Export Controls

china bytedance alibaba nvidia chips rtx pro 5500 a lowered boom gate barrier

China Weighs Allowing ByteDance, Alibaba to Buy New Nvidia Chips

On 27 September 2026, The Information reported that China’s Ministry of Industry and Information Technology asked Alibaba, ByteDance and other companies how many of Nvidia’s new RTX Pro 5500 workstation chips they want and what they would use them for, and told some of them it intends to approve the purchases. This article explains the chip, the H200 rationing process it follows, the RTX Pro 6000D orders Beijing blocked in 2025, what Nvidia now earns in China, Alibaba’s Zhenwu V900 and Huawei’s Ascend roadmap, the US export questions the report leaves open, and the signals to watch next.

Read more
huawei ascend 960 q1 2027 ai chip nvidia a solid cube with nine square studs on its top face

Huawei Plans Q1 2027 Launch of New AI Chip as It Takes On Nvidia

Huawei told Huawei Connect in Shanghai on 17 September 2026 that the Ascend 960DT will be ready in the first quarter of 2027 rather than the third — a three-quarter acceleration announced by rotating and acting chairman David Wang, one week before Trump and Xi were due to meet in Washington. This article separates the schedule claim from the unverifiable performance claim, sets the new dates against the roadmap Huawei published in 2025, walks through the Peerium Computing Architecture and UnifiedBus interconnect the chip plugs into, and examines the discrepancy analyst Rui Ma flagged between a 15,488-chip SuperPoD on the old roadmap and the 4,096-chip system described this week.

Read more
global ai safety us china cooperation trump xi a two solid cubes standing side by side

A Global AI Safety Strategy Depends on US-China Cooperation. They Each See the Other as the Problem

An Associated Press report published on 17 September 2026 sets out the central problem in global AI safety: the two countries whose cooperation any workable regime depends on each treat the other as the thing to be guarded against. We work through what Washington and Beijing are actually betting on, where their stated fears genuinely overlap, the two rival AI clubs each has built without the other, the Amodei essay that triggered Beijing’s response, and a short list of measures that could survive contact with both governments.

Read more
CHAT