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Nvidia (NVDA) Soars on China H20/B30A Demand Despite Beijing Regulatory Scrutiny | ReutersRefinitiv | Login to see the signal | |
Chinese firms still want Nvidia chips despite government pressure not to buy, sources saySummaryChinese firms remain eager for Nvidia's H20 and potential B30A AI chips despite Beijing discouragement; B30A may cost about twice H20 and promise much higher performance, keeping demand strong amid regulatory uncertainty. |
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Nvidia (NVDA) Tumbles Ahead of Earnings as China Sales Restrictions Cloud Guidance | GuruFocus | Login to see the signal | |
Nvidia's $15B China Shock: Earnings Showdown Could Jolt Entire MarketSummaryNvidia faces wide analyst divergence ahead of earnings as shifting U.S. policy and Beijing resistance to H20 chips create China revenue uncertainty, while strong global AI demand and new chips could offset risks. |
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