Semiconductor News & Analysis Feed

Recent reports indicate that Chinese AI firm Moonshot AI used NVIDIA Blackwell chips for training its latest frontier model, Kimi K3, bypassing both U.S. export controls and Chinese import restrictions. The U.S. government prohibits selling Blackwell chips to Chinese firms, while China is also devel

According to a report from The Information, Apple plans to use Google's fleet of Nvidia Blackwell B200 data center chips to power its revamped Siri, scheduled for release in September 2026. This marks a notable shift from Apple's traditional strategy of maintaining full control over its product comp