Nvidia is evaluating ways to expand H200 chip output after Chinese orders exceeded its current supply capacity. The demand spike followed an export decision that permits H200 sales to China with a 25% levy. Chinese tech firms, including Alibaba and ByteDance, requested large batches and delivery timelines this week.

Apollo Global Management shorted loans tied to Internet Brands, SonicWall, and Perforce during 2025, citing AI-driven pressure on legacy software models. The positions, held for much of the year and amounting to under 1% of its $700 billion credit book, have been closed, according to a person familiar with the matter. Targeted loans now trade above 80 cents on the dollar.

On Friday, seven Democratic senators urged Commerce Secretary Howard Lutnick to reverse approval of Nvidia H200 exports to China, calling it a national security risk. The letter came four days after Trump told Xi Jinping the U.S. would permit shipments and noted a 25% revenue share from China sales; the White House and Commerce defended the decision as controlled and vetted.

On December 13, 2025, former President Donald Trump's AI and Crypto Czar David Sacks defended an executive order titled "Ensuring a National Policy Framework for Artificial Intelligence" that aims to centralize AI regulation at the federal level. The order seeks to preempt what the administration views as burdensome state-level rules, while critics in Congress and state governments warn it could undercut consumer protections and state authority. Sacks argues that a unified national standard would reduce compliance costs and help the U.S. maintain its AI edge over China.

AI-driven shopping assistants are projected to influence $263 billion in global online holiday sales, representing 21% of seasonal e-commerce. Retailers including Walmart, Target and Etsy are enabling purchases via ChatGPT, while AI-referred traffic in the U.S. shows higher conversion, longer browsing, and greater revenue per visit.

Over the week, Oracle’s share price fell around 10% after its Q2 2026 earnings, as quarterly revenue of $16.06 billion came in below the $16.21 billion forecast. Yet the company’s remaining performance obligations climbed to $523 billion and high-margin cloud services expanded rapidly, while Larry Ellison’s influence in political and defense circles underpins expectations for future AI and government contracts. These factors suggest the pullback in ORCL may reflect timing of revenue conversion more than a broad AI bubble reversal.

On December 11th, 2025 in New York, TestMachine announced it had secured $6.5 million in venture funding to accelerate global deployment of its AI-based blockchain security platform Predator. The round was led by Blockchange Ventures, Decasonic, Delphi Ventures, and New Form Capital, with participation from several other investors, and will support expanded development and integration of Predator across exchanges, custodians, market makers, and DeFi protocols.

President Donald Trump signed a federal executive order on Thursday at the White House that prevents U.S. states from enforcing their own artificial intelligence laws and centralizes oversight in Washington. The directive establishes a Justice Department task force to challenge conflicting state rules in court, orders a 90-day review of state AI laws, and ties certain broadband and grant funding to alignment with federal AI policy.