Nvidia & Alibaba Group
13 shared events · Importance 9 · Last updated May 16, 2026
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International
Nvidia: Nvidia is the primary chipmaker whose H200 AI chips are at the center of this stalled trade deal between the United States and China. The company's market share in China's AI accelerator market has fallen to zero due to export controls, and it seeks to unlock sales to regain its foothold.
Alibaba Group: Alibaba Group is one of the approximately 10 Chinese firms approved by the United States — United States Department of Commerce to purchase Nvidia's H200 chips, but has not yet received any deliveries due to the ongoing trade deadlock.
May 14, 2026 · 21 articles
International
Nvidia: Nvidia's high-end chips are the core technology being smuggled. While Nvidia states it expects partners to adhere to compliance, the event highlights the challenges in controlling the export of its advanced technology and could lead to further regulatory scrutiny.
Alibaba Group: Alibaba Group is alleged to be among the end customers for the smuggled Supermicro servers containing Nvidia chips. While Alibaba Group denies involvement, these allegations could lead to increased scrutiny and potential reputational damage.
May 08, 2026 · 6 articles
International
Nvidia: Nvidia's advanced H200 chips are subject to U.S. export controls to China, and a breakthrough in selling them to China remains distant, impacting its potential market in China.
Alibaba Group: Alibaba Group was among the Chinese companies cleared to buy H200s, but no deliveries have been made due to China's sovereign decision.
May 15, 2026 · 6 articles
Tech
Nvidia: Nvidia is a top U.S. chipmaker that China is seeking to reduce its dependence on, as evidenced by DeepSeek's use of Huawei chips.
Alibaba Group: Alibaba Group is a Chinese technology company embedding agentic AI into its workflows as part of the race to commercialize AI.
May 06, 2026 · 7 articles
Business
Nvidia: Nvidia has adopted Robotera's hardware system, indicating its use of advanced robotics components.
Alibaba Group: Alibaba Group is an industrial investor in Robotera, contributing to its broad base of partners.
May 08, 2026 · 7 articles
Tech
Alibaba Group: Alibaba Group is a Chinese tech giant that has reportedly placed large orders for Huawei chips in preparation for the DeepSeek launch. Alibaba also announced a new data center powered by its own chips.
Apr 09, 2026 · 7 articles
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