Four Chinese AI labs used restricted Nvidia Blackwell chips in 2026
Forensic weight analysis indicates DeepSeek, Moonshot AI, MiniMax and Ant Group shifted away from older Hopper processors across…
Company watch
All companies →Megaspeed International
Every EAB briefing that touches Megaspeed International — capital spending, plants, M&A, earnings and policy exposure. 2 briefings.
- First seen
- November 8, 2026
- Latest
- November 14, 2026
- With a linked document
- 2 of 2
- Subject of the briefing
- 1
- Named as exposed
- 2
- Desks
- Trade & Policy (1), Semiconductors (1)
Nvidia defends $7.9B China sales as Jensen Huang resists wider curbsMembers
Direct buyers in China generated 8.2% of the company's $96.2 billion quarterly revenue through July, down from 21.9% in the prior…