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Nvidia has started shipping H200 AI chips to Chinese tech giants including Tencent and ByteDance. The shipments mark progress in monetizing Nvidia's estimated 500,000-unit inventory, navigating U.S. …
Jim Cramer criticized US export restrictions blocking Nvidia's advanced chip sales to China, arguing the policy accelerated Beijing's push for AI self-sufficiency. A recent report highlights China's …
China may restrict TSMC from making Huawei/Alibaba/ByteDance-designed chips, but TSMC's tech lead, record profits, and pricing power keep its bull case intact despite geopolitical risk.
NVIDIA aims for $20 billion in Vera AI revenue by January, starting full production of the CPU. The company also secured a major Australian data-center deal with SharonAI and received U.S. approval f…
Nvidia has appointed veteran D.C. insider Bruce Andrews as Chief External Affairs Officer. This strategic hire aims to strengthen the company’s influence in Washington amid tightening AI export contr…
Nvidia has launched its Vera processors for the Chinese market, aiming to bypass U.S. export restrictions. While initial demand from a major cloud provider shows promise, potential software migration…
AMD CEO Lisa Su's quiet visit to China highlights the company's strategic focus on the region despite US export restrictions. While holding a smaller market share than Nvidia, AMD leverages its diver…
Nvidia shares fell 4% after Trump-Xi summit concluded without major chip deals or breakthroughs on China sales. Despite H200 export authorization, Beijing hasn't approved shipments, disappointing inv…
U.S. Trade Representative confirms semiconductors weren't discussed at Trump's China summit despite Nvidia CEO's participation. H200 chip exports remain authorized but unconfirmed by Beijing.
U.S. clears Nvidia H200 chip sales to 10 Chinese firms including Alibaba and Tencent. Foxconn reports strong AI server revenue growth. NVDA gains 1% after-hours as market cap approaches $6 trillion.
Jensen Huang received last-minute invitation to join Trump's China delegation, signaling Nvidia's centrality to US-China tech negotiations. However, meaningful near-term revenue gains from China rema…
Nvidia's revenue exposure to China is sharply declining due to US export controls, signaling a structural shift in US-China tech trade and supply chains, limiting China as a growth engine for Nvidia.
Nvidia's H200 chip sales to China await U.S. government security approval amid tightening export restrictions, causing Chinese customers to delay orders.
U.S. senators introduced the SAFE CHIPS Act to block easing export restrictions on Nvidia AI chips to China for 2.5 years, aiming to protect national security amid geopolitical concerns.
Nvidia's CEO retracted earlier remarks favoring China in the AI race, emphasizing U.S. leadership amid trade tensions and export restrictions limiting Nvidia's China market access.
Nvidia CEO warns China will surpass the US in AI without access to Nvidia's chips, highlighting tensions over advanced chip exports amid US restrictions.
China mandates state-funded data centers to use only domestic AI chips, sidelining Nvidia and bolstering local manufacturers amid U.S.-China tech tensions, significantly harming Nvidia's China market…
Nvidia's CEO expressed hope for Blackwell chip sales to China amid ongoing US export restrictions and recent US-China talks, signaling potential future easing but with continued uncertainty.
US-China summit yields broad trade agreements easing tariffs and mineral export tensions. Nvidia’s chip sales remain unsettled but direct dialogue with CEO established, signaling potential future pro…
Despite U.S. export controls and China's pivot to domestic chips, Nvidia remains optimistic about future China market access and maintains leadership with its Blackwell AI chip architecture.