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1h ago
Supermicro co-founder pleads not guilty to smuggling billions of dollars of Nvidia servers to China — suspected smuggler released on $5 million bond
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Sources: Chinese optics company and Nvidia supplier Innolight confidentially filed for a Hong Kong IPO that could raise $3B+; Innolight is listed in Shenzhen
IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards