Jensen says Nvidia now has ‘zero percent’ market share in China — says US export policy ‘has already largely backfired’

Jensen Huang says China has become a lost market for Nvidia due to U.S. sanctions, but warns that America could lose out in a broader AI competition.
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Japan is deploying ultra-cheap cardboard drones built for swarm warfare and expendable combat missions — $2,000 expendable combat drones cost less than some gaming PCs

Japan is deploying ultra-cheap cardboard drones built for swarm warfare and expendable combat missions. The flat-packed AirKamuy 150 costs as little as $2,000 — far cheaper than many military drones.
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FCC votes to ban all Chinese labs from certifying electronics sold in the US due to national security concerns — ruling would affect 75 percent of US-bound devices

The FCC estimates that roughly 75% of all U.S.-bound electronics are currently tested in Chinese facilities.

US Navy signs deal with AI firm for training underwater drones to detect mines in Strait of Hormuz — $100 million would allow drone minesweepers to update their detection algorithms in days instead of months

The U.S. Navy just signed a $99.7 million deal with Domino Data Lab to build software to monitor other AI mine detection systems, identify failures, and push corrections in the field.
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Canonical under sustained DDoS attack as Ubuntu 26 releases — Iranian group 313 Team claims responsibility

Canonical under sustained DDoS attack as Ubuntu 26 releases

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The Pentagon announces AI deals with OpenAI, Google, Microsoft, Amazon, Nvidia, and more — LLMs to be deployed on classified Department of War networks ‘for lawful operational use’

The U.S. Department of War announced agreements with seven AI providers, allowing it to deploy multiple LLMs for its use and avoiding lock up with a single vendor.
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Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs

Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capital expenditure in 2026, a 77% increase over last year’s record $410 billion.
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SoftBank plans robotics and AI firm in the US to build data centers — aims for $100 billion valuation and an IPO this year

SoftBank is planning to launch an AI and robotics startup in the U.S. to build data centers. The firm is gunning for a $100 billion valuation and aims to list the startup this year.
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Huawei could seize China’s AI chip crown in 2026 as Nvidia’s H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030

Huawei is reportedly on track to become China’s top AI chip supplier as Nvidia faces export restrictions and customs delays. Analysts forecast China’s domestic AI chip market could hit $67 billion by 2030.
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ASML’s roadmap for chipmaking lithography tools examined — from DUV to Low-NA, High-NA, Hyper-NA, and beyond

ASML shipped 48 EUV lithography systems and 131 immersion DUV tools in 2025, generating €32.7 billion in total revenue and ending the year with a €38.8 billion order backlog.
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