Monday, May 4, 2026

Jensen Huang said Nvidia's market share of AI accelerators in China has "now dropped to zero" and that US export policy "has already largely backfired" (Anton Shilov/Tom's Hardware)

Anton Shilov / Tom's Hardware:
Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired”  —  US export restrictions bite. … Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%.



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...