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Qianer Liu

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Hong Kong
As seen in: The Information, MSN Philippines, Financial Times, Markets Insider, Los Angeles Times, Yahoo Finance, Yahoo Finance Singapore, Ars Technica, Milenio, Flipboard, The Irish Times and
一跑新聞的 I write about chips and AI in Asia for @TheInformation Tips: qianer@theinformation.com, Signal: qianer.88 Ex @FT
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Articles

Trump Administration Working on AI Rule to Curb China’s Remote Access to Chips

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By Qianer Liu Verified
| The Information Verified
Soon after President Donald Trump began his second term in office in 2025, the White House announced it would undo export controls the Biden administration had imposed on advanced AI chips to slow the technical progress of geopolitical rivals like China. In recent weeks, a small group within the Department of Commerce has been working on a slimmed-down replacement for the Biden-era provision, known as the AI diffusion rule, according to four people familiar with the matter.
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DeepSeek’s Revenue Reaches $70 Million as of July, Tenfold Jump from 2025

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By Qianer Liu Verified
| The Information Verified
DeepSeek generated about 475 million yuan ($70.7 million) in revenue in the first seven months of this year, roughly tenfold its full-year 2025 revenue, as the Chinese AI lab goes full steam ahead in its second round of funding, according to two people with knowledge of the company’s financial data. DeepSeek recorded a net loss of about 715 million yuan between January and July, compared to 935 million yuan for the entire 2025, the two people added.
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Nvidia Plots China Comeback With New AI Chip

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By Qianer Liu Verified
| The Information Verified
Nvidia plans to begin small-batch shipments of an AI chip specially tailored for Chinese customers by the end of the year, according to two employees, in what would represent a new route to China for the company. Several Chinese customers have already placed orders for the chip, which is a variant of Nvidia’s language processing unit.
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