nvidia, amd and google Updates

Nvidia is poised to resume sales of its H20 AI chips to China after receiving assurances from the U.S. government, reversing earlier restrictions. CEO Jensen Huang secured approval to begin shipping the chips after discussions with President Trump and is scheduled to attend China's international supply chain expo. Meanwhile, AMD is also planning to resume shipments of its MI308 chips to China. In other AI developments, Elon Musk's xAI secured a contract worth up to $200 million with the Department of Defense, joining Google, OpenAI, and Anthropic in receiving contracts for AI agent development. Amazon's Prime Day saw $24 billion in U.S. e-commerce sales, fueled by increased Gen AI-related traffic. Google is investing in renewable energy by planning to purchase up to 3 GW of energy from Brookfield's hydro projects, including a $3 billion deal for power from dams in Pennsylvania. AI is also transforming various sectors, with 24% of buy-side trading desks planning to use internal AI for trade execution, and 78% believing AI will greatly impact real-time algorithm optimization. Furthermore, AI is improving customer service, as demonstrated by companies like Regal, and enhancing security, safety, and efficiency across industries. Datadog LLM Observability now integrates with Amazon Bedrock Agents to monitor AI applications, while over half of U.S. states have issued AI guidance for schools.

Key Takeaways

  • Nvidia plans to resume sales of its H20 AI chips to China after receiving U.S. government assurances and CEO Jensen Huang securing approval.
  • AMD will also restart shipments of its MI308 chips to China, reversing previous restrictions.
  • Elon Musk's xAI secured a contract worth up to $200 million with the U.S. Department of Defense.
  • Google, OpenAI, and Anthropic also received contracts from the Department of Defense for AI agent development.
  • Amazon's Prime Day generated $24 billion in U.S. e-commerce sales, driven by increased Gen AI traffic.
  • Google plans to purchase up to 3 GW of energy from Brookfield's hydro projects, including a $3 billion deal for power from Pennsylvania dams.
  • 24% of buy-side trading desks plan to use internal AI technologies for trade execution in the next year.
  • 78% believe AI will greatly impact real-time algorithm optimization in trading.
  • Datadog LLM Observability now integrates with Amazon Bedrock Agents to monitor AI applications.
  • More than half of U.S. states have issued AI guidance for K-12 schools.

Nvidia may resume AI chip sales to China after US assurances

Nvidia hopes to resume selling its H20 AI chips to China after getting assurances from the U.S. government. The U.S. government had previously restricted the sales of these chips. Nvidia CEO Jensen Huang lobbied against the export controls, saying they hurt American tech leadership. Huang also announced a new GPU called RTX PRO that follows export guidelines. The potential resumption of sales is a positive step for Nvidia.

Nvidia to restart China AI chip sales after US approval

Nvidia will resume selling its H20 AI chips to China after the U.S. government assured them licenses would be granted. The U.S. had blocked these chips in April due to concerns about tech exports to China. Nvidia CEO Jensen Huang met with President Trump and emphasized AI leadership and U.S. manufacturing. Nvidia shares went up after the announcement, which analysts see as a win for the company.

Nvidia can sell AI chips to China again after CEO meets Trump

The U.S. government will allow Nvidia to sell its H20 AI chip to China again. Restrictions had been announced in April, but now licenses will be granted. This decision came after Nvidia's CEO met with President Trump.

Nvidia plans to resume AI chip sales in China

Nvidia CEO Jensen Huang said the company plans to start selling an AI chip to China again. The U.S. government had previously restricted the chip. Nvidia has begun applying for export licenses to sell the H20 chip, which is less powerful than the chips sold in the U.S.

Nvidia may resume AI chip sales to China after US assurances

Nvidia's sales of H20 AI chips, designed to avoid export controls, were stopped in April. Now, the company may be able to resume these sales to China.

Nvidia gets approval to sell AI chips to China after CEO meeting

Nvidia has received assurance from the U.S. government that it can sell its H20 AI chip in China. This happened after CEO Jensen Huang met with President Trump. The Commerce Department had restricted the chip sales in April. This is good news for Nvidia, a large chip company.

Nvidia to resume H20 AI chip sales to China after US change

Nvidia plans to start selling its H20 AI chip to China again after getting approval from Washington. This is a change from the Trump administration's earlier position. U.S. government officials said they would approve export licenses for the H20 chip. CEO Jensen Huang said Nvidia has secured approval to begin shipping the chips.

Nvidia may resume H20 AI chip sales to China questions remain

Nvidia said the U.S. government has assured them they can resume selling H20 AI chips to China. CEO Jensen Huang is filing applications to restart sales of the H20 GPU. Huang also announced a new NVIDIA RTX PRO GPU for smart factories and logistics. The U.S. government had required a license for exports of the H20 chip.

Nvidia to resume sales of H20 AI chips to China

Nvidia said it will resume selling its H20 AI chips to China. This comes after Washington promised to remove licensing restrictions that had stopped exports. The company is now filing applications to sell the Nvidia H20 GPU again.

Nvidia to resume H20 AI chip sales to China after US reversal

Nvidia and AMD plan to resume selling some AI chips in China after getting approval from Washington. This is a change from the Trump administration's earlier limits on AI tech to China. Nvidia will sell its H20 AI chip, and AMD will restart shipments of its MI308 chips. CEO Jensen Huang said Nvidia has secured approval to begin shipping.

Nvidia CEO to attend China supply chain expo

Nvidia CEO Jensen Huang will attend the opening of China's international supply chain expo on Wednesday. Chinese state broadcaster CCTV shared this information. Huang had stressed the importance of the Chinese market during a visit in April. He will also hold a media briefing on the same day.

Nvidia CEO to attend China supply chain expo

Nvidia CEO Jensen Huang will be at the opening ceremony of China's international supply chain expo on Wednesday. This information comes from Chinese state broadcaster CCTV. Huang had emphasized the importance of the Chinese market during a visit in April. He will also hold a media briefing that day.

Elon Musk's xAI gets Pentagon contract

Elon Musk's xAI has a new customer the U.S. government. The AI company signed a contract worth up to $200 million with the Department of Defense. xAI products will now be available for purchase across every government office and agency. Google, OpenAI, and Anthropic were also awarded contracts as part of the new effort to develop AI agent workflows.

Prime Day sales hit $24B Pentagon awards AI contracts

Amazon's Prime Day event made $24 billion in U.S. e-commerce sales over four days. AI played a big role, with a large increase in Gen AI-related traffic. The U.S. Department of Defense is giving contracts to Google, OpenAI, Elon Musk’s xAI, and Anthropic to boost military innovation. Intel has spun off its RealSense division into a separate company.

Top AI hardware and chip companies in 2025

AI hardware is a growing market with companies competing to create the most powerful AI chips. Alphabet's newest Trillium chip, TPU v6e, was released in October 2024. AMD released its Zen 5 CPU and Ryzen 300 and 200 Series GPUs in January 2025. Apple's M5 chip is expected in the fall of 2025. AWS has switched its focus to chips, using Trainium AI accelerator chips.

AI in trading 78% see real-time algo optimization as key

A new report shows that 24% of buy-side trading desks plan to use internal AI technologies for trade execution in the next year. About 78% believe AI will greatly impact real-time algorithm optimization. Experts caution that applying AI in complex trading environments can be challenging. Data is a major obstacle, as effective AI needs large amounts of high-quality data.

Google to buy energy from Brookfield's hydro projects

Google plans to buy up to 3 GW of energy from Brookfield's hydro projects. Brookfield Asset Management and Brookfield Renewable have partnered with Google. They have created a large agreement for buying hydroelectricity. The agreement includes $3 billion in contracts for power from dams in Pennsylvania. This deal focuses on upgrading older hydro assets.

AI improves customer service and can boost sales

AI is helping call centers provide better answers to customers. AI agents are now handling calls themselves, leading to high satisfaction rates. Regal is one company offering AI agents that don't need humans in most cases. WFG National Title Company found that an app giving real-time information improved customer service and increased market share.

Most states issue AI guidance for schools

More than half the states and the District of Columbia have issued guidance on using artificial intelligence in K-12 schools. At least 28 states have created school policies to define AI and develop best practices. North Carolina was one of the first states to issue AI guidance for schools. Some states also emphasize ethical considerations for AI models.

AI transforms security, safety, and efficiency in industries

AI is having a big impact on industries worldwide, improving security, safety, and efficiency. In cybersecurity, AI is essential for stronger defenses. AI is also changing customer engagement, making it more personalized. In logistics, AI is optimizing routes and managing vehicles. AI is also improving safety in warehouses and construction sites.

Monitor Amazon Bedrock agents with Datadog LLM Observability

Datadog LLM Observability now integrates with Amazon Bedrock Agents to monitor AI applications. This helps track agent behavior, coordination, and execution. Developers can monitor model calls, tool use, and knowledge base interactions. Datadog provides visibility into agent workflows, helping teams troubleshoot and optimize their applications. This integration helps ensure reliability, performance, and responsible AI use.

Sources

Nvidia AI Chips China Export Controls Jensen Huang H20 AI Chip US Government Trade Restrictions RTX PRO GPU Export Licenses AMD MI308 Chips Supply Chain Elon Musk xAI Pentagon Contract Department of Defense AI Agent Workflows Google OpenAI Anthropic AI Hardware AI Chip Companies Trillium Chip TPU v6e Zen 5 CPU Ryzen GPUs Apple M5 Chip AWS Trainium AI in Trading Algorithm Optimization Data Quality Google Energy Brookfield Hydro Projects Hydroelectricity AI Customer Service AI Agents Call Centers AI Guidance for Schools K-12 Education Ethical AI AI Security AI Safety AI Efficiency Cybersecurity Customer Engagement Logistics Optimization Datadog LLM Observability Amazon Bedrock Agents AI Application Monitoring