Reuters: The U.S. cleared about 10 Chinese firms, including Alibaba, Tencent, ByteDance and to buy $NVDA H200 chips, with Lenovo and Foxconn approved as distributors. No deliveries have happened yet as Beijing scrutiny keeps deals stalled.

JUST IN: U.S. approves around 10 Chinese firms to purchase $NVDA H200 chips, sources say $BABA, ByteDance, $TCEHY Tencent, and $JD among Chinese companies approved by the U.S. to buy NVIDIA H200 chips, sources say Lenovo, Foxconn, and other distributors also received U.S. approval to purchase NVIDIA H200 chips, sources say

JUST IN: 10 CHINESE FIRMS HAVE BEEN APPROVED TO BUY NVIDIA H200 CHIPS. NOT A SINGLE DELIVERY HAS BEEN MADE. Beijing has been telling its companies to hold off. The full picture, per Reuters: The approved buyers (~10 total): • Alibaba $BABA • Tencent • ByteDance (private) • JD. com $JD • 6 others not named in the report The approved distributors: • Lenovo • Foxconn • Each approved customer can purchase up to 75,000 chips under U.S. licensing terms Why no deliveries have happened: • Chinese firms pulled back after guidance from Beijing • Beijing wants to keep AI investment focused on domestic chips like Huawei's • DeepSeek and other Chinese AI labs are increasingly pivoting to homegrown chips • Two recent State Council supply chain security regulations are tightening scrutiny of foreign tech dependencies The deal mechanics: • Trump negotiated 25% of revenue from chip sales going to the U.S. • Chips must physically pass through U.S. territory before being shipped to China • Buyers must demonstrate "sufficient security procedures" and no military use • NVIDIA $NVDA must certify sufficient U.S. inventory The bigger picture: • Before U.S. export curbs, NVIDIA had ~95% of China's advanced chip market • China was 13% of NVIDIA's revenue at peak • Huang has estimated China's AI market alone is worth $50 billion this year • NVIDIA's share of AI accelerators in China has effectively fallen to zero • Huang is currently in Beijing with President Trump for a summit with Xi Jinping

Google just turned Android into an AI delivery vehicle at its #TheAndroidShow# event. New Gemini-native laptops. The phone OS is becoming a system-wide intelligence layer. The cursor is now an agent. It was a big day of releases, and I/O isn't even here yet. The most notable drops: 1. Googlebooks — a new laptop line built from the ground up for Gemini Intelligence. Hardware partners: Acer, Asus, Dell, HP, Lenovo. Runs Android phone apps. Supports custom widgets. Ships with "Magic Pointer," a Gemini-built cursor. Launching in the fall. 2. Gemini Intelligence — a system-wide AI layer for Android devices that automates tasks across apps. Demos: snap a photo of a hotel brochure -> Expedia booking. Speak a grocery list -> shopping cart built. Coming to Galaxy + Pixel this summer, and Wear OS, Android Auto, glasses, and Googlebooks by year-end. 3. Other features and tools — Create My Widget: vibe-code your own widgets in natural language. — Rambler: Gboard dictation that strips filler words and switches languages mid-sentence. — Gemini in Chrome on Android: experimental auto-browse for tasks like booking tickets. — Autofill with Gemini: opt-in form-fill across apps. — Instagram features (Ultra HDR, native stabilization, night mode) come to Android via a Meta partnership. Mindy Brooks, Google VP of Product Management, framed it like this: "Android transitions from an operating system into an intelligence system."