On December 10, 2025, Nvidia's H200 chips received clearance for export to China following a statement by U.S. President Donald Trump, prompting ByteDance and Alibaba to approach Nvidia about bulk supplies. Both companies signaled they are ready to place large orders if Chinese regulators approve imports, according to Reuters. However, tight production, uncertain schedules and limited output could constrain near-term availability even if Beijing gives the green light.

Amazon said at its Amazon Smbhav Summit in New Delhi on December 10, 2025 that it plans to invest more than $35 billion in India by 2030, focusing on AI infrastructure, export growth and jobs. An Economic Impact Report by Keystone Strategy cites more than 12 million small businesses digitized in India and 2.8 million jobs facilitated in 2024. Amazon has also recently earmarked $12.7 billion for data centers in the states of Telangana and Maharashtra.

On December 9 2025, the European Commission opened a formal antitrust investigation into Google’s use of web publisher material and YouTube videos to train and deploy its AI services. Regulators are examining whether Google imposed unfair conditions on creators, granted itself preferential data access, and disadvantaged rival AI developers through features such as AI Overviews and AI Mode in search. If the EU finds breaches of competition rules, Alphabet could face fines of up to 10% of global revenue and changes to how its AI systems access third-party content.

Tether has invested roughly $81.6 million in Italian humanoid-robotics firm Generative Bionics as part of a €70 million funding round, marking another major step in its expanding AI and robotics strategy. The company is also pushing deeper into commodities lending as it channels stablecoin-driven profits into diversified sectors.

U.S. senators introduced bipartisan legislation Thursday to block export licenses for Nvidia's H200 and Blackwell AI chips to China for 30 months. The Secure and Feasible Exports Chips Act would direct the commerce secretary to deny approvals for these advanced processors, which power large-scale AI models and data centers. The move comes amid White House deliberations on chip export policy and concerns over China's AI development capabilities.

Anthropic's Frontier Red Team demonstrated that AI agents autonomously reconstructed 19 real smart contract exploits from 34 incidents occurring after March 2025, extracting $4.6 million in simulated value. GPT-5 scanned 2,849 BNB Chain contracts at $1.22 per target, uncovering two zero-day vulnerabilities worth approximately $3,694 in simulated profit, according to research published December 1.

Alphabet shares climbed nearly 30% this quarter following the November 18 release of Gemini 3 and the Ironwood TPU chip. Nvidia and Microsoft stocks declined during the same period. Wells Fargo analysts report that Gemini and TPU-linked stocks now trade at a premium over ChatGPT and GPU-related equities for the first time in nearly a decade.

Nvidia purchased $2 billion worth of Synopsys shares at $414.79 each on Monday, deepening a partnership aimed at accelerating chip design through GPU-powered workflows. Synopsys stock rose 4% following the announcement, while Nvidia gained 1%. The collaboration targets compute-intensive design tasks, aiming to reduce weeks-long processes to hours using accelerated computing platforms.