China
China’s next DeepSeek moment could come from a group of AI chipmaking ‘dragons’
One year after DeepSeek upended the U.S. markets, investors are bracing for what could be the next moment of reckoning out of China: A rapid and coordinated push to scale home-grown Nvidia rivals for artificial intelligence chips. In just the past two months, four startups, dubbed China’s “four dragons,” have already gone public or filed […]
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Chip stocks rally after bumper earnings and a report of a game-changing China approval for Nvidia
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg […]
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CNBC’s The China Connection newsletter: China-made humanoid robots set sights on Middle East and U.S. markets
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story Chinese humanoid robots are on the verge of coming to the U.S. — before Elon Musk is ready to sell his Optimus machines. During my […]
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CNBC Daily Open: Starmer’s high stakes visit to China takes center stage
U.S. President Donald Trump and Indian Prime Minister Narendra Modi meet in the Oval Office at the White House on February 13, 2025 in Washington, DC. Andrew Harnik | Getty Images News | Getty Images All eyes are on U.K. Prime Minister Keir Starmer as he begins a high-stakes, three-day trip to China, the first […]
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Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues
onathan Raa | Nurphoto | Getty Images ASML reported orders that smashed past expectations while 2026 sales guidance was also ahead of estimates as AI demand continues to support the Dutch chip giant’s business. Bookings, one of the most closely-watched metrics from investors, came in at 13.2 billion euros ($15.8 billion) in the fourth quarter […]
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China gives green light to importing first batch of Nvidia’s H200 AI chips, sources say: Reuters
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg […]
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Dollar suffers worst one-day slide since last April after Trump says currency hasn’t fallen too low
Key Points The U.S. dollar fell about 1.3% on Tuesday, posting its worst day since April 10, 2025. It touched its lowest level since February 2022. During his visit to Iowa, President Donald Trump was asked whether he was comfortable with the current value of the greenback. “I think it’s great,” Trump said of the […]
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The ‘middle powers’ are having a moment, but can they stand up to Trump?
(1st row from L to R): Australia’s Prime Minister Anthony Albanese, Brazil’s President Luiz Inacio Lula da Silva, South Africa’s President Cyril Ramaphosa, President of Angola and Chairperson of the African Union Joao Lourenco and Canada’s Prime Minister Mark Carney react as they attend a family photo event during a G20 Leaders’ Summit plenary session […]
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Chinese tech giant Tencent plots Middle East cloud expansion as spending in the region booms
The Tencent logo is displayed on the exterior of a building at the company’s headquarters, with a surveillance camera visible in the foreground, on November 30, 2024, in Shenzhen, Guangdong Province, China. Cheng Xin | Getty Images News | Getty Images Tencent plans to expand its data center footprint in the Middle East, a top […]
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‘Never interrupt your adversary when he’s making a mistake’: Why Beijing isn’t rushing to answer Trump’s tariff broadside
BUSAN, SOUTH KOREA – OCTOBER 30: U.S. President Donald Trump and Chinese President Xi Jinping walk to a room for a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. Andrew Harnik | Getty Images News | Getty Images U.S. President Donald Trump has widened his tariff playbook, unleashing a […]
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