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Nvidia invests $2B in advanced optical tech to enhance data center chips, faces US limits on H200 AI chip sales to China, while Morgan Stanley remains bullish ahead of GTC.
An AI firm seeks $300M financing to acquire Nvidia chips for a Chinese client's Tokyo data center, reflecting strong demand despite U.S. export limits.
China's tightened customs and increased inspections on Nvidia's AI chips, combined with US export limits and halted Chinese orders, are expected to significantly disrupt Nvidia's sales to China.