NVIDIA AI Updates: May 15, 2026

1. US clears H200 chip sales to 10 Chinese firms including Alibaba, ByteDance, Tencent

NVIDIA. The US Commerce Department approved NVIDIA H200 AI chip sales to roughly 10 Chinese companies including Alibaba, Tencent, ByteDance, JD.com, Lenovo, and Foxconn, with per-customer purchase caps near 75,000 chips. The clearance landed as Jensen Huang joined President Trump’s China trip as a late addition, opening what NVIDIA has estimated to be a $50B/year Chinese AI market. As of reporting, no deliveries have shipped and Beijing is pressuring buyers to pull back, so the practical revenue impact is still pending. Source

2. Vera Rubin NVL72 pitched as the agentic-inference scale-up answer

NVIDIA. A new NVIDIA developer blog details how the Vera Rubin NVL72 targets agentic inference workloads, where non-deterministic action-observation loops compound latency in ways traditional batch inference cannot absorb. The post highlights compiler-scheduled networking and deterministic execution, with claims of around 400 tokens/second per user on large-context, trillion-parameter models. It is one of the clearest articulations to date of how NVIDIA is positioning Rubin against the specific failure modes of agent inference at scale, complementing the existing scale-out story. Source