Do Son ByteDance targets a $14B NVIDIA spend for 2026 while moving its 1,000-person chip team to Singapore's Picoheart to navigate US export curbs.
AI Chips
In a major policy reversal, the U.S. will allow NVIDIA to export its H200 AI chips to China—but only with a mandatory 25% fee paid to the U.S. government.
OpenAI is partnering with Broadcom to mass-produce its own AI chips starting in 2026, a move aimed at reducing its reliance on NVIDIA.
NVIDIA and AMD have a new deal to sell AI chips in China: they will pay 15% of the revenue to the U.S. government to get export licenses.
Elon Musk confirms a $16.5B, nine-year deal with Samsung for AI6 chip production at its Texas foundry, a crucial win for Samsung's struggling chip business and Tesla's AI future.