The agreement with the start-up Cerebras is the latest in a series intended to expand the A.I. company’s computing power.

SAN FRANCISCO, Jan 15 Reuters) - SiFive, which makes blueprints for parts of complex chips, said on Thursday it will become the first maker of RISC-V chip designs to integrate Nvidia technology that creates speedy links between chips.

As the company explains it, the new Rubin line of chips are built to treat the AI data center as the "unit of compute," not just a single GPU server. The platform includes six chips that are built to work as one, with GPUs, CPUs, and other components co-designed to share data faster.

Chinese authorities have instructed customs agents to ban the entrance of Nvidia's H200 AI chips into the country, according to Reuters.

Analyst Ming-Chi Kuo's latest report points to a multistage rollout: Apple's self-developed AI server chips will begin production in late 2026, while the new Apple data

The stakes are high. In calendar 2024, which marked the last full year of sales to China, Nvidia's revenue from the country was $17.1 billion -- despite existing export restrictions against the sale of its top-of-the-line chips. Early last year, Nvidia estimated it took an $8 billion revenue hit due to increased U.S. export restrictions.

Intel (NASDAQ:INTC) is experiencing a notable rally already in 2026, with the stock up 28% year-to-date, building on last year’s 84% rise. While the surge first gained traction after the U.S. government took a 9.

Beijing has made it politically unpalatable for private firms to rely too much on imported AI chips,’ EIU senior analyst Chim Lee says.