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China may let ByteDance and Alibaba buy new Nvidia chips

Original: China weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports

China is considering allowing ByteDance and Alibaba to purchase new Nvidia chips, according to a report by The Information picked up by CNBC and Reuters. The move would mark a potential easing of restrictions on access to advanced American AI hardware for Chinese tech firms, and comes amid ongoing US-China tensions over semiconductor exports. Markets and industry watchers are following the story closely for signs of a shift in export policy.

Why now: A possible relaxation of US chip export restrictions affecting major Chinese AI firms has major implications for the semiconductor industry and US-China tech relations

ChinaByteDanceAlibabaNvidiaThe Information

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