Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.

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Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its own processors, according to Bloomberg. The FTC is examining whether Arm used its dominant position in chip licensing to deny or downgrade the quality of CPU blueprints it licenses to others in order to disadvantage riva

Bambu Labs continues to draw fire.

Good guy Gabe.

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