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Trump's call with Xi could force a US TikTok divestiture and thaw US‑China trade, potentially easing chip export curbs. Nvidia stands to benefit if restrictions and regulatory pressure on its China s…
Nvidia faces renewed China access risk as US‑China talks and a Chinese antitrust probe cloud its ability to sell AI chips, creating near‑term uncertainty despite strong long‑term demand.
Markets awaited the Fed as Nvidia slid after reports China barred domestic firms from buying its chips, while Microsoft pledged $30 billion for UK AI infrastructure amid a broader US tech investment …
US and China held six-hour talks in Madrid on TikTok divestment, tariffs and economic policy; officials reported technical progress but low expectations for a major breakthrough, with potential exten…
US and China held six-hour talks in Madrid on TikTok divestment, tariffs and the economy. Officials noted technical progress but experts expect no major breakthrough; a TikTok divestment deadline ext…
Nvidia warned the GAIN AI Act would curb global competition by forcing chipmakers to prioritize domestic orders and restrict exports of high-end AI processors, mirroring earlier AI diffusion controls…
A proposed AI bill would restrict competition for industries using mainstream computing chips, threatening US leadership and the economy; Nvidia shares fell 2.7% on the news.
Nvidia faces uncertainty over a possible U.S. requirement to take 15% of China H20 chip sales; no formal regulation yet. The levy could raise costs, spark lawsuits and advantage rivals, though H20 co…
Nvidia forecasted Q3 revenue of $54B, beating estimates but excluded H20 chip sales to China; shares fell amid China uncertainty. AI-driven data-center demand remains strong; company announced $60B b…