IDC: Nvidia's AI chip shipments in China fell 44% YoY
IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition
TL;DRNvidia's China AI chip sales dropped 44% as US export limits and local competitors ate market share.
Why it matters: Nvidia's dominance in AI infrastructure is eroding where it matters most—China controls the geopolitical and economic stakes of AI development.
NTT Data is in advanced talks
TL;DRJapanese tech giant NTT Data might build a massive $6.3B data center for AI startup Anthropic in Osaka.
Anthropic says new measures like preserved thinking in Fable 5.1
TL;DRAnthropic's new Claude versions block most attempts to copy their AI model through distillation attacks.
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