TECHNOLOGY

Guess who is in Beijing today?

Nvidia CEO Jensen Huang boarded a private jet to Beijing shortly after the U.S. Commerce Department announced new export licensing requirements for the company's H20 AI chips for the Chinese market. Once there, Huang met with the head of a Chinese state-backed trade body, where he reaffirmed Nvidia's commitment to the Chinese market despite a deepening trade war.

State broadcaster CCTV reported that Huang met earlier today in Beijing (more…)

The latest supply chain disruption report comes from Reuters, which claims that shipments of Tesla components from China—intended for its Cybercab and Semi—will be suspended. The report, based on a single unnamed source, has not been confirmed by Tesla or Elon Musk on X. 

Here's more color on Tesla's trade disruption, as described by the source:

The source continued:

No specific details were provided about which parts from Chinese factories were affected, but the (more…)

President Trump's 'America First' agenda—specifically, the revival of domestic critical supply chains to reinforce hemispheric defense—scored yet another win this week.

Reuters reported that Advanced Micro Devices' most advanced processor chips would soon enter series production at Taiwan Semiconductor Manufacturing Company's (TSMC) factory in Arizona. 

"Our new fifth-generation EPYC is doing very well, so we're ready to start (more…)