Reflection AI CEO warns Chinese labs will sell chips with free models against Nvidia
Reflection AI co‑founder and CEO Misha Laskin said that Chinese laboratories that distribute open models abroad will also begin selling their own chips and data‑center infrastructure. He described the models as “Trojan horses” that bring the “car” – the chips – to customers in the Middle East, other Asian countries, Brazil and elsewhere.
Key points
- Reflection AI CEO warns Chinese labs will bundle chips with free models
- NVIDIA’s China revenue fell to $19.7 billion from $25.0 billion in fiscal 2026
- Chinese compute could hurt NVIDIA’s growth and pricing after fiscal 2028
NVIDIA has already excluded China from its fiscal outlook, noting that revenue from China, Hong Kong included, fell to $19.7 billion in fiscal 2026 from $25.0 billion. The company’s H200 sales in the July quarter were less than 1 % of its $89 billion data‑center revenue. Laskin warned that the cheaper Chinese compute could hurt NVIDIA’s growth and pricing once these models are bundled with chips outside the US and China, which account for about a fifth of NVIDIA’s fiscal 2026 revenue.
The CEO’s remarks raise a national‑security concern that allied nations may become locked into Chinese infrastructure, potentially impacting NVIDIA’s sales and the broader AI supply chain.
AI CEO Warns Chinese Labs Will Use Free Models to “Start Selling Chips” Against Nvidia
finance.yahoo.com · 3 November 2026Loading the full article…
This text was published by finance.yahoo.com and written by Roxanna Maglangit. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
The headline, key points and digest above were generated by Digest AI's editorial model from the linked sources. Automated summaries can contain errors: the sources are the record. Spotted a mistake? Tell us. Published by Martin K., who runs Digest AI and handles corrections.
More in Policy & Regulation
All →- Google to disable AI in K-12 schools unless admins opt in · 7 src
- Anthropic and OpenAI set up election war rooms amid AI misinformation risks · 4 src
- Google DeepMind staff urge leaders to drop non-disparagement clauses on AI risk warnings · 1 src
- Apple requires dating and AI companion apps to carry 18+ rating · 1 src
- Crypto and AI PACs spent $250 million in 2026 federal elections · 1 src
Comments
via GitHub Discussions