Nvidia announced it is strengthening optimization of its hardware for Chinese artificial intelligence models, notably DeepSeek and Alibaba’s Qwen, to outpace domestic chipmakers. A regulatory filing with the SEC warned of business risks from potential White House restrictions on AI developed in China. Second-quarter results beat expectations and the share price has risen more than 10% since early 2026. Over twenty companies, including Microsoft, Meta and Palantir, urged policymakers to avoid premature restrictions on open-source models. Analysts worry that Chinese models, which are increasingly capable and typically cheaper, may become the default choice for developing countries.
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