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Nvidia’s AI hardware business faced continued uncertainty in China as CEO Jensen Huang said Beijing had not yet approved imports of the H200 GPU and confirmed that no new H200 orders were being placed while regulators decide. In parallel, Chinese GPU vendor Shanghai Iluvatar CoreX publicized a four-generation roadmap positioning its architectures (including Tianshu and successors) as domestic alternatives intended to compete with and ultimately surpass Nvidia’s Hopper/Blackwell and target Nvidia’s future Rubin platform by 2027, underscoring China’s push to reduce reliance on Western AI silicon.
Outside the China licensing issue, Nvidia-related coverage also highlighted expansion and productization of AI compute: a report claimed Nvidia invested $2B in CoreWeave to support buildout of a planned 5GW “AI factory” ecosystem by 2030 using multiple Nvidia platform generations (including Rubin, Vera CPUs, and BlueField). Separately, a review of Nvidia DGX Spark described a local AI development system built around the GB10 Superchip, reflecting growing demand for on-prem/local inference and development hardware as model sizes and VRAM requirements increase. Intel also outlined a separate, non-Nvidia event: a planned “hybrid” AI processor concept combining x86 CPUs, a fixed-function AI accelerator, and programmable logic for inference-focused workloads.
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Jensen Huang said Beijing had not yet approved H200 imports into China and confirmed Nvidia had received no new H200 orders while awaiting a decision.
Iluvatar CoreX unveiled a multi-year roadmap covering Tianshu, Tianxuan, Tianji, and Tianquan architectures, claiming a path to surpass Nvidia's Rubin platform by 2027.
The companies said they plan to build a 5-gigawatt AI factory ecosystem by 2030 using Nvidia's Rubin platform, accelerated computing, and joint infrastructure planning including power-grid and land-development coordination.
Nvidia made a $2 billion strategic investment in CoreWeave to deepen their AI cloud infrastructure partnership and support large-scale AI factory development.
On January 23, Nvidia CEO Jensen Huang traveled to China and met with customers, partners, and government officials amid uncertainty over H200 imports.
Shanghai Iluvatar CoreX Semiconductor listed in Hong Kong, marking a public-market milestone as it pushed its domestic GPU roadmap.
Nvidia announced the DGX Spark desktop AI system at CES 2025, positioning it as a compact Blackwell-based platform with CUDA support and unified memory for local AI workloads.
CoreWeave was founded in Livingston, New Jersey in 2017 under the name Atlantic Crypto before later pivoting into GPU-based HPC and AI cloud services.
Shanghai Iluvatar CoreX Semiconductor was founded in 2015 and went on to develop domestic GPU products for AI training and inference.
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China reportedly began approving imports of high-end *Nvidia* AI GPUs (including the **H200**) after weeks of uncertainty, with initial licenses expected to prioritize major Chinese internet companies building large AI data centers. Reporting cited by Reuters and the *South China Morning Post* indicates Beijing is attaching restrictive, not-yet-finalized conditions to these licenses—potentially including requirements to bundle purchases with domestic chips—reflecting an effort to balance near-term demand for leading accelerators with longer-term goals of strengthening China’s indigenous semiconductor ecosystem. In parallel, Chinese leader **Xi Jinping** publicly framed AI as an “epoch-making” technological transformation and called for faster progress in domestic development via a “whole-of-nation” approach, positioning AI as central to China’s upcoming 15th Five-Year Plan (through 2030). While not a discrete cybersecurity incident, the combined reporting is relevant to security leaders because it signals continued geopolitical pressure on AI supply chains and potential compliance, procurement, and third-party risk impacts for organizations operating in or selling into China’s AI infrastructure market.
Jun 29, 2026
Nvidia is preparing to resume shipments of its H200 data center GPUs to China following the U.S. government's decision to allow limited exports under strict licensing and a 25% tax. CEO Jensen Huang confirmed that demand for the H200 in China is extremely high, but actual deliveries are pending final regulatory approvals. The move comes amid ongoing U.S. export controls that have restricted Chinese access to advanced AI accelerators, prompting Nvidia to restart its supply chain and prepare for significant orders once licenses are finalized. As a result of these export restrictions, China's AI infrastructure market is rapidly consolidating around domestic champions such as Baidu and Huawei, who now control over 70% of the country's "GPU cloud" market using homegrown AI chips. This shift is supported by substantial investment in domestic silicon development and a strategic move by Chinese tech giants to vertically integrate hardware, software, and cloud services. Meanwhile, the global surge in AI data center construction is straining electricity grids, with companies like Meta and Microsoft exploring alternative power sources, including small modular nuclear reactors, to meet the growing energy demands of AI workloads.
Jun 29, 2026
NVIDIA’s reported $100B infrastructure-oriented arrangement with **OpenAI** has been put “on ice,” with negotiations said to be shifting away from a complex hardware-leasing/buildout model toward a simpler equity-style investment. Reporting indicates CEO **Jensen Huang** has emphasized the original MOU was *non-binding* and has privately raised concerns about OpenAI’s commercial discipline and a more competitive AI landscape, citing momentum from rivals such as **Google Gemini** and **Anthropic**. Separately, NVIDIA publicly pushed back on U.S. government allegations that it provided technical assistance to **DeepSeek** to improve AI training efficiency, arguing it would be “nonsensical” for China’s military to depend on American technology and framing criticism as benefiting foreign competitors. The related reporting notes the company did not directly address specific claims tied to DeepSeek’s training (including references to **NVIDIA H800** usage in DeepSeek’s technical materials). An additional opinion piece argues U.S. advantage in the AI race hinges on **cybersecurity and trust** rather than model capability alone, but it does not provide incident-specific or vulnerability-specific details tied to NVIDIA, OpenAI, or DeepSeek.
Jun 29, 2026