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Chinese AI chipmaker Enflame Technology surged 206% in its Shanghai debut, highlighting aggressive domestic backing for Nvidia alternatives amid US export curbs. With retail demand oversubscribed by …
The Trump administration has delayed blacklisting DeepSeek, CXMT, and over 100 other Chinese firms, providing a temporary reprieve for Nvidia and Chinese tech stocks. The pause aims to prevent furthe…
Nvidia CEO Jensen Huang expressed optimism about future market openings in China despite no immediate breakthrough from Trump's recent diplomatic visit. H200 chip sales remain restricted pending Chin…
Nvidia resumed H200 production for China with ~$30B revenue potential, posted 65% YoY fiscal 2026 revenue growth to $215.9B, and received Wells Fargo price target raise to $315 ahead of May earnings.
Nvidia CEO Jensen Huang joined Trump's China delegation after a last-minute invitation, signaling potential trade negotiations to ease export controls and improve chipmaker access to the Chinese mark…
Super Micro's recent scandal involving Nvidia chip smuggling poses risks, but strong AI demand sustains its growth. Nvidia controls future chip supply, impacting both firms amid regulatory scrutiny a…
Nvidia pauses production of H200 AI chips for China, reallocating capacity to next-gen Vera Rubin platform amid constrained China sales due to export controls.
The US plans to grant Nvidia licenses to export powerful AI chips to China, sparking congressional backlash and a bill to tighten export controls over national security concerns amid fears of boostin…
The Trump administration approved shipments of Nvidia's advanced AI chips to China, raising U.S. national security concerns over potential military use and eroding America's AI advantage, prompting b…
China’s vast and cheaper electricity capacity challenges US chip dominance, but energy grid constraints and slower data center buildouts limit AI gains, pressuring Nvidia’s market leadership despite …
Nvidia develops location verification software for AI chips to prevent smuggling to restricted countries, responding to US government calls amid geopolitical tensions with China.
Nvidia welcomed eased US export restrictions on advanced AI chips to China after lobbying, despite bipartisan backlash warning it risks national security and boosts China’s military AI capabilities.
Trump team considers selling NVIDIA H200 chips to China, raising regulatory and geopolitical concerns for NVIDIA's market outlook.
Amazon and Microsoft support legislation prioritizing domestic AI chip access, aiming to limit high-end chip exports to China and benefit U.S. tech firms, despite chipmakers’ concerns over innovation…
Amazon and Microsoft support legislation restricting Nvidia's AI chip exports to China, threatening Nvidia's market access and causing share declines.
Nvidia CEO Jensen Huang expressed confidence in improved US-China talks on chip export issues, with upcoming partnership deals announced with South Korean firms, potentially easing geopolitical tensi…
The US-China summit resulted in tariff reductions, resumed soybean purchases, and eased rare earth export controls, benefiting U.S. industries including Nvidia, as chip export restrictions softened b…
Trump may allow Nvidia to export a downgraded Blackwell AI chip to China, risking U.S. AI leadership and effectively ending chip export controls established in 2022.
Nvidia shares soared after President Trump announced discussions on the Blackwell AI chip with China, amid renewed optimism on U.S. semiconductor leadership and easing export restrictions.
Nvidia joins UAE-backed G42 and partners to build a major AI campus powered by renewable energy, with the first 200MW phase launching in 2026 amid ongoing security and export license concerns.