Nvidia halts H200 chip lines, shifting TSMC output to Rubin
The chip designer took a $0.4 billion charge on excess inventory as export controls squeezed Chinese data center revenue below 1%…
Company watch
All companies →Alibaba
Every EAB briefing that touches Alibaba — capital spending, plants, M&A, earnings and policy exposure. 2 briefings.
- First seen
- October 24, 2026
- Latest
- November 4, 2026
- With a linked document
- 2 of 2
- Named as exposed
- 2
- Desks
- Semiconductors (2)
China Telecom network hosts 32 barred Nvidia B300 chips in leakMembers
Lava detected 32 export-controlled Blackwell GPUs via exposed telemetry tools, prompting Nvidia to dismiss diversion volumes as…