China

Procurement records show at least seven Chinese universities supporting the country's military and defense industry are seeking access to Nvidia's H200 chips, according to Techmeme and Bloomberg.

AMD CEO Lisa Su kept a lower profile in China compared to Nvidia CEO Jensen Huang, who recently left the country. China accounts for approximately 20% of AMD's revenue.

Shanghai-based AI company MiniMax has begun preparations for a Chinese IPO, having listed in Hong Kong in January and reaching $300M in annual recurring revenue (ARR). The company made the announcement in a regulatory filing.

China's AI hardware exports surge as chip equipment imports rise, easing concerns over a stronger yuan hurting exports. The global AI investment boom is powering a new wave of Chinese exports.

The UK's GCHQ head has warned that the UK and its allies have a 'narrowing window' to counter cyber threats from China and Russia, as Russia intensifies 'daily' hybrid warfare.

China is imposing travel restrictions on top AI researchers and startup founders, requiring flotation approval before heading abroad. This reflects Beijing's growing concern to prevent the brain-drain in the AI sector.

Taiwanese authorities detained three individuals for allegedly smuggling at least one Nvidia chip shipment to China after initially exporting it to Japan.