News

Nvidia's China Export: Buy The Rumor And Sell The News (Rating Downgrade)

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

China’s Nvidia challenger Cambricon to raise US$560 million for AI chip development

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

Prediction: Nvidia's New China Deal Will Be a Game-Changer. Here's Why

Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...

Nvidia's AI Expansion Could Push Revenue To $300 Billion By 2026, Analyst Says

Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...

Nvidia (NVDA) Keeps China Market Access at a Cost, Wedbush Calls It a Smart Trade-Off

Nvidia Corporation (NASDAQ: NVDA) is one of the best big tech stocks to buy right now. The company again came under the radar ...

China cautions tech firms over Nvidia H20 AI chip purchases, sources say

Authorities have summoned domestic companies like Tencent and ByteDance over their purchases of Nvidia's H20 chips, asking ...

Nvidia, AMD may sell high-end AI chips to China if they pay US a cut

The global AI chip race narrative used to be about U.S. national security, but apparently now it's about tariffs: Nvidia and ...

Nvidia says H20 export controls didn’t stop China’s AI progress — claims 'they only stifled U.S. economic and technology leadership'

Nvidia shared an opinion piece by Aaron Ginn, co-founder of AI company Hydra Host, stating that despite the U.S.’s export ...