The AI business is changing in ways that will mean disproportionately bigger opportunities for some of its players.

Nvidia stock was rising along with most of the market. CEO Jensen Huang said Friday that the company’s H20 chip in China ”has no security back doors.”

In an unprecedented “revenue-sharing” deal, Nvidia and Advanced Micro Devices agreed to remit 15% of their revenue from AI chips sold into China to the U.S. government.

Chinese AI startup DeepSeek has launched its upgraded V3.1 model with support for domestic chips, highlighting Beijing's push to reduce reliance on U.S. giants like Nvidia while advancing its own AI ecosystem.

Trackers were placed in the packaging and sometimes inside servers from Dell and Super Micro, according to Reuters.

NVIDIA's next-gen Rubin AI GPUs rumored to be delayed, redesigns happening to better compete with AMD's upcoming Instinct MI450 AI accelerators.

A number of chip startups are challenging Nvidia’s dominance in the AI space, offering dedicated processors that are just as fast but require a lot less power.

Chinese artificial intelligence startup DeepSeek has hinted that China will soon have homegrown "next generation" chips to support its AI development.