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Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs (William Sandlund/Financial Times)

William Sandlund / Financial Times : Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungr...

16 April 2025

Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips (Financial Times)

Financial Times:
Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips  —  US chipmaker reveals $5.5bn impairment, while full hit to China revenues could surpass $10bn  —  Nvidia has been caught by surprise …

Posted from: this blog via Microsoft Power Automate.

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