US gov’t imposes restrictions on Nvidia H20s, chipmaker claims will cost it $5.5bn
Follows Nvidia's announcement it plans to produce AI supercomputers in the US
News - President Donald Trump
The latest news from the data center, telco, and cloud sector
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South Korean gov’t announces increase in chips industry support package amidst incoming US tariffs
Government also approved Samsung’s request to increase work week for chip employees above legal maximum
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Nvidia claims it will make AI supercomputers in the US, with new factories
How many components will be purely US-based is unclear
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Trump: Chips tariffs still coming, Chinese electronics still taxed but in a “different Tariff ‘bucket’”
President says there will be some flexibility with semiconductor tariffs
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US gov’t decides not to further restrict Nvidia H20 exports to China, follows Jensen Huang’s visit to Mar-a-Lago
Additional controls were due to come into force this week
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Micron to impose tariff surcharge on memory modules and SSDs
Company had previously disclosed plans to pass on tariff-related costs to customers
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Trump sons' Bitcoin mining business plans to eventually go public
But Eric Trump claims no conflict of interest for American Bitcoin Corp
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FCC outlines deregulation proposals to "alleviate unnecessary regulatory burdens"
The scheme is called 'Delete, Delete, Delete'
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Trump moves forward with FTC antitrust probe into Microsoft
Cloud giant's market power under the microscope
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TSMC proposes JV with chip firms to share ownership of Intel’s foundry division - report
Nvidia, AMD, Qualcomm, and Broadcom have all been approached, sources claim
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HPE to cut 2,500 jobs, warns expected semiconductor tariffs will affect server business going forward
CFO Marie Myers said “recent tariff announcements have created uncertainty for our industry”
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Trump tells Congress to scrap CHIPS Act and use left over funds to “reduce debt”
President used his joint address to Congress to once again criticize the CHIPS and Science Act
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TSMC announces $100bn US chip fab investment
President Trump calls it the "most powerful company" in the world
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Apple plans new AI server factory as part of $500bn US manufacturing push
Will also expand existing data centers
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Trump seeks greater control over government agencies, including the FCC
What impact it has on the FCC remains to be seen
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Trump says semiconductor tariffs will start at 25%, keep rising over the year
“When they come into the United States, and they have their plant or factory here, there is no tariff,” the President said
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US to impose 25 percent tariffs on steel and aluminum
"Any steel coming into the United States is going to have a 25 percent tariff," said President Donald Trump
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Taiwan sends officials to Washington to try and head off US chip tariffs
With Trump threatening semiconductor tariffs of 100 percent
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USAID chaos puts cloud and telco contracts at risk
Hundreds of millions of dollars of contracts up in the air
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Canada and Mexico impose retaliatory tariffs against US
From trading partners to trade war
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US to impose tariffs on Canada, Mexico, and China
As Trump threatens to start a trade war with the EU
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Nvidia CEO Jensen Huang visits White House to talk 'AI leadership' with Trump
As Trump threatens chip tariffs, and may tighten export controls
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Trump’s commerce secretary pick gives tepid support to CHIPS act
Howard Lutnick says existing agreements should be honored, but review of scheme may be necessary
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Trump confirms Microsoft is in talks to acquire TikTok
Competing against Oracle, MrBeast, and others
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Trump plans “100 percent tax” on foreign semiconductors to incentivize US manufacturing
Calls CHIPS Act ridiculous, claims chip companies told him they didn’t need the funding
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Trump: China's DeepSeek "a wakeup call" for US AI firms
As stock market rout leads to fears AI spending may have peaked