28 articles
President Trump has reportedly approved Nvidia H200 sales to China in exchange for a 25% revenue kickback to the US. We analyze the technical specs of the H200, the economics of this 'pay-to-play' model, and what it means for the global AI arms race.
China is reportedly advising local companies to stop purchasing Nvidia's H20 chips, favoring domestic alternatives like Huawei and Moore Threads. Is this the end of Nvidia in China?
Moore Threads, dubbed the 'Nvidia of China,' soared in its trading debut after a $1.1 billion IPO. With 4,000x oversubscription, is this the beginning of serious competition for Nvidia?
BYD secured 15.4% of the global battery-electric vehicle market in Q3 2025, narrowly edging out Tesla's 13.4% as total NEV sales surged 31% year-over-year to 5.39 million units.