Nvidia has asked some of its component suppliers to stop production related to its made-for-China H20 general processing units, as Beijing cracks down on the American chip darling, The Information reported Friday. 

The directive comes weeks after the Chinese government told local tech companies to stop buying the chips due to alleged security concerns, the report said, citing people with knowledge of the matter.

Nvidia reportedly has asked Arizona-based Amkor Technology, which handles the advanced packaging of the company’s H20 chips, and South Korea’s Samsung Electronics, which supplies memory for them, to halt production. Samsung and Amkor did not immediately respond to CNBC’s request for comment. 

A separate report from Reuters, citing sources, said that Nvidia had asked Foxconn to suspend work related to the H20s. Foxconn did not immediately respond to a request for comment.

In response to an inquiry from CNBC, an Nvidia spokesperson said “We constantly manage our supply chain to address market conditions.”

The news further throws the return of the H20s to the China market in doubt, after Washington said it would issue export licenses, allowing the chip’s exports to China — whose shipment had effectively been banned in April.  

Last month, the Cyberspace Administration of China had summoned Nvidia regarding national security concerns with the H20s and had asked the company to provide information on the chips. 

Beijing has raised concerns that the chips could be have certain tracking technology or “backdoors,” allowing them to be operated remotely. U.S. lawmakers have proposed legislation that would require AI chips under export regulations to be equipped with location-tracking systems to avoid their illegal shipments.

Speaking to reporters in Taiwan on Friday, Nvidia CEO Jensen Huang acknowledged that China had asked questions about security “backdoors,” and that the company had made it clear they do not exist.

“Hopefully the response that we’ve given to the Chinese government will be sufficient. We’re in discussions with them,” he said, adding that Nvidia had been “surprised” by the queries.

“As you know, [Beijing] requested and urged us to secure licenses for the H20s, for some time and I’ve worked quite hard to help them secure the licenses, and so hopefully this will be resolved,” he said.

Nvidia in a statement on Friday said “The market can use the H20 with confidence.”

It added: “As both governments recognize, the H20 is not a military product or for government infrastructure. China won’t rely on American chips for government operations, just like the U.S. government would not rely on chips from China. However, allowing U.S. chips for beneficial commercial business use is good for everyone.”

Last month, Nvidia had reportedly sent notices to major tech companies and AI developers urging them against the use of the H20s, in what first had appeared as a soft mandate. The Information later reported that Beijing had told some firms, including ByteDance, Alibaba and Tencent,  to halt orders of the chips altogether, until the completion of a national security review. 

It had been seen as a major win for Nvidia when Huang announced last month that the U.S. government would allow sales of the company’s H20 chips to China.

However, the national security scrutiny the H20s are now facing from the Chinese side, highlights the difficulties of navigating Nvidia’s business through increasing tensions and shifting trade policy between Washington and Beijing. 

Chip industry analysts have also said Beijing’s actions appear to reinforce its commitment to its own chip self-sufficiency campaigns and its intention to resist the Trump administration’s plan to keep American AI hardware dominant in China.

Meta has agreed to spend more than $10 billion on Google cloud services, according to two people familiar with the matter.

The agreement spans six years, said the people, who asked not to be named because the terms are confidential. The deal was reported earlier by The Information.

Google is aiming to land big cloud contracts as it chases larger rivals Amazon Web Services and Microsoft Azure in cloud infrastructure. Earlier this year Google won cloud business from OpenAI, which had earlier been deeply dependent on Microsoft’s Azure infrastructure.

Alphabet said in July that the Google Cloud unit, which contains productivity software subscriptions in addition to infrastructure, produced $2.83 billion in operating income on $13.6 billion in revenue during the second quarter. Revenue growth of 32% outpaced expansion of 13.8% for the company as a whole.

Meta’s deal with Google is mainly around artificial intelligence infrastructure, said one of the people. Meta said in its earnings report last month that it expects total expenses for 2025 to come in the range of $114 billion and $118 billion. It’s investing heavily in AI infrastructure and talent, building out its Llama family of models and adding AI across its portfolio of services.  

Meta and Google have long been rivals in online ads. But Meta needs all the cloud infrastructure it can access. The company operates data centers and has made commitments to use cloud services from Amazon and Microsoft.

Google declined to comment.

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Elon Musk‘s Tesla is facing a federal probe by the National Highway Traffic Safety Administration after the U.S. auto safety agency found that the company was not reporting crashes as required.

According to documents posted to NHTSA’s website on Thursday, the agency’s Office of Defects Investigation had “identified numerous incident reports” from Tesla concerning crashes that had “occurred several months or more before the dates of the reports” to the agency.

The delayed reports were likely “due to an issue with Tesla’s data collection, which, according to Tesla, has now been fixed,” according to NHTSA’s explanation for the probe.

Automakers must report on collisions that occurred on publicly accessible roads in the U.S. that involved the use of either partially or fully automated driving systems in their cars within five days of the companies becoming aware of any crash.

The agency will now conduct an “audit query” to figure out if Tesla is in compliance with its reporting requirements, and to “evaluate the cause of the potential delays in reporting, the scope of any such delays, and the mitigations that Tesla has developed to address them.”

NHTSA will also investigate whether Tesla neglected to report any prior relevant collisions, and whether its reports submitted to the safety regulator “include all of the required and available data.”

Tesla stock was little changed Thursday.

The company sells electric vehicles equipped with a standard Autopilot system, or premium Full Self-Driving Supervised option, which is also known as FSD, in the U.S. Both require a driver at the wheel ready to steer or brake at any time.

A site that tracks Tesla-involved collisions drawing on news reports, police records and federal data, TeslaDeaths.com, has found at least 59 fatalities resulting from crashes where Tesla Autopilot or FSD were a factor.

The new NHTSA probe comes as Musk, Tesla’s CEO, is trying to persuade investors that the company can become a global leader in autonomous vehicles, and that its self-driving systems are safe enough to operate fleets of robotaxis on public roads in the U.S.

A manned Tesla Robotaxi service launched in Austin, Texas in June, and the company is running another manned car service in the San Francisco Bay Area in California. Riders can book trips via the company’s Tesla Robotaxi app.

Tesla has not begun driverless ride-hailing operations that would make it directly comparable to Alphabet-owned Waymo, or Baidu’s Apollo Go and other autonomous vehicle competitors yet.

The company is facing a sales and profit decline, due, in part, to a consumer backlash against Musk’s incendiary political rhetoric, his work to re-elect President Donald Trump, and his work leading the Department of Government Efficiency to slash federal spending and its workforce.

Still, many Wall Street analysts and shareholders remain optimistic about Musk’s vision.

“We think it is a positive that Tesla has begun robotaxi operations which puts it on the path to addressing a large market (we estimate that the US robotaxi market will be $7 bn in 2030 as discussed in our recent AV deep dive report),” Goldman Sachs autos industry analysts wrote in a note Wednesday.

Musk and Tesla have not given investors a sense of what they expect in terms of Robotaxi-related revenue or the technical performance of vehicles in its rideshare fleet, so a “debate on the pace of robotaxi growth will continue,” the research note said.