders for the device in China

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Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

Trump's First-Term Ban On EUV Tools Stalled Huawei, SMIC, Cambricon — Now China's Chip Factories Are Roaring Back, Warns David Sacks

White House-appointed “Crypto Czar” David Sacks warned Wednesday that Chinese semiconductor manufacturers are surging back despite previous export controls, citing new production data showing China’s chipmakers planning to triple artificial intelligence processor output.

Benzinga

China could move away from Nvidia AI chips quicker than expected after brash 'addiction' comments from US Commerce Secretary

Political comments triggered China’s Nvidia clampdown, highlighting fragile diplomacy, rising domestic chip promotion, and the rapid acceleration of global decoupling.

TechRadar

Huawei to open-source its UB-Mesh data center-scale interconnect soon, details technical aspects — one interconnect to rule them all is designed to replace everything from PCIe to TCP/IP

Huawei unveiled UB-Mesh at Hot Chips 2025 as an open protocol to unify AI datacenter interconnects, enabling million-processor SuperNodes with lower latency, cost, and higher reliability.

Tom’s Hardware

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Nvidia Faces Growing Threat As China Accelerates Chipmaking Push

Nvidia (NASDAQ:NVDA) faces mounting pressure in China as Beijing accelerates domestic chip production, with Huawei, SMIC, and AI startups ramping capacity and optimizing systems around local hardware, threatening a market that once accounted for more than 13% of the U.S. chipmaker's revenue.

Benzinga

Is the Trifold Phone a Fold Too Far?

Discover Huawei's new Mate XT trifold phone – a cutting-edge design with three screens and powerful specs, but is this innovation a step too far for smartphone users?

International Business Times UK

How Nvidia's chips became central to the U.S.-China trade war

When Nvidia CEO Jensen Huang revealed Friday that the company is working with the Trump administration on a new computer chip designed for sale to China, it marked the latest chapter in a long-running debate over how the U.S. should compete with China’s technological ambitions

The Independent UK

Nvidia responds to reports that its H20 GPU for China is ending production — next-gen B30A green light "up to the United States government," according to CEO Jensen Huang

A new report claims that Nvidia might be winding down production of the China-only HGX H20 AI chip following claims that the chips is "unsafe" according to China's CAC.

Tom’s Hardware

Nvidia's China Trouble Could Slash Billions From Revenue, Analysts Warn

Nvidia Corp. (NASDAQ:NVDA) shares slipped on Friday after reports surfaced that the company has halted work on its H20 artificial intelligence chip for China, just as domestic rival DeepSeek unveiled a new model optimized for local processors.

Benzinga

DeepSeek's New AI Model Sparks Rally In Chinese Tech And EV Stocks As Nvidia Retreats

Chinese tech and EV stocks surged Friday after AI startup DeepSeek unveiled its upgraded V3.1 AI model designed to run on domestic chips, igniting optimism around Beijing’s drive for AI independence just as Nvidia (NASDAQ:NVDA) halted production of its China-only H20 chip.

Benzinga

DeepSeek Unveils Upgrade Of Flagship AI Model With Support For Chinese Chips As Beijing Races To Cut Reliance On Nvidia, US Tech

On Thursday, Chinese AI startup DeepSeek released an upgraded version of its flagship V3 model, touting support for domestic chips as China accelerates efforts to reduce dependence on U.S. companies like Nvidia Corporation (NASDAQ:NVDA).

Benzinga

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Euronews

US lawmakers urge investigation into Spain's deal with Huawei amid national security concerns

American lawmakers accused Spain of putting US national security at risk by contracting Chinese tech giant Huawei to handle sensitive data.

Tom’s Hardware

Huawei's Kirin 9020 integrates 5G modem, China-made 5G FEM — chip symbolizes resilience to U.S. sanctions

Despite U.S. sanctions, Huawei's Kirin 9020 is built by SMIC on a 7nm-class process and integrates a fully in-house 5G modem supported by a domestic FEM.

Windows Central

"I'm worried about China" — OpenAI's Sam Altman doesn't believe export controls will slow foreign progress in AI supremacy war

In an interview with CNBC, OpenAI CEO Sam Altman stated that he doesn't believe export controls will work to curb China's AI progress, and that the US is underestimating its power.

Benzinga

China Doesn't Need Nvidia? Futurum CEO Calls That 'Next-Level Nonsense' — Dan Ives Reacts With A Fiery Response

On Tuesday, Daniel Newman, CEO of Futurum Group, dismissed the idea that China can move on without Nvidia Corporation (NASDAQ:NVDA).

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TechRadar

I reviewed Huawei’s new cheap tablet and it’s amazing for drawing – but one issue means it’s no iPad-beater

Huawei delivers another solid budget-friendly tablet, but restrictions around software hold it back from greatness.

TechRadar

Chaos at DeepSeek as R2 launch crashes into hardware problems – rivals gain huge advantage

Huawei hardware struggles cause DeepSeek to postpone its AI model release, exposing gaps in domestic AI tools and emphasizing the contrast with competitors’ smoother deployment.

Benzinga

Alibaba Launches AI-Powered Agent To Automate Merchant Operations

Alibaba Group’s (NYSE:BABA) international commerce arm launched the Accio Agent on Thursday to help merchants source products and supplies, aiming to transform online business operations.

Benzinga

DeepSeek's Latest AI Model Delayed After Huawei Chips Fail Amid China's Push To Reduce Reliance On US Companies Like Nvidia: Report

The Chinese AI start-up DeepSeek has reportedly postponed the launch of its new model after technical issues with Huawei Technologies’ chips forced a reliance on U.S.-made Nvidia Corp.'s (NASDAQ:NVDA) processors.

Tom’s Hardware

DeepSeek reportedly urged by Chinese authorities to train new model on Huawei hardware — after multiple failures, R2 training to switch back to Nvidia hardware while Ascend GPUs handle inference

DeepSeek’s bid to train R2 on Huawei’s Ascend chips failed due to technical limits, forcing a return to Nvidia GPUs and delaying the launch.

What Hi-Fi?

Huawei FreeBuds Pro 4

The FreeBuds Pro 4 aim to be the best-performing buds we’ve yet heard from Huawei, but do they offer enough sonically?

Fortune

U.S.-China chip war: How Trump’s Nvidia-AMD deal has redefined Washington’s export control policy

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable for the right fee.”

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