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NVIDIA posted $81.6B revenue, up 85% YoY, with B200 sold out, yet shares trade 28% below highs amid China revenue loss and cooling sentiment. AMD and Broadcom rally on inference demand as AI infrastr…
Trump stated China hasn't approved Nvidia H200 chip purchases by choice, preferring domestic development. Despite positive rhetoric on potential future deals, NVDA fell 2% in pre-market trading.
Nvidia faces renewed export restrictions on its advanced H200 AI chips to China, severely limiting sales and impacting revenue potential amid rising geopolitical tensions and accelerating China's pus…
China banned Micron's chips in critical infrastructure, hurting its data center business. Nvidia and Intel face security accusations without action. Micron benefits globally from AI-driven demand, wh…
Nvidia rebounded after announcing a $5B investment and partnership with Intel, but faces headwinds from reports China banned major firms from buying its AI chips, risking roughly 13% of sales. Analys…
Nvidia slid over 2% after the Financial Times reported China’s internet watchdog told major firms to cancel orders for the RTX Pro 6000D chip, pressuring chipmakers as markets await a Fed rate cut an…