Independent thinking for complex markets and current events
Chinese regulators have barred TikTok-owner ByteDance from deploying Nvidia chips in new data centres. The tech publication The Information first reported the development on Wednesday, citing two company employees. ByteDance bought more Nvidia chips than any other Chinese firm in 2025 as it raced to secure computing power for its billion-plus users amid concerns the …
Even a minority stake held by ByteDance now represents a potential pressure point, and the slightest misstep could expose user data or algorithmic insights. Engineers replicating recommendation engines on U.S. servers may create sovereignty, but they also open a new frontier of control over what millions see and share. 🚨 BREAKING: TikTok US Deal Finalized …
“We don’t sell them our best stuff, not our second-best stuff, not even our third-best… You want to sell the Chinese enough that their developers get addicted to the American technology stack, that’s the thinking” https://www.msn.com/en-us/news/technology/china-reportedly-discouraged-purchase-of-nvidia-ai-chips-due-to-insulting-lutnick-statements/ar-AA1KX76p According to FT, China’s senior leaders found Secretary Lutnick's "addicted to American technology stack" comments “insulting”, leading to policymakers …
SCOOP: @JDVance and investor group eying next week to announce @tiktok_us deal to prevent April 5 ban of popular app over espionage concerns; announcement likely to include a grace period to put finishing touches on deal designed to keep TikTok ban law from taking effect; GOP… — Charles Gasparino (@CGasparino) March 26, 2025