Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
Tencent's 2025 results beat estimates, with the company spending $2.6B on AI last year and planning to at least double that in 2026 despite ongoing GPU supply constraints from US export controls.
NVIDIA opens GTC 2026 with the Vera Rubin platform - six co-designed chips delivering 50 PFLOPS of inference per GPU and 10x lower token cost than Blackwell.
AMD's flagship CDNA 4 AI GPU with 432 GB HBM4, 40 PFLOPS FP4, and 2nm chiplet design targeting H2 2026.
NVIDIA's Rubin-based rack system with 144 R200 GPUs, 3.6 ExaFLOPS FP4, 20 TB HBM4 - arriving H2 2026.
A Hugging Face survey of 16 open-source reinforcement learning libraries finds the entire ecosystem has converged on async disaggregated training to fix a single brutal bottleneck: GPU idle time during long rollouts.
