Nvidia climbs as Microsoft and Meta announce massive AI investments. China approves H200 sales. Tech demand outpaces chip supply.

More than 400,000 H200 chips reportedly approved for ByteDance, Alibaba and Tencent as China balances AI needs with tech self-reliance push Beijing has begun approving imports of Nvidia's H200 graphics processing units (GPUs),

The Trump administration gave the green light to Nvidia to sell the chips late last year for a 25% cut of revenues. America's AI chip leader Nvidia is getting closer to being able to sell more chips in China.

Ronald Keung, head of Asia Internet Research at Goldman Sachs, says a key theme in China's AI landscape this year is the "consumer-facing super app battle" among the big tech names. He also talks about the companies under his radar,

US President Donald Trump during his speech in Davos addressed to claim sweeping US dominance in AI and energy, but big tech leaders and data point to a far narrower lead over China.

While the U.S. chases breakthroughs, China is betting on scale, speed, and real-world adoption—and that may prove decisive in the AI race.

During Microsoft’s October earnings call, CFO Amy Hood also pointed to higher capital expenditures in 2026, adding that the company would spend more than the $88.2 billion it spent in 2025. In Q1 alone, Microsoft spent a record $34.9 billion as part of its AI build-out.

U.S. investors are plowing money into Chinese companies involved in artificial intelligence, despite growing competition between Washington and Beijing over the technology. Investors are driving up the share prices of Chinese tech companies developing AI ...

AI startup Perplexity has inked a significant $750 million deal with Microsoft Azure, expanding its cloud partnerships beyond Amazon. This three-year agreement allows Perplexity to leverage leading AI models via Microsoft's Foundry service.

Is the White House’s artificial intelligence policy America First or simply Silicon Valley First? After this week, I’m leaning sharply towards the latter. It’s surely the only way to reconcile Washington’s conflicting policy choices, where China is ...

China introduced its first national standard for solid-state EV batteries as the “holy grail” of battery tech moves closer toward mass production. China launches solid-state EV battery national standard China has emerged as a true automotive powerhouse ...