huawei

The European Union is urging member states to steer clear of telecom equipment from Chinese firms like huawei and ZTE, citing cybersecurity concerns. This recommendation, part of a broader strategy to bolster network security, could lead to restrictions or bans on 'high-risk' suppliers. While not an immediate mandate, it signals a significant shift in the EU's approach to critical infrastructure.

Nvidia CEO Jensen Huang joined Donald Trump's Beijing summit at the last minute, boarding Air Force One in Alaska, but China still won't approve H200 AI chip purchases. Trump said Beijing "chose not to" because it wants homegrown silicon. With DeepSeek now running on huawei chips and 10 cleared Chinese firms yet to place orders, Nvidia's China stalemate looks set to drag on.

Nvidia CEO Jensen Huang dismissed calls for a complete US cutoff of advanced AI chips to China, deeming the idea "ridiculous." He argued that such bans would backfire, forcing China to build an independent tech ecosystem and harming US global dominance. Huang advocates for continued competition and international sales to keep AI development within the American tech ecosystem.

US approved major Chinese tech giants like Alibaba and Tencent to acquire Nvidia's advanced H200 AI chips. However, no sales have materialized as Beijing reportedly discourages domestic firms from buying foreign technology, prioritizing the development of its own chip industry, particularly huawei's. Nvidia's CEO is now in China, hoping for a breakthrough.

China's blocking of Meta's $2 billion Manus AI acquisition signals a shift, making Singapore a less effective shield for Chinese tech firms seeking Western exits. Regulators intervened despite Manus's Singapore registration, barring founders from leaving the country. This move suggests Beijing's scrutiny now extends beyond incorporation, impacting future international ventures.

Nvidia CEO Jensen Huang says the biggest gap in the US-China AI race isn't chips—it's dialogue. Speaking on the Dwarkesh Podcast, Huang argued that American and Chinese AI researchers must talk and agree on what AI should never be used for. He pushed back hard against Anthropic CEO Dario Amodei's call for chip export controls, warning that ceding China's market risks splitting global AI into two competing tech ecosystems.

Donald Trump has landed in Beijing with 17 American companies in tow, worth a combined $16.47 trillion—roughly 90% of China's entire 2025 GDP. Jensen Huang joined at the last minute, boarding Air Force One in Anchorage. Nvidia and Apple alone account for $9.7 trillion of that, while Meta sent its policy chief after Beijing blocked its $2 billion Manus deal.

Anthropic's paper outlines two scenarios for US-China AI leadership by 2028. In one, the US maintains its compute advantage through tightened export controls, leading to democratic AI norms. The other sees China overtaking the US if policymakers fail to act, resulting in authoritarian AI dominance.