Transshipment scam or efficient supply chain? How U.S. firms turn it into profit?

Data and industry sources reveal little Chinese ownership of such pumps/components sent to the U.S. by Indian/India-based companies

Chinese AI companies are optimising software to cope with surging demand for inference, as part of that workload still relies on computing power from a limited pool of high-end chips amid restricted access to Nvidia processors. Compared with training an artificial intelligence model, which relies on high-end chips, inf

The ancient port of Ain Sokhna, on the Gulf of Suez, once received turquoise destined for the regalia of pharaohs. Now it welcomes a new source of wealth: Chinese manufacturers. In just a few years their investment has transformed the area. Scores of factories have appeared, producing everything from fibreglass to swit

A rewiring of global manufacturing is under way

Current U.S. export controls cover physical chip sales but not remote cloud access, leaving a gap that legislation has yet to close

Chinese AI firms have reportedly accessed advanced Nvidia computing power overseas, testing U.S. export controls. Lawmakers weigh closing the cloud-access gap.

It seems like Nvidia’s not getting back into the Middle Kingdom anytime soon

Circular financing concerns revolve around the chip-maker's investment into OpenAI's data center lease.