AMD is going to launch its own cut-down AI graphics card exclusively for the Chinese market. Based on the AMD Radeon AI Pro R9700, this card will compete directly with Nvidia's RTX 5000-series GPUs and some of Huawei's homegrown AI hardware.

Nvidia CEO Jensen Huang had a lot to say about the China restrictions and praised President Donald Trump during the company's Q1 earnings call.

Huang was candid about the company's position amid shifting US trade policies and intensifying global competition in artificial intelligence.

Republican Senator Jim Banks and Democrat Elizabeth Warren are demanding answers from Nvidia Corp. CEO Jensen Huang on his firm’s reported plans to open a research facility in Shanghai.

Tucked into its quarterly filing, Nvidia for the first time said restrictions on the use of open-source AI models from China could hurt its business.

Nvidia and AMD will soon begin selling new GPUs made for AI workloads in China to comply with US chip export restrictions.

The semiconductor industry has faced a number of headwinds, from uncertainty around tariff policy in the U.S. and chip export restrictions to China.

Despite Wall Street’s general approval of Nvidia’s results and outlook without China, Huang isn’t giving up on the region. The CEO issued a dire warning during the company’s earnings call, saying that whatever chip AI platform wins in China is positioned to lead globally.