Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Nvidia (NVDA) Tumbles as China Accelerates Domestic AI Chips, Threatening H20 Sales | GuruFocus | Login to see the signal | |
China's Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is HappeningSummaryChina's AI supply chain is shifting toward domestic chips, reducing Nvidia's long-term dominance despite H20 shipments. Cambricon, Huawei, Alibaba and startups scale alternatives amid sanctions; US policy on Blackwell GPU sales remains the key wildcard. |
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NVDA
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Nvidia (NVDA) Tumbles as Alibaba Tests Homegrown AI Inference Chip | Reuters | Login to see the signal | |
China's Alibaba develops new AI chip to help fill Nvidia void, WSJ reportsSummaryAlibaba is testing a domestically made AI inference chip that could substitute Nvidia's H20 in China, while its cloud revenue jumped 26% in the quarter, highlighting Beijing-driven push for homegrown AI processors amid past U.S. export restrictions on Nvidia. |
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NVDA
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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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