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China is reportedly weighing whether to permit ByteDance and Alibaba to purchase new Nvidia AI chips, signaling a potential shift in export control enforcement.

If approved, would ease constraints on Chinese hyperscalers' access to cutting-edge US semiconductors and fundamentally alter the competitive landscape for global AI infrastructure.
Trade pressSlicast · September 27, 2026 at 15:00 UTC · US · Source: The Information
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China is reportedly weighing whether to permit… · Slicast