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NVIDIA Stock Gains. It’s Planning a New AI Chip for China
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A Pivotal Moment for Nvidia As the summer earnings season winds down, Big Tech giants like Microsoft (NASDAQ:MSFT), Meta ...
Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.
Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...
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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 ...
In a surprising reversal of the United States’ years-long technology restrictions on China, President Donald Trump last month allowed Nvidia to resume sales of a key AI chip designed specifically for ...
Several top Senate Democrats are urging President Trump to walk back a deal with Nvidia and AMD that would allow the companies to sell artificial intelligence (AI) chips to China after they agreed ...
Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...
In 2023 and 2024, more than 500 new data centre projects were announced across the country, in places such as Inner Mongolia ...
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