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27.08.26 - 06:30
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US Probes Apex Logistics Over Alleged Nvidia AI Chip Smuggling (Bloomberg)
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The US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia Corp. AI chips to China, people familiar with the matter said, in what may result in the first action against a transportation company for allegedly participating in the illegal semiconductor trade....
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27.08.26 - 06:12
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Nvidia H200 China sales stall, with US$400M inventory charge (Digitimes)
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Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking its first renewed AI chip sales to China since shipping about US$60 million of H20 chips in early 2025. But shipments fell short of the total approved by US President Donald Trump and licenses cleared by the US government in January, amid opposition from Beijing....
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27.08.26 - 06:12
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Nvidia′s inventory build shifts upstream as memory costs bite (Digitimes)
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Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials together account for 78% of the balance, against 42% a year earlier. The mix shows a company committing to scarce memory well ahead of the Vera Rubin ramp, and absorbing the cost several quarters before customer price increases land....
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