Nvidia has also told Chinese clients that it plans to add new production capacity for the chips, with orders for that capacity opening in the second quarter of 2026
Major Chinese companies including Alibaba and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders
Sacks' comments raise questions about whether Nvidia will be able to recover revenue from China, a data centre market it has removed entirely from its forecasts
The feature, which Nvidia has demonstrated privately in recent months but has not yet released, would be an optional software update that customers could install
The US has, up until some easing of rules under President Donald Trump this year, ramped up restrictions on exports to China, which it has said constitute a threat to national security
The controlled sale of Nvidia's H200 chips to China will carry a 25% US charge, with Trump arguing that the plan safeguards innovation, supports workers and keeps America ahead in the global AI race
The country is expanding computing power for its AI mission. That's happening as rising competition between Google, Nvidia and other technology giants may lead to lowering costs for domestic startups
Cohesity will invest $1 bn in India over five years, expanding engineering centres in Bengaluru and Pune as it scales AI-driven cybersecurity amid rising global and domestic threat levels
Nvidia says its new AI server delivers 10x faster performance for advanced models, even as rivals like AMD and AWS push competing tech to win the growing market for AI deployment
The accelerator, called Trainium3, was recently installed in a few data centers and will be available for customers beginning on Tuesday, Dave Brown, a vice president with Amazon Web Services, said
SoftBank is close to raising $64 billion through retail bonds, giving Masayoshi Son more funds for major AI projects, including its role in the $500 billion Stargate initiative
Nvidia says Windows 11's latest 25H2/24H2 update is causing frame rate drops on some GeForce GPU-powered PCs and has released a hotfix driver ahead of its next official update