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Sources: Nvidia plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026; the chip complies with US export control rules (Qianer Liu/The Information)
Nvidia is developing a specialized AI chip (LPU) for Chinese customers that complies with US export controls, with small-batch shipments planned by end-2026.
Aug 20, 2026
How the 'Baby iPhone' and an Apple supplier leak explain China's recent supply chain moves
Technicians in Shenzhen's Huaqiangbei electronics marketplace lack components to clone Apple's newest iPhone models, signaling tightened export controls or supply chain restrictions affecting China's gray-market replication capacity.
Aug 4, 2026
New MODBEACON RAT Uses gRPC Streaming for Encrypted C2 Traffic
A China-linked cybercrime group named Silver Fox deployed a new Rust-based remote access trojan called MODBEACON that uses gRPC streaming for encrypted command-and-control (C2) traffic, according to attribution by Chinese cybersecurity firm QiAnXin.
Jul 10, 2026
Sources: China plans to let some of its biggest AI companies buy a small number of Nvidia's H200 chips to offset a domestic computing shortage in recent months (Qianer Liu/The Information)
China intends to grant limited exceptions to its export controls, permitting select domestic AI firms to purchase a small quantity of Nvidia's H200 chips to alleviate recent shortages in high-end AI computing capacity.
Jul 9, 2026
Sources: Anthropic has initiated early-stage development of a custom AI server chip and held preliminary discussions with Samsung about manufacturing the chip (Qianer Liu/The Information)
Anthropic begins developing custom AI server chip, discusses manufacturing with Samsung.
Published Jul 2, 2026 · Analyzed Jul 4, 2026
Janus Henderson Completes Take-Private Transaction with Trian, General Catalyst, and QIA - Business Wire
Janus Henderson Group plc, a publicly traded global asset management firm, has been taken private through a consortium-led acquisition involving Trian Partners, General Catalyst, and the Qatar Investment Authority.
Published Jun 30, 2026 · Analyzed Jul 8, 2026