The Trump administration is weighing whether to let Nvidia sell H200 AI chips to China, pitting national security worries against a massive chip market.
The post Trump Weighs Letting Nvidia Sell H200 Chips to China appeared first on TechRepublic.
The Trump administration is weighing whether to let Nvidia sell H200 AI chips to China, pitting national security worries against a massive chip market.
The post Trump Weighs Letting Nvidia Sell H200 Chips to China appeared first on TechRepublic.
On Tuesday, Alphabet CEO Sundar Pichai warned of “irrationality” in the AI market, telling the BBC in an interview, “I think no company is going to be immune, including us.” His comments arrive as scrutiny over the state of the AI market has reached new heights, with Alphabet shares doubling in value over seven months to reach a $3.5 trillion market capitalization.
Speaking exclusively to the BBC at Google’s California headquarters, Pichai acknowledged that while AI investment growth is at an “extraordinary moment,” the industry can “overshoot” in investment cycles, as we’re seeing now. He drew comparisons to the late 1990s Internet boom, which saw early Internet company valuations surge before collapsing in 2000, leading to bankruptcies and job losses.
“We can look back at the Internet right now. There was clearly a lot of excess investment, but none of us would question whether the Internet was profound,” Pichai said. “I expect AI to be the same. So I think it’s both rational and there are elements of irrationality through a moment like this.”
© Ryan Whitwam
The frenzy of AI deals and cloud partnerships reached another zenith Tuesday morning as Microsoft, Nvidia, and Anthropic announced a surprise alliance that includes a $5 billion investment by Microsoft in Anthropic — which, in turn, committed to spend at least $30 billion on Microsoft’s Azure cloud platform.
Nvidia, meanwhile, committed to invest up to $10 billion in Anthropic to ensure the Claude maker’s frontier models are optimized for its next-generation Grace Blackwell and Vera Rubin chips.
The deal reflects growing moves by major AI players to collaborate across the industry in an effort to build and expand capacity and access to next-generation AI models. Microsoft recently renegotiated its partnership with OpenAI and has been increasingly partnering with others in the industry.
Anthropic has been closely tied to Amazon, which has committed to invest a total of $8 billion in the startup. Anthropic says in a post that Amazon remains its “primary cloud provider and training partner” for AI models. We’ve contacted Amazon for comment on the news.
OpenAI, for its part, recently announced a seven-year, $38 billion agreement with Amazon to expand its AI footprint to the Seattle tech giant’s cloud infrastructure.
Beyond the massive capital flows, the Microsoft-Nvidia-Anthropic partnership expands where enterprise customers can access Anthropic’s technology. According to the announcement, Microsoft customers will be able to use its Foundry platform to access Anthropic’s next-generation frontier models, identified as Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5.
Microsoft also committed to continuing access for Claude across its Copilot family, ensuring the models remain available within GitHub Copilot, Microsoft 365 Copilot, and Copilot Studio.
The news comes as Microsoft holds its big Ignite conference in San Francisco.
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