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Dow rallied on falling oil prices while Nasdaq slid on chip weakness. Apple overtook Nvidia as top market-cap company after Nvidia fell on Chinese chip-equipment news; memory stocks plunged on Shangh…
Senator Elizabeth Warren invited Nvidia CEO Jensen Huang to testify regarding the company's China business and compliance with U.S. export controls. The probe, scheduled for a June 11 hearing, has pr…
Huawei plans to nearly double Ascend 910C production to 600,000 units in 2026 to reduce reliance on Nvidia after U.S. export curbs; Huawei will roll out follow-up chips through 2028 despite a large p…
China's top tech firms are accelerating homegrown AI chip plans and Beijing is restricting Nvidia testing, boosting domestic rivals and raising questions about Nvidia's China exposure and long-term m…
Huawei unveiled a multi-year Ascend AI chip roadmap and large-scale chip-bundling tech to compete with Nvidia in China, aiming first releases next year and claiming future systems that could surpass …
China reportedly blocked purchases of Nvidia AI chips; CEO says China outlook is tied to US-China policy. Nvidia faces export restrictions and regulatory probes, prompting UK investment and uncertain…
Alibaba and Baidu are deploying in-house AI chips to train models, partly replacing Nvidia in China. The shift, spurred by U.S. export limits and Beijing pressure, could dent Nvidia's China business …
China'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 p…
Alibaba 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…
Nvidia 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 …