
DeepSeek’s R2 model delayed
Beijing’s homegrown chip dream still can’t train properly
Chinese AI outfit DeepSeek has been forced to eat humble pie after its shiny new model flopped on Huawei’s Ascend chips, dragging a planned May launch into the long grass and handing rivals the chance to surge ahead.

China leans on Nvidia chip buyers
Beijing pressures tech firms to explain why they’re not buying local silicon
The Middle Kingdom’s bureaucrats are making life more difficult for Nvidia by questioning Chinese tech giants about their reasons for ordering the US chipmaker’s H20 AI processors.

Why Huang giving Trump a kick back was Nvidia's only move
It is unclear if it is actually legal
Nvidia's CEO's Jensen Huang half-trillion-dollar "carrot" to Donald Trump appeared to get the president to turn a blind eye to his exporting chips to China, proving where diplomacy fails a good kick-back will always succeed.

Trump’s UAE chip deal stalls over China threat
National security fears threaten Nvidia’s billion-dollar AI bonanza
A deal to ship billions of dollars’ worth of Nvidia’s cutting-edge AI chips to the United Arab Emirates is stuck in the mud as Trump administration officials squabble over national security risks.

China's GPU hopefuls eye IPOs
Moore Threads and MetaX want your yuan
Two of China’s homegrown GPU outfits, Moore Threads and MetaX, are apparently getting ready to shake the tin at the Shanghai Stock Exchange.

DeepSeek’s tech fuelling China’s military
Avoiding US export controls
A senior US official has accused DeepSeek of aiding the PRC’s military and intelligence operations by using Southeast Asian shell companies to sidestep US semiconductor export controls.

Huawei crows over China’s FTTR lead
Ultra-connected workforce
Huawei chair Xu Zhijun [pictured] reckons China’s fibre-to-the-room rollout is leaving the rest of the world in the dust.

Taiwan says no to Huawei and SMIC
Silicon Island tightens the screws
Taiwan has just thrown a sizeable spanner into China’s semiconductor self-sufficiency fantasy, with the democratically elected island adding Huawei and SMIC to its strategic high-tech commodities entity list.

Huawei boss says US is overhyping its AI chips
Ren tries to downplay progress as trade talks get dicey
Huawei’s founder Ren Zhengfei has tried to cool the narrative around his company’s AI chips, claiming the US is giving it too much credit saying it is a good generation behind.

Nvidia top boffin says US export bans boosted Huawei AI dev
Dally says US rules handed China a tech talent pipeline
Nvidia chief scientist Bill Dally [pictured] has suggested that the US export control ban on AI gear to China has helped Huawei and its mates in the Middle Kingdom rather than holding them back.