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Nvidia (NVDA) Tumbles on China Export Curbs as Cambricon Surges | GuruFocus | Login to see the signal | |
Cambricon Soars on 4,000% Revenue Jump, Signals China's Push to Replace NvidiaSummaryCambricon posted record profit as Chinese firms shift to domestic AI chips amid U.S. export restrictions that curb Nvidia's H20 sales to China and force revenue sharing, boosting Cambricon's market value. |
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Nvidia (NVDA) Rebounds as White House Talks Continue on Blackwell Chip Sales to China | Reuters | Login to see the signal | |
Trump, Nvidia talks to allow advanced AI chip sales in China will take time, CEO saySummaryNvidia CEO Jensen Huang said talks with the White House about permitting a less advanced Blackwell AI chip sale to China will take time, but U.S. leaders see benefits of keeping the AI stack on American technology. |
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