Mackenzie Hawkins

New: Chinese firms aim to install ~115,000 advanced Nvidia chips in dozens of AI data centers. Construction is underway. DeepSeek wants to collaborate What’s unclear is how they plan to get hardware that the US has effectively banned from sale to China 🧵bloomberg.com/graphics/2025-…

Trump has dialed down his confrontational tone with China in an effort to secure a trade deal & a meeting with Xi, according to people familiar with internal deliberations: bloomberg.com/news/articles/… @jendeben

Jensen says Nvidia hasn’t yet gotten any licenses to sell H20 chips in China but expects those approvals soon: bloomberg.com/news/articles/… Still unclear what volume of approvals Nvidia (or AMD) will receive, as we wrote yesterday: bloomberg.com/news/articles/…

AMD also expects export licenses for MI308 sales to China — restricted in April alongside Nvidia H20 sales — to move forward for review, based on conversations with US officials, the company confirms AMD plans to resume shipments as licenses are approved, company says

Here's some stuff Trump officials have said about Nvidia's China sales over the past few months Note that today's news doesn't mean the H20 controls are gone -- but rather that, per Nvidia, the US said it will approve licenses which are still required: bloomberg.com/news/articles/…

Nvidia says it plans to resume H20 sales to China & that the US government has assured the company those shipments will be approved nam11.safelinks.protection.outlook.com/?url=https%3A%…

A thing you often hear about China is that despite its vast size, it doesn't have a lot of great land. But maybe people start re-thinking that from the perspective of AI. Good piece here about all the solar powered data centers being built in the desert. bloomberg.com/graphics/2025-…

The US plans to restrict shipments of AI chips from the likes of Nvidia to Malaysia and Thailand, part of an effort to crack down on suspected semiconductor smuggling into China bloomberg.com/news/articles/…